The Communications section is a log of all communications sent from Buildxact and the responses received.
This article details the different forms of communication available, all of which can be viewed through the Communication section in the left-hand menu of Buildxact.
There are four main areas in the Communication section in Buildxact.
This section shows any emails you have sent to your clients (customers) or contacts (suppliers/dealers, trades, contractors, etc.). You can also forward and resend email messages from here.
Email response will only come back into Buildxact if you have integrated your email.
Click the button below to learn how to connect your email.
This section shows sent SMS text messages. You cannot receive SMS text messages back into Buildxact. Meaning your client or contact can receive SMS texts from your Buildxact account, and if they reply, the SMS text message will go to the mobile phone number you nominated when setting up your "My Business" section in Buildxact.
NOTE: SMS is not available to North Amercian users.
Shows activity relating to all stages of the request for quote (RFQ) process. You can also click on the description the open the RFQ and to view or make any changes.
Shows activity relating to any client portal that you have published and shared with your clients. You can view and reply to messages from the client here. (This feature is available on the Pro and Teams subscription only)