Q: Why can’t I send an email by clicking on a client’s email address?
On a client’s page in MagManager, when you click on an email address at the top of the page or on the Contacts tab, the default email client on your computer or device (such as Outlook) will open to send the email. This works in the same way as clicking on a hyperlinked email address on a website to send an email.
If this doesn’t work, it is probably because you don’t have an email client like Outlook, Thunderbird or Mac Mail set up on your device. If you use the online version of Outlook, webmail or Gmail to send your email, you will need to copy and paste the email address. See the next question for getting these emails to appear on the client’s timeline.
Q: Why doesn’t the email I sent from MagManager appear in the client’s timeline?
System emails that you send from MagManager for booking confirmation, invoice email or mailshots will always appear in the client’s timeline.
See also: Using the Client Timeline
If you click on a client’s email address at the top of their page, then provided the email sends from your computer or device’s email client (such as Outlook, as described above) the email will appear in the timeline provided you do the following:
- Ensure that the email address you are emailing from is the email address you log into MagManager with, or has been entered as an “additional email” for you, which you can do by clicking on your initials at the top-right of the screen and then clicking on “My Details”.(This is so MagManager knows who sent the email.)
- Ensure that the email address you are writing to is included as a primary contact or additional contact for your client in MagManager. (This is so MagManager knows which client you emailed.)
Q: I added a bcc to “rocket@magmanager.space” to an email, so why isn’t it in the timeline?
If you want an email you send outside MagManager to appear in your client’s timeline, including using Outlook Online, webmail or Gmail, you will need to do the following:
- Ensure that the email address you are emailing from is the email address you log into MagManager with, or has been entered as an “additional email” for you, which you can do by clicking on your initials at the top-right of the screen and then clicking on “My Details”.(This so that MagManager knows who sent the email.)
- Ensure that the email address you are writing to is included as a primary contact or additional contact for your client in MagManager. (This is so MagManager knows which client you emailed.)
- Includethe email address rocket@magmanager.space in the BCC field so the email is copied back to MagManager.
Note: when your client replies to an email sent in this way, the bcc field gets removed, so the reply will not appear in the timeline.
Q: Why isn’t my client’s reply showing in the MagManager timeline?
If you click on a link in MagManager to send an email using your email client (such as Outlook) then although a copy of the original message will go in the timeline, the replies will not.
When your client replies to a system email that gets sent directly from MagManager (eg, booking confirmations, invoice emails and mail shots), the reply will appear in the client’s timeline provided:
- The client clicks reply on the original email you sent from MagManager and, they are replying from the same email address that the original email went to. (ie the email address on the client record.)
- The email address they are replying from is recorded in their client contact details in MagManager.
NOTE: If your client uses more than one email address, such as info@mycompany.com and admin@mycompany.com, you should ensure that the additional email addresses are stored in MagManager as additional contacts so that MagManager can correctly assign all incoming email to the correct client.
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