---
title: "Messaging from the Person Record"
slug: "messaging-from-the-student-record"
updated: 2026-04-07T18:56:15Z
published: 2026-04-07T18:56:15Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Messaging from the Person Record

You can communicate with a constituent directly from the [record](/v1/docs/getting-started-with-records) on the **Dashboard tab**.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Person record contact methods.png)

## Sending an email from the person record

On a person record’s Dashboard tab, select the email icon next to the record name or the email address under **Connect**. The **Send Message**popup appears.

[![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Send Message Popup with Slate AI.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/9511003845019.png)

In the Send Message popup, you can:

- Change the **Sender** email address for your one-time message
- Select the Recipient email address from the email addresses associated with the person record
- Edit message content.
- Access saved [Inbox Snippets](/v1/docs/inbox-snippets).

Select **Send**to send the message.

## Sending a text message from the person record

In addition to email, text messages can be sent from the person record. From the **Connect** section of the person record, select the person’s **Mobile** number. A **Connect** popup appears.

[![Recipient_Cell_Numbers.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/aqthuelqa0e2wrutvsregwmceclip5.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/aqthuelqa0e2wrutvsregwmceclip5.png)

To send a text message, select **SMS**. A text message version of the **Send Message** popup appears. The popup includes access to any mobile-friendly Inbox content blocks (snippets) you have created, similar to the message option selected above.You can also choose between available recipient mobile numbers when composing a text message from the person record.

## Sending emails to relations from the person record dashboard

When sending an email from the person record, you can CC the record's [relations](/v1/docs/relationships) and alternative recipient email addresses.

1. When composing an email message from the person record, click the `@` icon. The **Address Book** popup appears. [![Address Book Icon](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/9515616139419.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/9515616139419.png)
2. Select the record's additional recipient email addresses (listed with no value in the **Relationship** column) and the email addresses of any desired relations to CC on the message. [![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/9511110753435.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/9511110753435.png)
3. Click **Add**. The selected address are added to the message popup. [![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/9511228004891.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/9511228004891.png)

## Delaying message delivery

1. When sending an email to a person from their person record, you can delay delivery of your message for up to 24 hours. [![Delay Delivery Icon](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/9513097924507.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/9513097924507.png)
2. Enter the time that you want your message delivered and click **Save**.

Once delay delivery is set up for your message, selecting **Send** at the bottom left of the **Send Message** popup will schedule your message for delivery at the designated time. [![Delay Delivery Popup](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/9513065884059.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/9513065884059.png)