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outlook autosave

Integrate with outlook so that emails sent from Property Tree can be responded to through Outlook AND autosave function where all communications to and from tenants and landlords email address through Outlook autosave to Property Tree communication or documents

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Jacqueline Shipton shared this idea  ·   ·  Report…  ·  Admin →
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  • Jess dunn commented  ·   ·  Report

    MRI purchased Vault. Vault have some sort of link where your office365 emails link up so any emails to that person are automatically copied on the property or person. This would be very helpful when you are covering people on leave to easily see what communication has been sent and received without having to search through emails and folders and ask clients/tenants what they were told or where things are up to which in my opinion is not very professional.

  • Roxy Tilse commented  ·   ·  Report

    Our office currently does not use the communication in PT as we are unsure of it. I would like to know more about it and what the email address is if I was to email a tenant from PT? Currently it is a waste of time however we use outlook and then drag and drop emails into PT for the trail

  • Zackary Stereff commented  ·   ·  Report

    When sending an email from property tree instead of the email coming from property tree@propertytree.com. The email actually comes from the agency email address.

    Like admin@goodrealty.com

    Would be good if property integrated with Outlook and Gmail, so the office can use their own domain for their email address

  • David Crash commented  ·   ·  Report

    I would recommend against this.

    The goal is to get away from external email systems and use internal PT email. Any integration into external systems will open PT up to be compromised.

    In WA this week yet another real estate agent's email system was compromised and all contacts were emailed links in an attempt to get more passwords and to compromise more systems. They still haven't reported the data breach.

    With PT email and 2-step authentication you can use this system only for all communication to and from your clients, stops email spoofing as only registered email addresses for owners, tenants, contractors can email into the system, and limits exposure if your office enquiries email address is compromised.

    Moving your office enquiries email addresses away from local email systems like outlook and exchange and moving to online systems like Google business, business 365, and iCloud business, and enabling 2-step authentication will go a long way to protecting clients from these data breaches.

    We all hate change and having to take extra steps to log into a system but what we will all hate more is having to make a call to our business insurance after a data breach.