Emails

Emails can be sent to any Contact with a valid Email Address from the Contacts tab of the ribbon menu by clicking the Email icon in the Correspond group.

The contents and behaviour of an Email is based upon an Email Template.

Create an Email Message

1. Find the Contact and click the Email icon. The Email icon will be disabled if the Contact does not have an Email address. When emailing from the Property,Work Order or Certificate screen a Select Contacts screen will be displayed from where you can select which Contacts to receive the email.

2. Select an Email Template.

3. Emails can be Copied To (CC) or Blind Copy (BC) by entering Contacts in the respective fields.

4. Enter a Subject.

5. In the Message Body you add text or edit existing test that has been pulled through from the Email Template. There are options to format the text as required.

6. The Insert Fields optionally inserts Merge Fields as required.

7. This stores the Email against the specified Property. If the email is being sent to the Contact via the Property screen the Property Related field will be pre-populated. Where a Property has not been specified, the drop-down arrow can be used to optionally specify a Property.

8. Development Related the drop-down arrow can be used to optionally specify a Property Development.

9. Optionally select to Request Read Receipt or Set as High Importance.

10. Click Attach to include Attachments with the Email. Options are provided to Browse for External Document this allows you to attach a document(s) located on your PC. A Attachment screen will appear enabling you to select the documents.

Filters are provided for Contact, Property or Work Order. When selected concurrently the filters work on a 'Or' basis unlike other filters in Acquaint. For instance if a Contact and a Property are selected as filters, attachments are shown relating to the selected Contact or Property

1. Click Attach to include Attachments with the Email. Options are provided to Browse for External Document this allows you to attach a document(s) located on your PC. An Attachment screen will appear enabling you to select the documents.

2. Select the Attachments required. The Convert to PDF option enables them to be sent as .pdfs before sending.

3. Click Attach.

4. The Email screen will be displayed, optionally click the Preview tab to view the email before sending.

5. Click Send to send the email.

When using Copied To (CC) or Blind Copy (BC) for the Primary Contact the Add button will add all the links

The history of all Emails sent to a Contact can viewed on the Correspondence tab

Emails can be sent in bulk i.e. to many Contacts, from the Reports screen

Synchronisation with your email settings is required for sending and receiving emails in Acquaint. These settings are configured on your behalf by Acquaint initially. Information on email synchronisation settings can be found here.