Communications

Communications records messages exchanged through PlanMan. You can review them from the main Clients > Communications page, a client's Comms tab or a project's Comms tab. Open the client or project first when the message needs that context.

Send a new message

1. Open the client record and choose Comms. For a project-specific message, open that project's Comms tab instead.
2. Click the plus button above the table.
3. Enter the Subject and message.
4. Send the communication using the form's send button.

The new-message form on a client requires permission to update clients; the project form requires permission to update projects. The form also checks for a valid recipient email address and is unavailable for sending during a trial.

PlanMan saves the message in the communication history. Client communications use an email notification directing the client to sign in and read the message, so include the substance of the conversation in the message itself. This history is not a view of every email in your external mailbox.

Read and reply

Click a communication's date to open its subject and body. For a message received from the client, use Send Reply to compose a response. The reply form supplies the existing subject and quotes the earlier message; add your response before sending it.

A project reply keeps the project association and can use the project's contact email where one is valid. Communications on an archived project remain viewable, but the project must be unarchived before changing its records or sending project communications.

For internal staff discussion rather than a client message, see Project Chat.

For sending from your own mailbox and importing matching replies, see Microsoft 365 email.