Use a reply for the current participants, a forward for a new recipient and an internal note for workspace collaboration. Check the sender and audience before sending.
Before you start
Your mailbox must be connected and allowed to send for external email. Access to a task does not automatically grant access to every personal email thread.
Review supplier confirmation work in Inbox and open a task to check its owner, due date and related records.
Write the right kind of message
Open the email conversation in Inbox and read the latest messages.
Choose Reply, Reply all, Forward or Write an internal note, as appropriate for the audience.
Review the sending account and recipients. Add the text and any attachments required for the response.
Check the composer type again, especially when switching between an internal note and external email.
Send the message and confirm the conversation shows the sent item or saved internal note. If sending fails, read the error before trying again.
Check the result
The message appears in the conversation with the intended sender and audience. A saved draft is still unsent; check the sent state before assuming a supplier received it.
Keep the thread useful
Answer the question or state the next action, including order identifiers, dates and quantities where needed. Attach the correct revision of a document and explain what the recipient should do with it.
Use internal notes for coordination that belongs to your team. Review what is shared on the task before adding private mailbox content.
Use forwarding deliberately
A forward can disclose the quoted conversation and attachments to new people. Review the included history and recipient list. Start a clean message instead when only a small part of the context needs to be shared.
If something does not look right
What you see | What to check |
Send is unavailable | Check the sender, recipients, required fields and mailbox connection. |
The message may have sent already | Look in the conversation and Sent before retrying, to avoid duplicate outreach. |
Does an internal note email the supplier?
Does an internal note email the supplier?
The internal note composer is for team context. Confirm the composer’s current type and audience before sending any message.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.