Work in Planfix by means of email: Difference between revisions

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*[[Conversation history in emails for contacts without Planfix access]]
*[[Conversation history in emails for contacts without Planfix access]]
*[[Access to data on sending and reading emails]]
*[[Access to data on sending and reading emails]]
●      Assigning tasks by email
●      Project email addresses
●      Adding actions by email
●      Adding an external email to a task
●      Rules for creating tasks by email
●      Rules for adding emails to existing tasks
●      Virtual email addresses
 
Working by email with external contacts
●      Recommendations for using external email addresses
●      Working with clients by email
●      Configuring incoming mail
●      Configuring outgoing mail
●      Dashboard
●      Tracking sending and reading of emails





Revision as of 01:37, 29 November 2019

Some Planfix features are available using email. You can assign tasks and communicate about them without logging in to Planfix. Simply send an email to a designated email address.



Work with external contacts by email



●      Assigning tasks by email

●      Project email addresses

●      Adding actions by email

●      Adding an external email to a task

●      Rules for creating tasks by email

●      Rules for adding emails to existing tasks

●      Virtual email addresses

 

Working by email with external contacts

●      Recommendations for using external email addresses

●      Working with clients by email

●      Configuring incoming mail

●      Configuring outgoing mail

●      Dashboard

●      Tracking sending and reading of emails


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