Conversation history in emails for contacts without Planfix access
Planfix gives users the ability to add conversation history to email notifications for contacts without Planfix access.
This history shows a maximum of 3 previous messages, not including the current message (4 total).
To enable this, go to Account management / Email / Notifications for external contacts:
And activate adding the latest messages from the conversation history to the body of emails sent from Planfix:
Once this has been done, every email that any of your contacts receives will contain up to three recent messages from the conversation:
- If there are parallel conversations involving different contacts (or employees) in a task, each contact will receive only the messages that they wrote or that were addressed to them.
- Only what the contact has written in the current email, without duplication, will end up in Planfix.
- This option is only available for users with paid or premium accounts.