How to communicate with external people (customer) while centralising this communication in the project?
We are starting to use zoho projects and I'm wondering about the best way to communicate with customers and keep the relevant communication about the project, in zoho projects.
I tried a bit the zoho desk integration, but it seems extremely time consuming to create a ticket with all fields for something that you just want to ask the customer for feedback or some small bit of information in relation to the project. Sending an email directly to the customer from my own account is not a good way to achieve this, I need other people to see these communications with the customer and these communications need to be related to a task. For example, we need to ask the customer for details about their system related to a task, that should be a communication from the task to the customer as if it was a ticket.
As it is, the integration with desk seems to be creating a task of a task, because I need to create a ticket, categorise and all other things related to a regular ticket, put a description which works like a cusotmer request, and then create a task that is synced to zoho projetcs. It is a lot of steps and a different tool to use when what we wanted was just to send a message to the customer, about a specific task and get the communication centralised around that task only, avoiding mixing subjects and allowing other people to step in if necessary at any given time.
If there a way to acomplish this?
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