Sending emails - individually or in bulk (estate management)

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

This page outlines how you can send emails - either individually or in bulk.

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 the E-mail field:

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 the Bcc field

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

3. E-mailing leaseholders or occupiers

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

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