Notifications for contacts without access: Difference between revisions
From Planfix
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*[[Sending files as attachments|Send up to 10MB in attachments]] | *[[Sending files as attachments|Send up to 10MB in attachments]] | ||
*[[Add plain-text version to emails]] | *[[Add plain-text version to emails]] | ||
*[[Add recent messages from the conversation with the contact | *[[Conversation history in emails for contacts without Planfix access|Add recent messages from the conversation with the contact]] | ||
*[[Specify the email addresses of all recipients in the email]] | *[[Specify the email addresses of all recipients in the email]] | ||
*[[Add a pixel to track email opens]] | *[[Add a pixel to track email opens]] | ||
Revision as of 14:58, 2 December 2024
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
- Add recent messages from the conversation with the contact
- 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.