Skip to Main Content
Product Suggestions
Categories CRM App
Created by Guest
Created on Jan 28, 2022

Update "Save Document" toggle label

The "Save Document" toggle on the email editor only apples to the email itself, not any attached documents. This can cause confusion for users who expect it to also not save a copy of the attachments (which are generated and saved to the parent record before the email is even sent).

The label could be updated to "Save email" to avoid confusion, and a warning adding that advises attachments will be automatically saved to the record.

  • Attach files