Work in Planfix by means of email: Difference between revisions
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Working by email with external contacts | Working by email with external contacts | ||
● Working with clients by email | ● [[Working with clients by email]] | ||
● 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.
- Assigning tasks by 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
- Recommendations for using external email addresses
● 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