Contacts > Auto Email
From a specific contact’s page select the "Auto Email" tab.
Click here to view the Auto Email image.
Subject Line: select the Auto Email’s subject line to expand the details section.
Status: view the current status of this Auto Email.
Information: view relevant information pertaining to this Auto Email.
Delete: select the "Delete" button to permanently delete this Auto Email.
Select an action for this Auto Email.
Settings: enable/disable this Auto Email or modify the default settings.
Criteria: modify this Auto Email’s search criteria.
Results: display the results of this Auto Email’s search criteria.
Date Since: display the results since the last time the "Date Since" button was selected.
Market Update: display the results since the last time the search was run or between the specified date range.
Open In OneHome: view these results within your client’s portal.
Criteria: view the criteria used in this Auto Email.
Sent Email: view a collection of recent Auto Emails sent to this contact.