Action email

You define the start of the process step in the upper left corner. Choose here between starting “After finishing previous” or after “x days after previous”.

In this selection point you decide whether the email should be sent manually or automatically.
If the sending is set to “automatic”, a “fixed sending time” of the email can be defined.

Make the selection whether the email will be sent with signature or without signature.

In the case of responsibility, you can choose between the person responsible for the process, the person responsible for the property or contact data record linked to the process (the prerequisite for this is, of course, that a property or contact data record is linked to the process step), or a user. The process step is then visible for the corresponding responsible person under the running process and must then be created and completed by this person.

You use these two icons to decide which property or contact this process step refers to. Any activity / agent’s log entries are then made in these data records.

If the email is to be sent from a mailbox that differs from that of the user entered under “Responsibility”, you can select from your assigned, active mailboxes at this point. If this is not the case, simply leave the field empty.

When selecting the email template, please note that the use of user-specific macros (e.g. _signatur) may lead to undesired results. We therefore recommend that you select an email template without user-specific macros for this case

Using the selector next to Contact you can send a selected contact or e.g. tenant/buyer or similar of a property in the email. Via the macro _Kontakt(Name; Vorname etc.) you can specifically pass on the contact’s data in the email.

You use these two selectors to define the CC (Carbon Copy) and BCC (Blind Carbon Copy) of the email. For address hierarchies, you can also set “All subordinate addresses” here so that, for example, all subcontacts of a company are placed in the CC.
If you have made a selection here, the text “Other recipients in CC / BCC” is displayed in red.

Here you select an email template that will be used by default to create the email.
Please note that there is a restriction in the selection of templates if you link an contact under Contact.

Use this item to select a PDF brochure, which will then be automatically sent with the email.

If you have added files to a property that are provided with a characteristic, you can specify here the file characteristics for which the property is to be checked. If there are matching files with a set characteristic in the property, the files are automatically attached to the email. Single or multiple characteristics can be selected for the Email step