Sending emails directly from Exacc streamlines your communication workflow by keeping all customer interactions centralised within your contact records. This integrated email functionality allows you to send invoices, quotes, statements, and general correspondence whilst automatically logging all communication history for future reference and relationship management.
This guide walks you through the complete process of emailing contacts including selecting recipients, composing professional messages, attaching invoices and documents, configuring email options such as tracking and scheduling, and reviewing sent email history within contact records.
By the end of this tutorial, you will be confident in sending professional emails to individual contacts or bulk groups, attaching relevant business documents, and maintaining comprehensive communication records that support excellent customer service. Let's get started!
Follow these steps to send emails to your contacts
Congratulations! You have successfully sent an email to your contact through Exacc. Your communication has been delivered and automatically logged in the contact's activity history, creating a complete record of all interactions. This integrated approach ensures that all team members can view communication history and maintain continuity in customer relationships.
As you continue using the email feature, consider creating email templates for common communications such as invoice delivery, payment reminders, and follow-up messages. This will save time and ensure consistency in your business communications. Remember that all sent emails are tracked and archived within each contact's record for easy reference and audit purposes.
For further assistance with email templates, bulk communications, email tracking features, or other Exacc functionality, please explore our comprehensive Help Centre or contact the Exacc Support Team.