Sending Individual Letters, Emails and SMS

Sending Individual Letters, Emails and SMS

Double click on the desired ‘Contact/Tenant/Landlord’ to whom you want to send an ‘Email/Letter/SMS’


Once in a ‘Contact Record’ go to the ‘Communicate’ tab, you will have the option to

‘Send an Email’, ‘Send an SMS message’ or ‘Send a letter’.  


Send an Email

Choosing the ‘Send an Email’ option will bring up the ‘Email’ screen; from here you can send an individual Email to a contact. Fill in the subject and body of the Email and click ‘Send’.

You can attach documents to the Email by using the ‘Attach’ button. If you want to send the Email to more than one person such as a Landlord and a Tenant you can click the ‘to’ or ‘cc’ button to copy in the other contact. You can even use templates by clicking on the ‘Template’ icon.


Send a letter

To send a letter select the ‘Send a letter’ option within the communicate list in the contact record.

 

You will then be presented with the ‘Send Letter’ window with the option to mail merge any general letters.

You can create more in the ‘Documents Centre’ within ‘Preferences’ and save them as type ‘General Letter’. They will then appear in the list below.

You can then merge your letter by pressing the ‘Merge Letter’ button and you can also print the document.


Send SMS Message

To send an SMS message select ‘Send a SMS message’

 

This will then open the SMS window, and the contact details will be filled in. You can either type a message into the message text field or you can click on the ‘Template’ button and select a pre-defined template.


By clicking on ‘Template’ this brings up the ‘SMS Templates’ window. In here you have the option to ‘Select Template’, Create ‘New Template’ or ‘Edit Template’


When you select the template it will automatically fill the message box with the template and mail merge fields. Click ‘Send’. Your SMS will then be sent to the relevant contacts mobile number.

 


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