Consolidate Client Task Emails
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Robert McGee
One of the biggest complaints from our client is the number of automated emails they receive from our firm. I don't know if this is possible, and I don't even have a good suggestion for it (my mind is working on one at the moment, wait for it). But does anybody have any thoughts how consolidating client tasks emails.
Okay here goes on my suggestion, if I have 5 projects for a client, and each has open client tasks to be sent on different days of the month could we find a way to bring them together into 1 email to the client listing the multiple projects and client task per project. Actually lets say we consolidate for the week, say a client would be receiving an email on Monday, Tuesday, Thursday, and Saturday... is it possible to have these emails consolidated for the week and choose a day, say Wednesday, that they all get sent together.
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Michelle Doherty
I've been struggling with this too... I even specifically try to combine client tasks from several projects onto one main project for this reason. But then, when the client replies to each item, I receive individual emails, so I'm sure when I reply back on each they're also receiving a separate email for each of my replies. I'm not really sure how to resolve this, but I know my email inbox is often a scary place to be, so consolidating as much as I can is desirable.
Amanda Aparicio
Robert McGee, curious what your thoughts are! Maybe something like a "Email Digest" for clients? But wondering if there are cases where you'd want to ping the client immediately, still, vs. having the digest?
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Robert McGee
Amanda Aparicio Yes, all the scheduled client tasks could be on the digest email. If we need to send a single client task immediately could we still hit the send now button to send it out individually.
If this is possibly could the digest email option be on a toggle. If so, I'm not sure if we would want the toggle just on the firm level or by client, and if by client does the firm decide for the client or could it be an option for the client in their portal as well.