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Client Task - Auto Send Emails

  • 1 October 2021
  • 3 replies
  • 145 views

Userlevel 1

Hi there, as a new company to Karbon, can anyone advise how the client emails get sent?  Are they automatic or do I need to go into the Work task and send them?

Thanks

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Best answer by max 7 October 2021, 17:49

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3 replies

Userlevel 7
Badge +19

Here is a link to a really helpful article on Client tasks and sending emails.

https://help.karbonhq.com/en/articles/1524688-sending-client-tasks

@Debbie Theobald if this is the best answer, can you mark it?

@DianeK I need to get better at finding those articles, lol.

Userlevel 7
Badge +13

Here is a link to a really helpful article on Client tasks and sending emails.

https://help.karbonhq.com/en/articles/1524688-sending-client-tasks

Userlevel 1

There are two ways. You can send them from the client’s work as you need and you can also scheduled them to be sent.

Hope this helps.

 

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