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Wherever sent emails are being saved, from AgencyCloud version 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 - 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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Tip

Emails can be sent from various areas

within AgencyCloud

across the system
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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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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

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