Feature Overview Video
Communication Center: Comment and Email within the Context of a Record
Effortlessly collaborate with your team using SmartSuite's Communication Center. This tool centralizes email, comments, and tasks for each record, streamlining your workflow and keeping communication contextual.
Plan Availability | All Plan Types |
Permissions | All Roles can use the Communication Center including Guest, General Access, Solution Creator, and Administrator |
Related Reading |
Features Overview
The Communication Center enhances collaboration by offering:
Emails: Send and receive emails directly within records.
Comments: Share thoughts and feedback in real-time.
Templates: Save time with reusable email templates.
Enabling Emailing from a Record
Open the Communication Center in a record.
Click the gear icon in the top-right corner.
Toggle on the Emails option.
Once enabled:
New sections will appear under the Communication Center, making it easy to organize communications.
The Email sub-section provides a consolidated view of all emails related to the record and options to send new ones.
Sending an Email
Navigate to the Email section within the Communication Center.
Use pre-created templates or include information from the record to craft your email.
Send the email, and any replies will automatically be added back to the record's Communication Center.
Connecting Your Outlook or Gmail Email Account
Authenticate your Outlook or Gmail account to sync emails directly with SmartSuite. Follow the steps in the related guides
Managing Email Templates
Save time with templates tailored to your communication needs:
Create a new email or open the Template Management UI.
Add your content, including text, formatting, fields, and attachments.
Save the template for future use.
To use a template:
Select it from the template list.
Review and customize it as needed.
Send your email effortlessly.
Practical Scenarios and Use Cases
1. Departmental Collaboration
Scenario: The Sales team requires a centralized space to handle client communication.
Solution: Enable the Communication Center for client-related records, ensuring all emails and comments are accessible in one place.
2. Streamlining Customer Support
Scenario: A support team needs to maintain a clear log of client emails for each issue.
Solution: Use the Communication Center to track and respond to emails within support tickets, keeping correspondence organized.
3. Efficient Project Management
Scenario: A project manager wants to communicate updates without leaving the project record.
Solution: Utilize email templates to send progress updates directly from the Communication Center, saving time and ensuring consistency.
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