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Wherever sent emails are being saved, from AgencyCloud 12.119+, attachments included in the email will be stored automatically (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, 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

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Infotip

Emails can be sent from various areas within 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

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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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