Outreach Email Link Block

Displays the email address to use to create a note (and upload files if there are attachments) on an outreach record. The email address is a clickable "mailto:" link that will start an external email (Gmail, Outlook, etc.) if your browser is configured to handle such links. Also displays an icon to copy the email address to your clipboard.

Partial screenshot of an outreach profile showing the Outreach Email Address

Configuration Options

  • Editable? Start Aux Process: Only applicable when the block is on a profile. If the box is checked and an auxiliary process is selected the block displays a clickable link in a header above the email address itself.
  • Outreach Email Address Label: Defaults to "Outreach Email Address".
  • Email Address Format: A dropdown list that accommodates the different formats accepted:
    • outreach-<id> (the default)
    • presentation-<id>
    • om-<id>
    • investigations-<id>
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