Work in Planfix by means of email
Some functions of Planfix are available by means of email. You can set tasks and correspond on them without calling the system - just sending emails to special addresses.
- 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 outgoing mail
- Personal area
- Conversation history in emails for contacts without Planfix access
- Access to data on sending and reading emails