When an email is received at a project’s mail address from an external mail id, you can add or update the relevant custom fields for that email after it has been received. Follow the steps below to fill in the custom fields.

Open the Mailbox:

• Go to the mailbox where incoming emails are received.
• Locate the email with the yellow “External ID” chip next to the sender’s name.
• This indicates that the email is from an external mail ID.

• Select the Email

  • Click on the specific email to open its details view.
  • In the top-right corner of the email view, click on the “Properties” icon.
  • In the Properties panel, find the Custom Fields section.
  • Click “Update” to start editing.

  

• Update Custom fields

  • Enter or modify the information in the available custom fields (e.g., Project Name, Reason for Change, Requested By, etc.).
  • Once all details are filled, click “Save.”

  

• A confirmation toast message appears, indicating that the custom fields have been successfully updated.

<aside> ⚠️

Cautionary Notes

• A custom field for an email can only be filled once.
• If a user replies to an email from Gmail that was originally sent from CUBE, the custom fields from the parent email will be carried forward. </aside>