Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

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 works order

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


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


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


  • No labels