Shortcut to send email to all relevant contacts

Owned by Fiona Wilson, created
Last updated: Jan 07, 2022
2 min read

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 on an applicant record, property record and works order

Where multiple email addresses are stored (e.g. multiple vendors or applicants), all email addresses will be used when selecting the shortcut option

Shortcut options to email parties involved in a tenancy and also an offer are already available (right-click the Letters button to access the available options)

A summary of useful shortcuts is available here: Tips & shortcuts for using Reapit AgencyCloud

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. Applicant

  • Right-click over the Letters button

  • An option to email all contacts is offered

 

4. Works order

  • Right-click over the Documents button

  • Options to email the landlord and tenants are offered