Communication - View Sent Items (Emails or SMSes)
Communication - View Sent Items (Emails or SMSes)
Sent Emails and SMS communication can be forwarded as an email
There are three ways to forward sent items from PropWorx:
Option 1: View All Communication Report
Option 2: View all communication sent out from a particular customer file tab (e.g., Property tab)
Option 3: View all communication for a Customer File – Communication Tab
Option 1: View All Communication Report
1. Click
Admin
on the Main Menu.
2.Click on
Communication
3. On the main ribbon bar, select
All Communication
4. All communications sent by all users will appear on this report. To open a sent item, click on
Communication Date.
5. Selected Communication will open.
Option 2: View all communication sent from a particular Customer File Tab (e.g. Property Tab)
1. Click
Admin
on the Main Menu.
2. Click on
Customer Files
.
3. Select
Rental
or
Sales
on the menu heading.
4.
Click on the
File Name
to open the file.
5.
Customer File will open.
Click on a
file tab
(e.g
.
Property)
on the file tab
ribbon bar
.
6. Scroll to the bottom of the page to the Documents, Communications & Notes section. Click on
Communication
.
7
. All communications sent by all users from this particular tab will appear on this report. To open a sent item, click on
View Icon
(
)
8.
Selected Communication will open.
Option 3: View All Communication for a Customer File – Communications Tab
1. Click
Admin
on the Main Menu.
2. Click on
Customer Files
.
3. Select
Rental
or
Sales
on the menu heading.
4.
Click on the
File Name
to open the file.
5. Customer File will open.
Click on
Communication
on the file tab ribbon bar.
6
.
All communications sent by all users from the selected file will appear on this report.
To open a sent item, cli
ck on
Edit Icon
(
)
7. Selected Communication will open.