How to send an Email

You can either to the Diary of the relevant Owner, Property, Tenant or Supplier OR you can use the option called E-Mail from the drop-down list menu.

If you have set up an agent signature it will automatically show up in the body of your email.

• Make sure you're sending from the correct Agent.
• You can select email addresses from the drop-down TO menu.
• If you want to copy someone in, you can put them in the CC/BCC area.
• Enter in the subject
• If you want to attach a document - click on the ADD FILE icon and select the relevant file.

You can then type in your message OR use a pre-defined template.

To use a template, use the drop-down from the template menu and select a document from the list. You can make changes to it in the body of the email.

• If relevant, select a Diary group.
• You can set a follow-up date and this will show in your reminders.
• When finished, click SEND.