Tickets & Conversations

Jaylin
Contributor

forward email in Tickets

SOLVE

Hello everyone,

 

i have a question about tickets.

some tickets based on an e-mail, the e-mail is displayed in the ticket. Now I hit forward or reply on that e-mail in the ticket and I can share with someone else. But the e-mail body disappears. So it's basically just an empty e-mail going out with the headline being the ticket headline. Can we change this?

Jaylin_0-1750057624367.png

 

 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

forward email in Tickets

SOLVE

Hi @Jaylin,

Last I checked (this was a while ago), the thread will still be sent even if it's not shown – making this very risky.

 

If you're planning to forward this email internally, I strongly recommend that you don't. I have had cases of internal communication and threads accidentally being forwarded to external contacts because of the thread not showing. See also here: https://community.hubspot.com/t5/HubSpot-Ideas/the-ability-to-edit-emails-before-forwarding-them/idi...

 

Instead, leave a note on the record and tag another user via the @ sign. Emails are not meant for internal forwarding.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

forward email in Tickets

SOLVE

Hi @Jaylin,

Last I checked (this was a while ago), the thread will still be sent even if it's not shown – making this very risky.

 

If you're planning to forward this email internally, I strongly recommend that you don't. I have had cases of internal communication and threads accidentally being forwarded to external contacts because of the thread not showing. See also here: https://community.hubspot.com/t5/HubSpot-Ideas/the-ability-to-edit-emails-before-forwarding-them/idi...

 

Instead, leave a note on the record and tag another user via the @ sign. Emails are not meant for internal forwarding.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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