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Assigning Properties Manually

You can see assignments to contacts and a property in the email header under “From:” and “To:”. The links are links to the respective data records. If you hover over a name with the mouse, a tile with information opens. You can perform various actions there.

Assignment in the e-mail detail view

Click on Assign or to open a pop-up for assigning a property record. If you have already sent properties to the linked contact by email, you will find them in the list. If no contact is yet linked to the email, the list will show you the most recently accessed properties.

You can search for existing properties using various selection options. Once you have found the desired property, select it and click on “Assign”. The property is then assigned to the email and the email is listed in the agent’s log. Please note that only one property can be linked to an email.

Open activity from email

If you want to open the activity of the email, move the mouse over the name of the property. A tile opens with some information about the property and 3 icons. Click on to open the activity and you can edit it directly. If you do not have read permission for the activity, the icon is displayed in light gray and cannot be clicked.

Solve property allocation

To remove an existing link to the property, click on in the property tile.

Assignment via the e-mail list

In addition to the assignment in the email detail view, you can also assign a property to several emails in the list. To do this, select the desired emails in the list using the checkbox and click on the “Assign property” option via the three-dot menu above the list. A pop-up will open in which you can select the property.
If a property link already exists for an email, it will not be overwritten. However, there is one special case. If you select only one email from the email list, the existing property link will be overwritten.