Delete Draft emails in CRM


published on August 17, 2024

Recently we went live with a new update on Toolsoncloud Sales CRM.

In this update, we have tried to enhance the user options available for the Email module in the CRM.


Need?

In Toolsoncloud CRM we have an email module using which users can send emails to their customers directly from the CRM without the need for leaving the application.

If users are working on an email draft, they can save the unfinished emails, which will be available under the Drafts. Later, whenever the user wants to update the draft, they can go to the Drafts page and pick the email which they want to work on again.

With increasing emails, the Draft folder may get filled with many email Drafts which are no longer required.


What's New?

With the new enhancement, users will be able to delete the draft emails which are no longer required in order to keep their draft folder cleaner.

To use this function, users need to go to Conversation > Emails > Drafts.



Here, users will be able to locate a new option titled "Delete" against each draft email. Upon clicking the delete button, users will be prompted with a dialog box to confirm the deletion of the draft email.



Once you confirm by clicking on the "Delete" button, the selected draft email shall be deleted. Users will no longer be able to recover the deleted email drafts (hence use this option with caution to avoid accidental deletion).

I hope this enhancement will be useful to you to help you keep your CRM clean and easy for use. Please do share your feedback.