Kuhlekt

Path: Account->Open Items->Timeline The Activities section allows you to create and send an SMS to a customer directly from within Kuhlekt. Depending on your ‘Data permissions’, you can create, send, edit or delete an SMS. Click on ‘Create SMS’ to create an SMS. The SMS form is quite simple with…

Path: Account->Open Items->Timeline Emails can also be created directly from a Phone call, Note or PTP, which creates a new email with the details of the item. To create an email from a Phone call, Note or PTP, simply click ‘Email’ from the item.

Path: Account->Open Items->Timeline The system also allows for inbound emails from customers. When the emails are sent, the subject line is encoded with the account number, i.e.; ‘[ACC:xyz]’ (where ‘xyz’ is the account number). When the customer replies to the email, and the email is received, the system looks for…

Path: Account->Open Items->Timeline Emails are able to be forwarded to alternate addresses.

Kuhlekt supports email receipting. When the receipt is received, the ‘Sent’ status changed to ‘Delivered’ or ‘Failed’.  This is a paid 3rd party option the free option states Sent only.

Path: Account->Open Items->Timeline The Activities section allows you to create and send an email to a customer directly from within Kuhlekt. Depending on your ‘Data permissions’, you can create, send, edit or delete an email. Click on ‘Create email’ to create an email. The email form is quite simple with…