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Messaging, Meetings and Mail
Integrate messaging, mail and meeting bookings directly in Enquire to track and manage all communications and interactions, without any changes to your existing mail and messaging system.
Messaging, Meetings and Mail
Enquire’s cloud environment uses a hosted email service for sending and receiving email. This allows mail, messaging and meeting booking services to be available directly within workflows, business processes and contact management within Enquire while requiring no changes or impacts on your existing mail system.
Enquire uses mail delivery for:
- Event based alerts and notifications
- Messaging correspondence
To send on behalf of a users email address, the Enquire CRM and user services needs to be synced with staff email addresses. The DKIM records will need to be configured to send emails as the staff email accounts.
Enquire will then send email via the Amazon Mail gateway on behalf of these users.
An overview of the messaging correspondence capabilities are listed below:
Launch message interface
A user will be able to launch the message compose interface.
Select recipient
A message can be sent to a range of recipients. A user will be a to select:
- Individual contacts from CRM
- Contact/Distribution List
- Team/Role
- Email address entered directly into “to” line.
Compose
A user will be able to enter a subject line & compose the body of the email.
Security classification and metadata
A user must select a security classification and fill out / have auto filled required metadata
Add or remove tags
A message will be tag to the sender, recipients from the CRM and the vertical object from which the “compose” action was initiated. Additional tags can be added and removed.
Insert system information
Some smart tags and contextual options will be available to enter into email body.
Attach a document
A user will be able to attach a document stored in a System document library
Add a link
A user will be able to Insert/remove a link to a document stored in a System document library
Store in correspondence tab
Composed, sent and draft messages will be stored in the sender’s correspondence library. Draft messages are not visible to recipients until they are sent.
Key Features
Enquire makes managing grant, contract and impact reporting easy with a wide range of ready to use no-code features that streamline administration, improve program visibility and automate reporting management.
Template and Data Configuration
User and System Management
Template and Data Configuration
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