The Correspondence tab now supports sending emails directly, giving you a quicker way to reach contacts with ad-hoc correspondence from the homeowner record.
Follow these steps to send an email to contacts associated with a property:
In CINC, go to Homeowners > Homeowners.
OR
In CINC with universal navigation, go to Residents > Residents > Resident list.
The Homeowner Listing page displays. Select the appropriate homeowner.
Select the Correspondence tab at the bottom of the page.
The Correspondence Listing page displays. Search for and select the appropriate correspondence link.
The Notes History page displays. Click Email.
The Send Email window displays. Complete the following information:
From: Defaults to the email address of the user who created the correspondence. You can change it or add email addresses.
To, CC, and BCC: Defaults to Property Contact 1’s email address. You can change it or add more recipients. You can click the Search icon to open the Select Email window.
Select the checkbox(es) next to the email recipients and click Save.
Subject: Enter a subject line for the email.
Attachments: Select the checkbox(es) next to the attachments to include in the email.
Click E-Mail. The system sends the email and displays as a new note on the Notes History page.