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BackedHelp Centre

Emails, tasks and comments

  • An application's communications

    See every email, unemailed letter and conversation message about one application, newest first, and its reply address.

  • Automations

    Create a task, send an email, move a record to the next stage or change its status automatically when something happens, and see what each one did.

  • Broadcasts

    Email everyone behind a filtered list of applicants, applications, assessors, contracts or milestones, now or at a time you choose, and see what happened.

  • Checklist - Communications

    What to check before Backed starts emailing your applicants, assessors and staff.

  • Email logs

    See every email Backed has sent for your organisation, what was in it and what became of it.

  • Frequently asked questions about emails

    Short answers about the emails Backed sends, turning them off, reminders and email logs.

  • Internal comments

    Leave notes for other administrators on applicants, applications, decisions, contracts and milestones, mention people and attach files.

  • Reminders

    Send emails automatically a set time before or after a date, such as a closing date or a milestone's due date.

  • Replies by email and the inbound quarantine

    Let people reply to conversation emails, reset a record's reply address, and file or discard the emails that wait in the inbound quarantine.

  • Sending domain

    Send your organisation's emails from your own domain, check its DNS records and choose who each email comes from.

  • Tasks

    Keep track of your own work and the work Backed raises for you, and assign tasks to other administrators.

  • Text messages (SMS)

    Send a text beside some emails, choose and check each text, and see every text sent in SMS logs.