👥Clients Communication
Jack S.
It would be great to be able to 📨send to customer emails directly from the customer card in Clients.
This would streamline workflow; you wouldn't have to switch to Gmail or another email program.
Additional Issues:
📨Sending Emails
It would be great if these emails ultimately originated from your own SMTP server, which could be connected to Upbase.
Or at least you could connect your own domain to it, just like mailing systems do. You add the appropriate configuration in your DNS and SPF, authorizing Upbase to send emails on your behalf, using your domain or a dedicated subdomain.
📥Receiving Emails
It would be great if, when replying to a RE, the customer also forwarded the email to Upbase. This way, you wouldn't have to track it in your email program.
I know, this would require integration with, for example, Gmail or IMAP.
But initially, the response could go directly to Upbase.
A
Aaron Blanco Tejedor
This is a really great idea!! 👏🏼 I guess to send email a SMTP configuration would be ideal, and about receiving them... we can already add tasks to a list by sending emails to an email address, if a specific email address is added to the email that is being sent, so when the client reply they also reply to the same email address, maybe Upbase could just re route it to the right customer portal.