This article is linked to understand events and actions
The action will run as determined by the conditions set above.
The action can be:
Select Tenancies>Tenancy Status set to Perspective>Add Action
Decide whether your action is a task or a communication or both
** To bring up a list of variables right click within the field
(Continue scrolling down the page after email body to see)
7. Include summary – Leave blank
8. Success text – This is the text you will see in the top right hand corner of your screen that if it has been sent successfully
9. Failed text – This is the text you will see in the top right hand corner of your screen if it has failed to send
The event this was added to was ‘tenancy status set to prospective’. Now when you add a prospective tenancy you will have the option to run the task and send an email at the bottom. When adding a tenancy, actions will be located on the fourth stage.
A common thing to edit is the recipient. The default is “All property managers”. Click in the box to choose the recipients
Untick this box
Go to events>disable. This will disable all outgoing actions
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