Difference between revisions of "Work in Planfix by means of email"

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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]]
 +
*[[Recommendations for using external email addresses]]
  
  
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Working by email with external contacts
 
Working by email with external contacts
  
●      Recommendations for using external email addresses
+
●      [[Working with clients by email]]
 
 
●      Working with clients by email
 
 
 
●      Configuring incoming mail
 
 
 
●      Configuring outgoing mail
 
 
 
●      Dashboard
 
  
 
●      Tracking sending and reading of emails
 
●      Tracking sending and reading of emails

Revision as of 01:50, 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



●      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

●      Working with clients by email

●      Tracking sending and reading of emails


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