Emailing Homeowner Correspondences
Emailing Homeowner Correspondences
Individual homeowner correspondences and attachments can be emailed using the Notes History screen. This process is different than correspondence sent from an email job, which are generally created as a result of other actions within the CINC.
Select Homeowners > Homeowners. The Homeowner Listing screen is displayed. If you are using universal navigation, click Residents > Residents > Resident List.
Search for and select the desired association.
Select the homeowner.
Click the Correspondence tab at the bottom of the Primary Homeowner Information screen.
On the Correspondence Listing screen, search for and select the hyperlink of the correspondence.
On the Notes History screen, click Email.
On the Send Email popup, complete the following information:
From: User’s email address.
This field defaults from the email address saved in the CINC Accounting user's account but can be changed.
If there is no user’s email address available, the email will display [email protected].
To: Homeowner’s email address.
This field defaults from the email address saved on the homeowner’s account but can be changed.
If there is no homeowner’s email address, the recipient's email address can be searched for and selected by using the Magnifying Glass icon.
Manually entered email addresses should be separated with a semicolon.
CC, BBC: Additional email addresses as needed. Users should include their email address in the CC field to confirm the email was sent.
Click on the Magnifying Glass icon to select additional recipients.
Manually entered email addresses should be separated with a semicolon.
Subject: Ener the subject of the email.
Attachments: Select the checkbox(es) of the attachment(s) to be included with the email.
Click E-Mail.