Email integration facilitates seamless communication by enabling users to send and receive emails directly within Acting Office, eliminating the need to toggle between different applications. Our smart email functionality helps not only in sending and recording emails but also provides an array of quick actions and intuitive reminders for users ease.
Composing emails in Acting Office
Click on the email icon in any business or contact profile to write an email. You can use 'Shift+E' as a shortcut to access this directly.
Select the user from whose email ID you want to send this email.
Tick the checkbox depending upon need to include the signature with this email.
In the 'To' section select the contact to whom this email has to be sent. Emails of only contacts added into the system can be placed here.
Select people to be kept in the CC, BCC section. Internal users and the clients added as contacts can be added here.
Composing an email Input the subject line of the email. Here are some quick action buttons exclusively available in Acting Office-
a. Canned emails- Pre written email templates which have been added in the profile settings are readily available and could be easily edited, if needed.
b. Quotes- All pending quotes can be attached with the click of this button. c. Invoices- Helps in attaching a button for unpaid invoices and proactively keeps you reminding about any pending invoices where emails are sent without attaching them.
d. E-statement- Created requests can be added as buttons into the email content and can also be created here itself.
e. Data requests- Links requesting specific information from clients can be attached as content of the email and can also be created here.
Quick action buttons Write the content and attach files, if needed.
Use 'save draft' or 'discard' email buttons for managing the composed email.
Click on 'Send' to finally shoot this email. You also have a drop down just beside the send button to schedule an email at a specific date and time for the email to be sent.
All emails are saved in the history of the client for future references. You also have a dedicated section for emails containing following tabs -
Tab 1- Access your ‘Inbox’
Open your Inbox to see all incoming emails.
Use the search bar to find specific emails quickly.
Apply various filters to organise emails.
Mark important messages with a star for quick access.
Easily sort emails into groups of read or unread emails.
Accessing the 'Inbox' section
Tab 2- ‘Sent’ tab
Open the sent tab to see all outgoing client emails.
Use the same powerful search and filter tools available in your inbox to manage your sent emails.
Accessing the 'Sent' section
Tab 3- Managing ‘Drafts’
Navigate to the drafts section to access your work in progress.
Benefit from automatic saving of drafts as you type, ensuring you never lose your work.
Concentrate on crafting the perfect message without worrying about manually saving it, though you still have a button to manually save a draft.
Accessing the 'Drafts' section
Tab 4: ‘Scheduling’ emails
Monitor all active scheduled emails.
Make adjustments or cancel scheduled emails as necessary.
Accessing the 'Schedule' section
Hope this is helpful.
Last updated