Send object e-mails to the FM portal

To send an object email to the FM Portal, all you need is any email account that allows you to send emails.

Procedure

1. Open a new email message in your email program.

2. Recipient: Enter the FM Portal’s email address.

Note: You can enter the FM Portal’s email address in any of the “To,” “CC,” or “BCC” fields. The FM Portal reads all fields.

Tip: The FM Portal’s email address is used as the sender for automatically sent emails from the FM Portal. You can find the address in any email you’ve received from the FM Portal, such as the email notifying you that a maintenance order has been assigned to you for processing.

3. Subject: Enter the subject of the email.

Note: To ensure the email is assigned to the object, you must enter the object’s barcode in the middle between four hash symbols: ##Barcode##

Tip: You can find the object’s barcode, for example, in the work order you received at the start of the maintenance work, or in the object’s record in the FM Portal.

4. Attachments: If necessary, attach any document to the email, such as an image, PDF, or Word document.

5. Email text: Enter your message here. It will be displayed as a comment in the object record.

6. Send the email.

The property email and its contents will now be linked to the property in the FM Portal. The linking process may take some time.