Notifications for contacts without access

Notifications for contacts without Planfix access and templates for these notifications can be set up in the section Account management - Email - Notifications for external contacts:

Options for outgoing email

The following options are available:

• Use unique reply addresses for each message
• Send up to 10MB in attachments
• Add plain-text version to emails
• Conversation history in emails for contacts without Planfix access
• Specify the email addresses of all recipients in the email
• Add a pixel to track email opens
• Task template for sending emails to contacts

Notification templates

Basic:

• New task assigned to a contact
• New comment a contact was notified about:

Additional notifications, which are optional:

• Task created from an external contact's incoming email (auto-response)
• Task accepted that an external contact owns
• Status changed of a task an external contact owns:

Please note: Additional notifications are disabled by default.

You can also specify which email addresses do not use to receive robot responses.

These addresses will not be used for:

• Auto-responses;
• Task notifications;
• Emails sent by automated scripts.

Important

If the assigner of a task is an external contact without Planfix access and the assignee is another external contact without access, notifications will not be sent to the assignee.

Go To

• Notifications for contacts
• Contacts
• Feature Description