Managing Drafts
Overview
SuiteCRM 8 automatically saves your email as a draft when closing, ensuring you never lose your work.
Drafts are stored until manually deleted or sent.
Drafts are saved when you close the compose modal if any of the following fields contain content:
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Email body (excluding email signature)
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Subject
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Attachments
Managing Drafts
Draft Saved Notification
When you close the compose modal and a draft is saved, the "Draft has been saved." label briefly appears on screen to confirm your email has been preserved.
Drafts Button
When drafts are saved, a button appears in the bottom right corner of the screen displaying:
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The current number of drafts
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10+if there are more than 10 drafts
Click this button to view your list of saved drafts.
Draft List
The draft list displays all your saved drafts with the following information for each:
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Recipient: Shows the first "To" record, or the Related To record if it’s in the To list, or "No Recipients" if none specified
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Subject: The beginning of the email subject
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Last Modified: Date the draft was last modified
Editing a Draft
To edit a draft, click on the item in the draft list.
When editing a draft:
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The modal header displays "Draft" instead of "New Email"
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A trash icon appears in the bottom left corner to dismiss the current draft
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The draft will not appear in the draft list while being edited
Deleting a Draft
There are currently 2 ways to delete a draft:
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The trash icon that shows on the draft list
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The trash icon in the compose modal when editing a draft
Dismiss All Drafts
Click the "Dismiss All" button at the top of the draft list to delete all drafts at once. An inline confirmation (Cancel/Confirm) will appear before deletion.
ℹ️ Drafts currently being edited will not be dismissed when using "Dismiss All".
Disable Drafts Popup
To disable the drafts popup, navigate to Admin > Email Settings and toggle off "Enable Drafts Popup".
When disabled, drafts will still be saved but the popup will not appear when closing the compose modal.