Forward a Sent Item (Email or SMS)

Forward a Sent Item (Email or SMS)

Sent Emails and SMS communication can be forwarded as an email  

There are three ways to forward sent items from PropWorx:

  1. Option 1: From All Communication Report
  2. Option 2: From any file tab Communication Sections
  3. Option 3: From Customer File – Communication Tab

Option 1: Forward from All Communication Report

1. Click Admin on the Main Menu.


2. Click Reports to open sub-menu.



3. Click on Communication


4. On the main ribbon bar, click All Communication



5. To open a sent item, click on Communication Date.



6. Selected Communication will open. 
7. Click on the Forward button () to create an email*. (* Note: PropWorx will generate a forward email for SMSes).



8. Forward Email screen will open.  Fill in required details and click Send.



Option 2: Forward from any Customer File Tab – Communication Section

1. Open Customer File and click on File Tab (e.g. Property)

2. Scroll down to bottom of file tab, then click on Communication



3. To open a sent item, click on View Icon ()



4. Selected Communication will open. 
5. Click on the Forward button () to create an email*. (* Note: PropWorx will generate a forward email for SMSes).



6. Forward Email screen will open.  Fill in required details and click Send.



Option 3: Forward from Customer File – Communication Tab

1. Open Customer File and click on Communications File Tab



2. To open a sent item, click on Edit Icon ()



3. Selected Communication will open. 
4. Click on the Forward button () to create an email*. (* Note: PropWorx will generate a forward email for SMSes).



5. Forward Email screen will open.  Fill in required details and click Send.



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