Contact emails

The full email history with one contact, plus a composer for new messages. Sort, filter sent vs. received, and pick a saved template to fill in subject and body.

Where to find it

Contact profile → Emails tab

Who can use it

Anyone with access to contacts. Composing requires your email integration to be set up.

Direct URL

https://app.nextal.com/contacts/<ID>?tab=emails

🔒Requires permission:Contact Read

The Emails tab on a contact profile gathers every email Nextal knows about — both messages you’ve sent and any replies that came back. Threads are listed on the left; the selected one opens on the right.

Screenshot pendingThe Emails tab: a list of email threads on the left and the selected message body on the right, with a New email button and sort + filter controls at the top.

The Emails tab. Threads on the left, the selected message body on the right.

The layout

Three things across the top of the tab:

• A New email button to compose a fresh message.
• A filter with two checkboxes: Show sent and Show received. Untick either to hide that direction.
• A sort control — newest first or oldest first.

Below the controls, the tab is split into two columns:

• Left — the list of email threads. One row per message, showing the date, the subject, and a short preview of the body.
• Right — the full body of the selected message, including sender, recipient, date and any attachments.

When the tab opens, the most recent email is automatically selected.

Composing a new email

Click New email at the top of the tab. A compose panel opens, pre-filled with the contact’s email address in the To field.

1. Pick a template (optional)

   If your team has saved email templates, you can pick one from the dropdown. The subject and body are filled in automatically. Merge tags like the contact’s first name are replaced when you send.

2. Edit subject and body

   Both are rich-text editors — you can format text, add links, paste in images, and so on. Templates put you on the same page as a blank email after you pick one; you can still adjust before sending.

3. Attach files (optional)

   Drag in files from your computer, or pick from the contact’s Files tab.

4. Send

   The email goes out through your configured email integration and appears in the thread list immediately.

Note

Email integration required. You need an email integration set up on your user profile before you can send. If you haven’t connected one, the New email button still opens the panel, but a notification tells you to configure your email connection first.

Reading and replying

Click any thread on the left to open it on the right. The viewer shows:

• Subject, date, sender and recipient at the top
• The full message body, rendered with formatting and inline images
• Any attachments — click to download

Replies are picked up automatically when your email integration is connected — they appear in the thread without you having to refresh.

Who can do what

What you want to do

What you need

Read the email history

Access to the contact

Send a new email

Access to the contact + an email integration on your profile

See replies arrive automatically

Your email integration must be connected and syncing

Tips

• Save your favourite phrasings as templates. Your admin manages templates under Settings → Templates. Recurring messages (intro, follow-up, NDA cover note) become one-click sends.
• Filter to sent-only when reviewing your own outreach. The Show received checkbox can be untoggled to focus on what you wrote.
• Use the contact’s preferred language. If a template exists in both French and English, pick the one matching the contact’s communication preferences (visible on the profile overview).