AnsweredAssumed Answered

Emails from clients

Question asked by Anna-Louise Brown on May 2, 2018
Latest reply on May 3, 2018 by Anna-Louise Brown

I find it very valuable to send emails to clients from Xplan, so they are stored in file notes.  However, I do not know how to receive the client response back into XPlan.  Therefore, they come back into my gmail account and I realistically only have time to upload about 2% of those replies into XPlan notes.  

 

It means that XPlan cannot be my one stop shop for my business.   

 

Over the last fifteen years I have asked XPlan if anything can be done about this three times.  Once I was given a three page sheet in small font full of what looked like code!

 

Does anyone know if anything is available that I don't know, enabling this to be done easily and acknowledging that I am not a programmer?

Outcomes