SME Professional automatically logs emails and text messages sent from the system within the property correspondence history.
Additional correspondence items, such as emails, telephone calls, and comments, can also be manually recorded against a property for auditing and reference purposes.
1. Adding correspondence
Go to Sales properties > View available properties
Locate the required property
In the Overview column, select the house icon
Select + Add correspondence
Populate the form as required
Select Submit
2. Viewing correspondence
Go to Sales properties > View available properties
Locate the required property
In the Overview column, select the house icon
Select the Correspondence tab
All correspondence relating to this property is stored here for ease of reference
To edit a correspondence item, select the edit pencil icon. To delete a correspondence item, click on the red cross within the Delete column