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Status Shipped
Categories CRM App
Created by Guest
Created on Nov 27, 2020

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Resend & Forward email functionality

A customer has highlighted that there is currently no easy way of re sending an email to a customer should they fail to receive it.

On the Saved document once the initial email has been sent; it would be helpful to have a resend button that sends the same email again to the same recipients. This save users having to redo the email from a template should their customer request it.

Note: even just a "forward" button would allow for this (you could forward it and send it again to the same recipient). This is what you would do in outlook/gmail.

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  • Admin
    Andrew Ardron
    Reply
    |     Mar 13, 2023

    We've added forward and reply buttons to the document window in the CRM when viewing an email.

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  • Guest
    Reply
    |     Nov 18, 2022

    This would definitely be helpful to us in following up with customers and having the ability to prove communication sent if the customer missed it in their in box

  • +15
2 MERGED

Add forward, reply and reply all buttons to email documents

Merged
It would be useful to have a reply and reply all button on emails. Populate the subject with "Re:" prefix, maybe populate the content from the new htmlcontent field.
Guest over 5 years ago in  0 Shipped
4 MERGED

Forward emails from within the CRM

Merged
Whilst it is possible to send emails from and save emails into Prospect once they are in it they are static and can't be interacted with as you would with an email in another mail client. At the minute if you want to forward the email you have t...
Guest about 5 years ago in CRM App 1 Shipped
6 MERGED

Ability to Resend HTML E Mail Quote Document

Merged
If customer claims they have not received the document unable to resend the HTML e mail quote document - unable to check in Sent Items within Outlook -f thsi was na option then we coudl resend from Sent Items
Guest over 4 years ago in  0 Shipped
3 MERGED

Forward sent emails

Merged
The ability to forward emails after they are sent within the CRM
Guest over 2 years ago in CRM App 0 Shipped