Sending emails from external mailboxes

Planfix can send email notifications from external email addresses. You can configure these emails at the user level (from an employee's external email address) or at the account level (from a company's external email address).

This feature is most commonly used to create the scenario where your clients, partners, and/or contractors get emails from company or personal email addresses, as they're used to, and you do all of your work in Planfix.

Configuring external email addresses

Configuration can be done in Account Management / Email / Outgoing messages. Detailed instructions on configuring emails for employees and companies can be found here:

• Configuring employee external email addresses
• Configuring company external email addresses

Using several external email addresses

When you add a project (or projects) in the settings of a company external email address, you guarantee automatic communication with external contacts from this email address, for any task in any of the projects listed:

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Let's say an employee has access to several email addresses (personal or work addresses) and these addresses are available in the project the employee is working in. When a comment is added in Planfix that an external contact should be notified about, the employee will be able to select the address the notification is sent from:

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Go To

• Setup of outgoing mail
• Work in Planfix by means of email