Property Matrix supports sending emails from the system using your own domain.
As part of this setup, you can configure your email server to forward emails to the hub.propertymatrix.com email. By doing this, you can essentially use Property Matrix as your inbox.
Requirements:
You own and manage the website domain you wish to send emails from
You have access to and know how to add "Host" and "Cname" values to your domain
Steps:
Go to the settings page and click on "Company Information"
Click "Register A Domain" under the "Email Domains" section
In the modal that opens, you need to fill in the domain name you wish to use. Unless you are familiar with Sender Policy Frameworks(SPF) the "Advanced Settings" portion is best left in its default state.
Once you submit this modal, the new domain will show up under the 'Email Domains' section now and should have a red circle with a line through the center denoting that it is not yet verified. You will need to make changes to your domain first in order to complete the verification process. This will change to a green circle with a check mark once it has been verified.
Click on the 3 dot button for the email domain and select "Domain details". This will show a modal with information regarding your new email domain.
Take the "Host" and "Cname" values and add them to the domain that you own and manage. This step must be done through your website domain host and does not involve Property Matrix. Contact your IT department or website domain host for assistance if needed. (***NOTE: If you are using cloudflare then you will need to add the CNAMEs to cloudflare instead of to your host)
It may take several days for the new values for your domain to show up through the DNS hosts. Property Matrix will automatically check once a day at nighttime. You can also manually trigger a check by clicking the 3 dot button for the email domain and selecting "Verify". Once the domain has been verified, the icon next to the domain will change to a green circle with a check mark.
Once verification is complete and the green circle with a check mark is displayed, you will now be able to use this email domain to send emails from within Property Matrix. There are three places throughout the site where you can set your email domain as the default:
Companies page - on the 'Company' tab under 'Company Information'
Settings page Company Information - in the 'Website & Misc' section
Settings page Users - when editing a user
Email domains can be deleted by clicking the 3 dot button for the email domain and selecting "Delete".
When sending an email from Property Matrix, we set the reply-to address to hub.propertymatrix.com. When someone sends an email using the emails tab in Property Matrix, it will look like this:
From: [email protected]
Reply-to: [email protected]
This results in all emails going through Property Matrix instead of your private email boxes.