Prior to Intuit Practice Management powered by Karbon, your firm may have used a central inbox (such as email@example.com), which was accessible or forwarded to multiple members on your team. Intuit Practice Management does not support this specific configuration because it is counter to our philosophy of personal ownership throughout your workflow.
When multiple people check the same inbox, you run the risk that two people will respond, which is inefficient, and potentially confusing to the client if responses are different. Worse, you might have no one respond if everyone assumes someone else is taking care of it.
As your firm grows, you will reach a point where it makes sense to invest in a client ticketing solution. Until then, you can maintain ownership and control throughout your workflow by following these best practices:
If you would like clients to email a generic address such as firstname.lastname@example.org, choose a single member on your team who will be the designated owner of that address. Set the address up as an email alias on their account with your email provider, and then request to add the alias address to their account.
This individual will now receive messages sent to email@example.com in their Triage along with their regular email. Should this person be away from work, change roles, or leave the firm, simply reassign the alias to someone else with your email provider, and ask to update the alias settings on your account.
The colleague responsible for firstname.lastname@example.org can now simply assign emails to the proper person's To-Do List. Or, they can use @mention comments to query teammates and determine the correct assignee. The important thing is that every email is sitting with one specific owner at all times.
What happens if someone is waiting for a message to come into email@example.com but the address owner is running behind on assigning? As long as you make sure you've added all your contacts into your account, and have your team turn on Auto-Share Email, those messages will instantly be viewable on the contact's timeline even if the address owner hasn't triaged it yet.
Adopt Client Tasks in your work templates for all routine work. This will eliminate the need for most client emails pertaining to routine work. Any colleague can choose to opt into notifications for specific client tasks.