We have enhanced the way you can choose who to Email To on Project Conversations. Simply type a name that exists in the system and select them.

New Conversation | Employees And Contacts | @Company | #Project | To People

New Conversation

Starting a new conversation will still default you in the Email To field, so you can receive replies from others.

NOTE: The greyed out @Company and #Project are hints in case you want to add the users from one of these selections.

Employees And Contacts

You can simply type the name of the Employee or Contact you are looking for in the Email To field and it will start to lookup results.

Click the checkbox next to the Contact you want to add. Then there name will appear in the Email To field.

@Company

By typing @ and some characters of the Companies name, a list of possible results will appear.

Once chosen, ALL Contacts linked to that company will appear in the Email To field.

#Project

By typing # and some characters of the Project Name and/or Project Number, a list of results will appear.

Once chosen, ALL Contacts and Staff on the Team of that that Project will appear in the Email To field.

To People

And of course, you can still pull up the list of individual Staff or Contacts to add by clicking on To in the Email To field, which opens the People screen for selection.