Work with record email and activity history

When enabled for an authorized record, WoodsPortal can show email interactions and paginated activity history. Available email actions and recipient choices depend on your portal configuration and permissions.

Review email activity

1. Open an authorized record.
2. Open the Email or activity section made available by the portal configuration.
3. Review the visible email interactions.
4. Use pagination to move through longer histories.
5. Use the displayed timestamps to understand when activity occurred.

Create or update an email interaction

1. Use the available email action only when it is shown for the record and role.
2. Complete the fields presented by the current production interface.
3. Add a supported image or attachment only when the composer allows it and the role has file access.
4. Save or send through the available action.
5. Confirm that the interaction appears in the activity history.

Availability and permissions

• Object and email permissions are required.
• Attachments require email write plus file access.
• Recipient choices, supported interaction types, and sending behavior depend on the enabled configuration and available interface.
• If the available controls differ from these steps, follow the options shown for your account or contact your portal administrator.