Emails

✉️Emailing Contacts from Acquaint

The Contacts tab lets you send emails to any contact with a valid email address. Click the Email icon in the Correspond group to open the Email screen. The icon is disabled if the selected contact has no email address.

🛠️How an Email is Built

• Emails are generated from an Email Template, which supplies default subject, body text, and merge fields.

• You can edit the message body and format text before sending.

• Use Insert Fields to add merge fields into the message.

📝Create and Send an Email — Step by Step

1. Find the contact and click the Email icon (or start from Property, Work Order, or Certificate screens; a Select Contacts dialog will appear there).

2. Choose an Email Template.

3. Add recipients to Copied To (CC) or Blind Copy (BC) by selecting contacts in those fields.

4. Enter a Subject.

5. Edit or add text in the Message Body; apply formatting as required.

6. Optionally set Request Read Receipt or High Importance.

7. Click Attach to add files (see Attachments below).

8. Use the Preview tab to check the email.

9. Click Send to dispatch the message.

🏘️Property and Development Linking

• Emails can be stored against a specified Property. When emailing from a Property screen the Property Related field is pre-filled. Use the drop-down to select a different property if needed.

• For development-specific messages, use the Development Related drop-down to select a property development.

📎Attachments

• Click Attach then Browse for External Document to attach files from your PC. An Attachment dialog lists available files.

• Filters for Contact, Property, and Work Order are available. When multiple filters are applied they work on an OR basis (attachments related to any selected filter are shown).

• Select attachments and optionally enable Convert to PDF to send files as PDFs.

• Click Attach to add the selected files to your email.

📣Bulk Emails and History

• Send bulk emails to multiple contacts from the Reports screen.

• The full history of emails sent to a contact is available on the contact’s Correspondence tab.

• When adding CC or BC recipients for the primary contact, the Add button will include all related links.

🔁Email Synchronisation

Email send/receive requires synchronisation with your email settings. Acquaint configures these settings initially on your behalf. For detailed synchronisation setup and troubleshooting, refer to the Email Synchronisation documentation.