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in system emails

Emailing Items Tracking Emails

Emailing Items
Last updated on 26 September, 2017

You can use Knack to send emails directly from the system (instead of downloading and emailing manually). This helps make your life a little easier, since it can be annoying to constantly download and create new emails.

You can email a range of items, such as;

  • Quotes
  • Invoices
  • Statements
  • Purchase orders
  • Credit notes
  • Delivery notes

To do this;

  • Open the item that you want to email.
  • Select "email quote" or similar from the menu.
  • Select either a Knack user, client contact or other email address.
  • Write a message if you would like to.
  • Click send.

Note that emails sent from in-system are not copied to you and there is no notification for them. Knack simply sends an email with the attachment to the address selected.

Emailing Items > Knack Knowledgebase > Business Management Software

Tracking Emails
Last updated on 26 September, 2017

When sending in-system emails, Knack allows you to track opens. Doing this will notify you that the email was opened by the recipient, and this notice will also be recorded under the prospect, client or supplier.

To do this;

This is a PRO feature and will not be available if you are on a free account.

Tracking Emails > Knack Knowledgebase > Business Management Software

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