General updates
CloudT enables automatic updates to be sent to customers/contacts via email.
There are several sections within the platform where, during the registration process, you are given the option to automatically update your customers.
The modules that are provided with this feature are:
- Payments
- Company documents
- Payroll
- Books
- Taxes
- Archive
To inform your customers directly about the evolution of their entries:
- Go to the section you want
- Press "Create"
- Select the ''Send email to user'' field
- Finally press "Save"
If you want the customer to receive updates every time a change is made to the entry, you will need to select the "Send email to user" field again after editing it and before saving it.
If you wish to inform the customer about a specific task, without any modifications having been made to it:
- Select the entry you want.
- Tap action selection
- Select the action you want
- Press the execute button "▶"
- Fill in Subject and Message for the recipient (Optional)
- Tap "Perform action"
The basic requirement for your contacts to receive updates is that their email address must be correctly entered.