Path: Admin > Client Info / Inbound Email Tab
You have the option to set up a standard “maintenance” email address for Requests. WebTMA can convert the email message into a record in the Request Log window and optionally use AI to enhance the request record.
The process involves a certain amount of setup in Client Info using the new Inbound Emails Tab.
You can inform your Requestors of the new email address. If details about the Requestor are in their User Management > Requestors record, that information such as location and phone number are automatically inserted in a new AI generated Request Log record.
The requestor’s message is included in the Action Requested field, and if you choose, AI suggests a Task Code based on the content of the message.
A separate document regarding setup is coming.