What is the Communications tab on a project?
The Communications tab on a commercial project is where you email the people you work with on that project and keep a record of what was sent.
The tab sits between Overview and Documents on the Project Details page.
The top card holds the email composer on its Email tab. Call and Text tabs appear in the same card but can't be selected; hovering over them shows Coming soon.
Below the composer, the Communications history lists every email sent from the project and every reply from a contact, newest first.
The card footer shows how many emails are in the history, including replies, for example 3 Emails.
When a reply hasn't been read, the Communications tab shows the number of unread emails next to its name.
Before you start sending project emails
Available to companies with Smart Pro.
Your role needs the Accounts permission. An admin can add it in your role settings.
To pick a contact from the list, the contact needs an email address saved on the account.
How do I send an email from a project?
Open the account from Accounts in the left navigation, then open the project.
Click the Communications tab.
In the To: field, start typing a name or email address and select a contact from the list. To email someone who isn't listed, type their full email address and press Enter, Tab, or a comma.
(Optional) Click Add Cc and add recipients to the Cc: field the same way.
Enter a subject in the Subject: field.
Write your message in the body.
Click Send Email.
A Sent! message confirms the email went out, the composer clears, and the email appears at the top of the history.
How do I find emails sent from a project?
Open the project and click the Communications tab.
Scroll below the composer to the Communications history.
(Optional) Use the date filter next to the heading to narrow the list: All Dates, This Month, Last Month, This Quarter, Year to Date, or Last Year.
Click Expand on an email to read the full message, and Collapse to shorten it again.
Click Load more at the bottom of the list to see older emails.
Each email shows the date and time, the subject, and the message.
Sent emails read "You sent a tracked email to" the recipient (or the coworker's name), followed by anyone CC'd and the delivery status. Hover over + more to see the full recipient list.
Replies show the user's name, "received an email from", and the contact's name and email address. Attachments on a reply appear below the message; click one to open it.
How do I reply to an email on a project?
Open the project and click the Communications tab.
On the email you want to answer, click the Reply icon, or click the ⋮ menu and select Reply.
Review the recipients. The composer fills in To:, Cc:, and a Subject: that starts with "Re:", and shows a Replying to line with the original email's subject above the subject field.
Write your message in the body.
Click Send Email.
To stop replying, click Cancel on the Replying to line. If you've written a message, confirm with Discard, or click Keep editing to go back.
How do I know when a contact replies?
When a contact replies to an email sent from the project, the reply appears in the project's Communications history.
The Communications tab shows a count of unread emails.
Unread replies are marked with an envelope icon in the card's corner.
The person who sent the most recent email in that conversation receives an email titled "Email Reply from" the contact's name, with a preview of the reply and a View Project button that opens the Communications tab.
Mark a reply as read or unread
On an unread reply, click the envelope icon (Mark as read), or click the ⋮ menu and select Mark as read.
To flag a reply again, click the ⋮ menu and select Mark as unread.
Turn reply notification emails on or off
Click your profile icon in the top-right corner and select My Account.
On the Profile page, under Receive email notifications?, select Conversation Replies to get an email when a contact replies. Clear the checkbox to stop these emails.
Click Save Changes.
Key details about project emails
The contact list comes from the account. Every contact on the account with an email address appears in the To: and Cc: lists, including contacts assigned to other projects.
A subject, a message, and at least one recipient are required. If one is missing, the composer names it, for example "Please add a subject."
Subjects can be up to 200 characters.
An email can go to up to 50 recipients across the To: and Cc: fields combined.
Duplicate addresses are removed. An address added twice, or in both To: and Cc:, receives the email once.
The email is sent under your name and your company's name, for example "Jordan at Harbor Point Moving."
Everyone with access to the project sees its history. Emails sent by coworkers appear with their name.
Each sent email and each reply is also logged on the project's Activity tab.
The history shows emails sent from this tab and the replies to them. Emails sent from a job on the project, and automated emails, are not listed here.
Each sent email shows its delivery status:
Sent: the email went out.
Delivered: the recipient's mail server accepted it, with the date and time.
Opened at: the recipient opened it, with the date and time.
Bounced: the email couldn't be delivered. Hover over the reason to read it in full.
Marked as spam: the recipient reported it as spam.
Replies arrive unread and stay unread until someone marks them read. Read status is shared, so marking a reply read clears it for everyone with access to the project.
Reply notification emails go to one person: the user who sent the most recent email in that conversation, when Conversation Replies is selected on their Profile page.
Replying keeps the conversation together. A contact's answer to your reply comes back to the same project.
Replying to a contact's email fills in the contact and everyone else on that email. Your own company's reply address is left out.
Best practices for project emails
Add each contact's email address on the account first, so they appear in the recipient list.
Use a clear subject that names the project, so the contact can find the thread later.
End your message with your name and phone number.
Use the date filter to find a past email quickly on long-running projects.
Use Reply on the email card instead of starting a separate email, so the conversation stays connected.
Mark replies as read once they're handled, so the unread count reflects what still needs attention.
Check the delivery status after sending to an address for the first time.
Troubleshooting project emails
I don't see the Communications tab.
The tab appears on projects, not on the account page. If it isn't on the project either, contact SmartMoving Support.
A contact isn't in the recipient list.
The contact needs an email address saved on the account. Edit the contact to add one, or type the address in the To: field and press Enter.
The email address I typed didn't turn into a recipient.
The address must be a complete, valid email address. Check the spelling and press Enter, Tab, or a comma.
I see "Your message was not sent."
The rest of the message explains why, such as an invalid address or too many recipients. Fix the issue and click Send Email again. Your message stays in the composer.
My email isn't in the history.
Check the date filter. If it's set to a range that doesn't include today, set it to All Dates.
I didn't get an email when a contact replied.
Reply notifications go only to the person who sent the most recent email in the conversation. Check that Conversation Replies is selected on your Profile page.
An email shows Bounced.
Hover over the reason next to the status. Check the address on the contact, correct it, and send the email again.
The unread count didn't clear.
Mark each unread reply as read with the envelope icon or the ⋮ menu.