Important: Messages are sent individually to each recipient, not as a group message.
How to Access "Send Messages"
You can access the Send Messages feature from several convenient locations within the system:
Accounting Page: Navigate to the Tenants, Vendors, or Companies tab, click the three-dot menu next to Segments, and select Send Messages.
Inbox: Click the Inbox icon in the site's header, then click Compose to start a new message.
Tenant-specific messages: Go to the Accounting page > Tenants tab, select a tenant from the sidebar, click the Messages tab, and then click Compose. This automatically includes the selected tenant as a recipient.
Once you've opened the Send Messages feature, you'll choose your message type.
Choosing Message Type
You'll see a popup prompting you to select either Email or Text Message, depending on your preference.
Sending Emails
After selecting Email, you'll see a screen to configure your message details:
Recipients
Click the + next to Recipients to add contacts.
Select recipient types: Tenant, Vendor, Owner, Lead, Manager, or Other Contact.
Add recipients by checking their names and moving them to the Recipients list using the arrow button.
Remove recipients individually by clicking the X next to their name.
Use Select All or Remove All buttons for efficient recipient management.
Certain recipient types have default filters (e.g.,
[Active Tenant] [Equals] [True]), but you can customize these with dropdown menus and the Add Filter button.Click the arrow (>) next to the Recipients field to add CC and BCC recipients.
Important note on CC and BCC:
Each main recipient listed in the To field receives a separate individual email.
CC and BCC recipients will receive multiple emails if there are multiple recipients in the To field. For example:
Sending emails To recipient A and recipient B, with CC recipient C, will result in recipient C receiving two separate emails:
One email sent To recipient A, with recipient C CC'd.
Another email sent To recipient B, with recipient C CC'd.
CC and BCC recipients will see all the main recipients (those in the To field).
The main difference between CC and BCC is visibility: All recipients can see who is CC'd, but BCC recipients remain hidden from other recipients.
From
Specify whether to send emails as yourself or as another company associated with your account.
Manage your sending username (the part before "@") in either:
Accounting > Companies tab > (select company) > Company Information > Email Alias, or
Settings > Company Information > Email alias.
Subject
Enter a general subject line appropriate for your selected recipients.
Template
Select from pre-made email templates.
Templates can be customized at Settings > Template - Emails/Texts/Forms > Emails.
Email Company
Choose which company's details will populate placeholders like [[email_company.phone]] or [[email_company.email]] in your message.
Body
Draft a general message body that suits all recipients.
Attachments and Sending
Attach relevant files using the Add Attachment button at the bottom-left.
Review your message by clicking Preview. If you're satisfied, click Send; otherwise, select Back to make adjustments.
Remember, emails are sent individually to each main recipient. CC and BCC recipients may receive multiple emails as described above.
Sending Text Messages
If you select Text Message, the process is similar but tailored specifically for text communications.
Recipients
Add recipients similarly to email, but note there are no CC or BCC options.
Template
Choose from existing text message templates.
Manage these templates in Settings > Template - Emails/Texts/Forms > Text Messages.
Message Body
Enter a general message appropriate for multiple recipients.
Sending the Text Message
Click Send once your message is ready.
Reminder: Text messages are delivered individually to each recipient.