Tracking System-Generated Emails
Amanda Aparicio
Would love to have a way to see past emails sent to a client via the client task notifications or automations in the firm tasks.I know there's the email integration to hook to an inbox, but looking specifically for a way to track when other emails that are system-generated are sent to a client in case we need to refer back to them & the dates they were sent for any reason.
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Canny AI
Merged in a post:
Email Logs Include Automatic Emails & Automatic Client Notifications Sent Via Email Through FC
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Sarah L
Currently (and counter-intuitively), emails that are auto sent in projects, or 'client notifications' that are auto sent through projects via email, do not show up in the client's 'emails' section.
Amanda Aparicio
Merged in a post:
Sent Folder Confirmation for Task Automation Emails
Amanda Aparicio
I want to suggest an enhancement to Task Automation emails. Currently, when an email is sent to a client via Task Automation, there is no way to verify that it was sent. Adding a feature that saves these emails in the Sent folder would provide confirmation and improve tracking. This would ensure transparency and allow users to verify communications effortlessly.
Amanda Aparicio
Merged in a post:
Client notification feed to see when they were sent notifications
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Shahram Zarshenas
Want to be able to see when a contact on a client has been notified or maybe just show the audit trail of notifications to the client on cleint tasks, proposals, and other areas
Amanda Aparicio
Merged in a post:
Being Able to Track Emails Through Task Automation
Amanda Aparicio
We have clients we send reminders to and have set up that as a part of our task when you check it of an email gets sent automatically, but there is now way for me to verify if it was sent or I don't have the ability to forward the original email as proof that it was sent.
Amanda Aparicio
Merged in a post:
Is there an easy way to see emails sent to clients by FC?
Amanda Aparicio
Is there a way to see the emails sent to our clients by the Financial Cents system? If not, can we add a default cc or bcc for all emails sent by FC on our behalf?Thanks!
Amanda Aparicio
Merged in a post:
Task auto emails should appear as emails in the client profile / project view
Amanda Aparicio
When creating and sending automatic emails to clients, they should appear in the emails view so that we can see what correspondence has gone to clients.
Canny AI
Merged in a post:
Auto generated emails not shown
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Emily Dale
Have emails sent from a client task automation show up in the 'Email Sent' items.