Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Info

This guide has been reviewed against our global client base and classed as relevant to all regions

From AgencyCloud version 12.133, a shortcut option to send emails to relevant parties is available via the Letters button on a sales or lettings property, a tenancy and an applicant record - a shortcut option is also available via the Documents button on a on an applicant, tenancy, property and works order

Where multiple email addresses are stored (e.g. for multiple vendors or applicants), all email addresses will be used when selecting the shortcut option


1. Sales property

  • Right-click over the Letters button
  • An option to email the vendor is offered


2. Lettings property

  • Right-click over the Letters button
  • Options to email the landlord and the existing tenant are offered


3. Tenancy

  • Right-click over the Letters button
  • Options to email the landlord, the tenant or all parties are offered


4. Applicant

  • Right-click over the Letters button
  • An option to email all contacts is offered


5. Works order

  • Right-click over the Documents button
  • Options to email the landlord and tenants are offered



Info

A shortcut option to email each/all parties involved in an offer is already available by right-clicking also available on the Offers screen

Right-click the Letters button on the Offers screento access the available options


Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel = "tips-search" and type = "page" and space = "RW"
labelstips-search 12_133 12_133-sales-lettings-rnote

Page Properties
hiddentrue


Related issues