Note: Multi Email does not send a group message but will instead send a single email to each recipient.
You can access Multi Email from the three dot menu near the top left of the Tenants or Vendors tabs under Accounting. It functions the same for either group.
Once selected, a new box will pop up. In this box we will set the various parts of the email like the subject and body. The first is the recipients. Clicking on the plus button brings up a new box to add in recipients.
You can sort which emails to grab from the “Add Filter” option along the top. There are two defaults there that you can use to sort by choosing the various rules of the filter, and you can click Add Filter if you need to add any more. You can sort by Property, Name, Balance, Email Type, or Active tenants. From there you can sort even further.
Once done, you can select only the emails needed or Select All to check off all of them. Once you have your selection, click the Arrow button in the middle of the screen to set them as the recipients. If you need to remove any, click the X button to the right of their email and they will be removed, or you can click Remove all to remove them all.
Once selected, you can set a Subject for the email and then fill in the body. Since this is a general email, something nonspecific would work best. This applies to the body of the email as well.
You can also use Email Templates. Some defaults are set up in the system, and you can add your own or edit these all from the Settings - Templates - Emails/Forms pages.
You can also add attachments from here by clicking the paper clip icon near the bottom left. Or you can add attachments onto the Email Templates themselves and they would get added onto the email when you use that template.
Once you are ready to send, click Preview from the bottom right.
From here you can review the emails being sent. All email addresses will show in the To section. Each preview will show for each email being sent. And all attachments will show at the bottom, and those can be previewed as well. Each tenant will only just an email to them with their given attachment.
If you need to make any changes, select the Back button. Otherwise, click Send and the emails will be sent.