Useful Email Enhancements in the Latest Wave 2 Update

By | August 25, 2020

The latest Wave 2 update introduces useful enhancements that increase user-friendliness as well as time efficiency. In this blog, we take a look at those Wave 2 update’s email enhancing features.

Add Knowledge Articles

1. Users can now insert ‘Knowledge Articles’ in an email.

Wave 2 update

2. Users can search for the knowledge articles without losing the email context.

Wave 2 update

3. Users can even preview the article’s content before inserting them.

Wave 2 update

Quickly Add Attachments

When users try to add a new attachment, it will directly open file explorer.

Wave 2 update

Wave 2 update

Handy Attachment Features

Prior to Wave 2, users had to open the file that they wanted to download, but the latest Wave 2 update allows users to directly download the file using the attachment options. If the file is of the xlsx, docx, txt, html, etc. formats, users cannot preview them before downloading.

Wave 2 update

If the file is in the image (png, jpg etc.) or pdf formats, users can preview them before downloading.

Wave 2 update

This is how a preview looks.

Wave 2 update

Compose Multiple Emails at One Go

Users can now compose emails in a pop-up in a non-blocking window within the context of the record. For this, we first need to enable the Enhanced feature by following the below screenshot.

Wave 2 update

Suppose users want to create an email against any contact, now they can simply click on an email from the Timeline and it will open as a pop-up.

Wave 2 update

2. This update allows users to work on multiple emails at the same time for any specific record.

Wave 2 update

A maximum of 5 active draft emails are allowed at a time.

Wave 2 update

Drag and Drop support

Users can drag and drop images into the email body and those images will be embedded in the email body. Drag and Drop only supports images as of now, not any other file type.

Wave 2 update

Note – General availability of this feature is from October but you can test and validate this new feature by enabling Wave 2.

Conclusion

The latest Wave 2 update allows users to perform multiple new tasks by extending the functionality for users in many useful ways.