Send a single email

For one-off correspondence (a follow-up to a leaseholder, a clarification to a contractor, a note to a client director), use the in-app email composer rather than your own email client. The message is logged on the linked record's history and is searchable later.

Send the email

1. Open the contact, unit, site, ticket or invoice the email relates to.
2. Click Send email.
3. PropLink fills the recipient from the record. Adjust if needed.
4. Pick a template to start from, or compose freely.
5. Edit the subject and body.
6. Optionally attach files from the record's file area or upload new ones.
7. Click Send.

PropLink sends through the same provider as transactional emails. Delivery is tracked.

Where the email is logged

The sent email appears in three places:

• The contact's communications history.
• The linked record's history (the unit, site, invoice or ticket you sent from).
• The organisation-wide communications log under Communications → Log.

If the recipient replies, their reply lands on the same thread (for tickets) or on a new ticket (if not from an existing ticket).

CC and BCC

Add CC and BCC recipients in the composer. CC recipients see the others on the email; BCC recipients are invisible. Both are logged.

Attachments

Common attachments come from the linked record:

• Invoice PDF on an invoice email.
• Statement PDF on a contact email.
• Letter PDF generated from a template.
• Files from the record's file area.

You can also upload from your computer.

Sending to multiple contacts

For an ad-hoc email to several recipients, use Communications → Bulk announcements. The single-email composer is for one-to-one correspondence. See Bulk announcements.

Saving as a template

If you find yourself sending the same wording repeatedly, save it as a template:

1. Compose the email.
2. Click Save as template.
3. Name the template.
4. PropLink stores it under Templates → Email templates for next time.