Hi, We are a new user to monday.com and having trouble with communication between our members and non-members who are clients of the system.
Short of adding everyone who is a non-member as a viewer, it seems like we cannot store details of the communication about the request on monday.com
Use Case: Client “X” will create an item via a monday.com “Form” link. Our members who work on these items(requests) need to ask certain questions and there is a bit of back and forth until we understand the requirements.
We tried these 2 things below:
- CommuniHub: This turned out to be a huge privacy issue for us because CommuniHub was displaying really every email between the users which might also have been personal and unrelated to monday.com or any ticket. So we stopped using this when monday.com said this is expected behavior.
- CC’ing the pulse email on a response to the client about a monday.com item: Did not work for us. If the client did a reply all, they received an email from monday.com saying they are not a user and hence their email did not get sent to the cc. It was just confusing for them.
I am curious what everyone else is using to communicate with clients and did I miss anything besides the 2 options mentioned above?