When I’m on Monday Service and working on a ticket, I sometimes need to create a brand new email to a different set of contacts than the person who opened the ticket (the To field) and the included contacts (CC/BCC).
I’ve noticed that when I click New Email and try to send a message to someone other than the original sender, the original To and CC recipients automatically re-populate, even after I remove them. This is helpful if I actually want to email the same group, but in those cases I would normally just use Reply or Reply All.
Is anyone else experiencing this, or is it just me? It’s been slowing things down, since I have to repeatedly double-check and remove unintended recipients before sending client communications.
Hello @murphyslcp Totally valid question. You’re not imagining this.
In monday Service, clicking New Email from a ticket keeps the message tied to the original email thread. Because of that, the original To and CC recipients can automatically re populate, even after you remove them. It’s intended to preserve context, but it can definitely slow things down when you’re trying to start a clean outbound email.
A couple quick tips:
• Use Reply or Reply All only when you want the same recipients
• For a truly new email, send it from Emails & Activities or your connected inbox
• Always do a final recipient check before sending
Dr. Tanvi Sachar
Monday Certified Partner, Tuesday Wizard