The following generic portfolio email templates are available and can be adapted for use by all associations:
Action Item Assignment – (Association Manager Change/Board/Mgmt. Co.): To inform the owner that an Action Item has been assigned to them for follow-through and can be viewed in their Action Item list.
Action Item Completed: To inform the owner of an Action Item that it has been completed and can be viewed in their Action Item list.
Action Item Delegate Completed: To inform the owner of an Action Item that it has been completed by the person to whom it was delegated and can be viewed in their Action Item list.
Action Item Reassignment: To inform the owner of an Action Item it is being reassigned to a party other than the original assignee. The new assignee will also receive notification of this action.
Auto-generated Action Item List (Board/Mgmt. Co.): To inform the association manager that Action Items were generated based on the Association Management Plan setups.
Missing Association Management Plan Setup: To inform the community association manager that an association is missing their Management Plan Setup.
Monthly Management Report: To distribute the Monthly Management Report, usually to the Board. The report should be attached if this has been scheduled to occur.
New Action Item Note – (Board/Mgmt. Co.): To inform the owner of the Action Item that a new Action Item note has been created.
Past Due Action Item List: To inform the owner of past due items that they can be viewed on their Action Item list.
Weekly Manager Update: To distribute the Weekly Manager Update to the Board. The report should be attached if this has been scheduled to occur.
To set up Portfolio Management email templates:
Select Tools > Email Templates. If you are using universal navigation, click Associations > Correspondence Tasks > Email Templates.
Choose the appropriate portfolio template from the Email Template drop-down list.
Edit the template as needed.
Click Save.
Repeat steps 2 through 4 as needed for the other portfolio templates.