Efficient Email Management

The Unified Email Inbox in FieldCamp centralizes all client communications into a single location. It enables users to view, manage, and respond to emails efficiently, ensuring that all client interactions remain organized and accessible. Features like filters, labels, smart replies, and templates enhance workflow efficiency, reducing the time spent managing emails.

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Key Features of the Unified Email Inbox

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1. View Your Unified Inbox

• Access All Emails: The inbox displays all incoming and outgoing client emails in chronological order.

• Unified View: Emails from all linked accounts (e.g., Gmail, Outlook) are consolidated for convenience.

• Highlight Priority Emails: Important emails can be flagged or marked for quick identification.

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2. Search and Filter Emails

• Use the Search Bar:

  • Enter keywords, client names, or email addresses to locate specific emails quickly.

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3. Open and Read Emails

• Click on an Email: Select an email from the list to open it and view the full content.

• Review Attachments:

  • If the email includes PDFs, images, or documents, download or preview them directly from the inbox.

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4. Respond to Emails

• Quick Reply:

  • Click “Reply” or “Reply All” to compose a response directly from the email view.

  • Type your message in the text box.

  • Attach necessary files by clicking “Attach”.

  • Click Send to deliver the email.

• Forward Emails:

  • Use the “Forward” option to share the email with team members or external contacts.

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6. Smart Reply for Personalized Responses

FieldCamp’s Smart Reply feature uses client data and previous communications to generate a personalized response for each email.

• Click on Smart Reply: When viewing an email, click the Smart Reply button.

• Review the Suggested Reply:

  • The AI-generated reply considers past interactions and relevant details.

  • Users can edit the reply to ensure accuracy and personalize further if needed.

• Preview Before Sending:

  • Click Preview to see how the email will appear to the recipient.

• Send the Email:

  • Click Send once the message is finalized.

  • A confirmation notification will appear upon successful delivery.

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Key Benefits

• Centralized Communication: Access all client emails in one unified inbox.

• Enhanced Search & Filters: Locate specific emails instantly.

• Time-Saving Automation: Utilize Smart Replies and templates for quick responses.

• Improved Organization: Label, archive, and categorize emails effortlessly.

• Seamless Client Interaction: Maintain a structured email history for better client relationships.

With FieldCamp’s Unified Email Inbox, users can manage emails more effectively, ensuring faster response times, better organization, and seamless communication with clients.