Ideas

email files through Clockwork

It would be beneficial to be able to email files through Clockwork.

For example I need to email Bob Smith's resume to my client. I go into Bob's record, click on the file tab, there is an option to download or attach to an email. Instead of downloading and then sending. Make it a 1 step.

  • Guest
  • Nov 17 2020
  • Shipped
  • Attach files
  • Admin
    Clockwork Product commented
    May 04, 2021 21:54

    Our apologies, this new release does not allow for Users to send files attached to person records. We will add that as a new idea in order to track it separately.


    The Clockwork Product Team

  • Admin
    Clockwork Product commented
    May 04, 2021 21:51

    Thank you for being an invested Clockwork User!

    Today we released an improvement to Mass Mail in Clockwork. Not only can you now add images in the editor, you can also attach documents.

    We appreciate your participation in the development of this Clockwork!

    The Clockwork Product Team