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Created by Brendan Radich
Created on Jun 8, 2022

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Email Record: Option to Include Link

When emailing a record from ProjectSight, it would be useful if we could easily insert a link to the record in the body of the message.

Any of the following options would work:

1. Settings Option: Have a portfolio/project setting to always include a record link with every email sent from ProjectSight.
2. When Sending Email Option A: Have a button to insert a link wherever the users cursor is in the body of the email & allow the user to edit the link's display text.
3. When Sending Email Option B: Have a checkbox to include ProjectSight's typical record link formatting below the message body, the same way that it's included in typical notification emails.

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