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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

When sending emails that include attachments, the attached files are saved, as well as the email itself.

all regions

Wherever sent emails are being saved, from

version

AgencyCloud 12.119+, attachments included in the email will be stored automatically

. This

(as well as the email itself) - this feature is currently just for Outlook email

.

Configuration is required in order for sent emails to be saved. If not configured on your system,

and you are an Enterprise customer,

please click here to raise a configuration request with Reapit Support

. 


1. Send email

An email can be sent from within the system in various places

For example: 

  • Click envelope icon beside an email address


Info

Emails can be sent from various areas within Reapit AgencyCloud

For example: from the offers screen, the sales progression screen and when booking a diary appointment


2. Saved email in Activity Feed

After the email is sent, a record of this is added to the Activity Feed of the related record(s)

  • Sent emails and letters are shown with an envelope icon

  • Emails that have been sent with an attachment also display a paperclip

  • Double-click the email to open


3. Saved email

The sent email is shown including:

  • recipient name(s)

  • email message

  • attached file(s)
    Double-click to open/view the attached file



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Related issues

From AgencyCloud 12.119+, when sent emails are being saved, attachments included in the email will be stored automatically