Email Communication

What is in this module

Every report this module produces →Named and listed in full, with the question each one answers.

1. 01

   Send Emails

   Email many of your clients at once.

   What you can do here

   • Choose where the replies land
   • The firm’s letterhead and disclaimer are already there
   • Or start from a saved template
   • Attach a file
   • Six ways to build a recipient list
   • Email everyone who has a particular service
   • Or straight from the client master
   • Import a list from a spreadsheet
   • Mix sources in one send
   • Send as a branch
   • Emails can fire on events too
2. 02

   Send Email from Task

   Email from inside a task to any address on the client's list or a custom one, with the log kept in the task as a record of what was said.

   What you can do here

   • The client’s people are already on the screen
   • Classify what kind of email it is
   • It is filed against the job, not in your sent items
   • And MyTask’s own emails appear in the same history
   • Attach from a file or from a URL
3. 03

   Email Template & Custom List

   Save the templates you use often and the lists you send to — advance-tax clients, GST clients — so a message reaches exactly who it is meant for.

   What you can do here

   • Build a saved list the same six ways you build a one-off send
   • See exactly who is on it before you save it
   • The partner writes it once, everybody sends it
   • One footer on every email, kept in one place
   • Templates and footers per office
   • And save the lists you write to again and again
4. 04

   Email Reminder Scheduler

   Save an email once — content, attachment and recipients — and have it sent every week or every month on the day you choose.

   Reports from this screenSee them in the catalogue →

   • Every Reminder You Have Running

   Actions you can take from this screen

   • Write the email once and stop thinking about it
   • Weekly or monthly, on the day you pick
   • And you can still send it by hand
   • Recipients saved with the reminder, and previewed
   • Each office runs its own