Difference between revisions of "Work in Planfix by means of email"
From PlanFix
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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]] | ||
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+ | ● Assigning tasks by email | ||
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+ | ● Project email addresses | ||
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+ | ● Adding actions by email | ||
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+ | ● Adding an external email to a task | ||
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+ | ● Rules for creating tasks by email | ||
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+ | ● Rules for adding emails to existing tasks | ||
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+ | ● Virtual email addresses | ||
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+ | Working by email with external contacts | ||
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+ | ● Recommendations for using external email addresses | ||
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+ | ● Working with clients by email | ||
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+ | ● Configuring incoming mail | ||
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+ | ● Configuring outgoing mail | ||
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+ | ● Dashboard | ||
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+ | ● 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.
- How to set task via email?
- Email address of the project
- Project email addresses
- How to add the action by means of email?
- Adding an external email to a task
- How do you assign a task to a user from a different Planfix account?
- Rules for creating tasks by email
- Rules for adding emails to existing tasks
- Virtual email addresses
Work with external contacts by email
- How to work with the client via email?
- Configuring incoming mail
- Configuring outgoing mail
- Client's Dashboard
- Conversation history in emails for contacts without Planfix access
- 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