Forward an email and file it where it belongs
Forward a client email to Rofinery to save it as a note, add it to a task, or create a new one.
The brief in your inbox
The client’s email is often the brief, the feedback or the sign-off. But it stays in one person’s inbox, where the rest of the team can’t see it.
Every client, lead, project, task group and subtask in Rofinery has its own email address. Forward to it and the email lands in the right place.
What email forwarding does
One forward, filed in the right place.
Notes on records
Forward to a client, lead or project address and it's saved as a note
Add to a subtask
Forward to a subtask's address and it's added to the discussion, attachments included
Create a subtask
Forward to a task group's address and a new subtask is created from the subject
No setup
Addresses are ready to use. Copy one from the record
Spam checks
Auto-replies, bounces, mail loops and senders that fail checks are turned away
A new address when needed
Generate a new address if an old one has been passed around
Questions about email forwarding
No. Each record already has its own address. Copy it and forward.
Attachments forwarded to a subtask are saved to its files.
Get client emails out of your inbox
Or see where forwarded emails land.