Sending Individual Letters, Emails and SMS

Sending Individual Letters, Emails and SMS

Sending Individual Letters, Emails and SMS

 

 

- Double click on the desired Contact / Tenant / Landlord you wish to send a Message / Letter / SMS to.

 

 - Once in a “Contact Record” go to the “Communicate” button, you will have the option to “Send an Email”, “Send a SMS message” or “Send a letter”.

 

 

Send an Email

 

Clicking the “Send an Email” button 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 attached documents to the email if required using the “Attach” button.

 

- If you want to send the email to more than one person such as to a Landlord and Tenant you can click the “TO” or “CC” button to copy in the other contact.

 

- You can even use templates if required by clicking the ”Template” icon.

 

Send a letter

 

To send a letter, select the “Send a Letter” option on the communicate list on the contact record;

 

- You will then be presented with the “Send Letter” window with the option to mail merge any general letter.

 

- You can create more in the “Documents Centre” in “Preferences” and “Save” them as type “General Letter” to see them appear on this list.

 

- You can then merge your letter by pressing the “Merge Letter” button and you can then print the document.

 

Send SMS Message

 

To send SMS message select “Send a SMS message” option on the communicate list;

 

- This will then open the SMS window.

 

 

- the contact box will be automatically filled with the contact you selected the Send SMS option on, the telephone number will also default to the contact selected.

 

- You can either type a message into the message text field (yellow box below) or you an click on the “Template” button and select a predefined template.

 

- When you select the template it will automatically fill the message box with the template and mail merge fields. Now click “Send”

 

 

 

 

For more information please see the attached document


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