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1. E-mailing an individual

When an email address is shown on screen, usually a shortcut option is available to send an email

To the right of theĀ E-mail field:

  • Click the envelope icon

  • Select Send e-mail

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2. E-mailing in bulk

Emails can be sent to a number of parties involved in an estate
i.e. landlord/freeholder, management company, leaseholders and occupiers

From the estate record:

  • Click E-mails

    Options to send a blank email or use an email template are offered

  • Select the required option and click Accept

    If choosing to email leaseholders or occupiers, see step 3

  • A new email message is created with the recipient email addresses added to theĀ Bcc field

    This ensures that email addresses are kept private from the other recipients of the message

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3. E-mailing leaseholders or occupiers

When emailing leaseholders or occupiers, you can choose which parties to email

  • Select which block/units to send an email to

  • Click Accept

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