How to use customized triggers to create a library of default emails to be triggered from the tenancy screen

Modified on Wed, 20 Mar 2024 at 09:22 AM

This is linked to understanding automation

How to create these emails


For the next stage please see adding customized triggers  and corresponding  actions  

Where to find these created emails

Having created a library of emails they can be located on the right-hand side of the tenancy record. For example, below shows a late rent within which there are 4 manually triggered emails.


This will open a dialogue box displaying the emails that can be sent.


Further manual triggers can also be created from here.


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