Send Message Directly to Third Parties

  • New action: In the actions menu of a third-party record, a “Send message” option appears. Selecting it opens a composer modal allowing:

    • Custom text entry (including hyperlinks)

    • File attachments (drag-and-drop or browse)

    • A toggle “Allow replies” (off = no-reply)

  • History: All sent and received messages are visible in the “Communication” tab on the third-party record page.

  • Audit log: Every outbound and inbound message generates an audit log entry.

  • Access control: Access to “Send message” is managed by a new permission: “Send messages”

  • Cockpit: A cockpit widget titled “Communication” displays recent threads

Upvoters
Board

Feature Request

Date

10 months ago

Author

Nedim Bjelić

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