Sending Email Messages to Tenants, Owners, and Vendors

Rentec Direct software provides the tools to send customized emails to tenants, owners, and vendors from an authenticated email system with a high delivery rate.

This article reviews the following email options in your software. Click on a link to jump to that section.

• How to Send an Email to an Individual or Group of people
• How to view a history of Emails, SMS text messages, and Recorded Messages
• How to Record Replies
• FAQs

How to Send an Email Message

The following steps outline the most common method to create an email. Refer to the FAQs below for other options.

In your Rentec Direct account: 

1. Access the list of contacts
   1. Click on Tenants or Owners
   2. To send a message to a vendor
      1. Click on Settings
      2. Under Financial, click on Vendors & Payees
2. Right-click on the tenant, owner, or vendor and select Messaging
3. Click on the Envelope
4. Leave the default setting to No Template to compose a new message or use the dropdown to select an existing Template or click on +Add New to create one.
5. To send to a group
   1. Click on Send to a Group
   2. Click in the To field to select one or more groups
   3. Click on whichever group/groups are to receive the message
6. Enter a Subject (required) 
7. Upload Files from your device or Choose Files from your Rentec Direct file library to be included with the message
8. Compose your message - Use the toolbar to customize your message, add data fields, or attachments
9. Click on Send Message

View Email, Text Messages, and Recorded Messages

Rentec Direct offers convenient solutions that store all communications with tenants, vendors, and owners. 

The following steps guide you through accessing the messaging history in your account.

In your Rentec Direct account:

1. Access the list of tenants, owners, or vendors
   1. Click on Tenants or Owners
   2. For vendors: Click on Settings then under Financial click on Vendors & Payees
2. Right-click on the individual and select Messaging
3. Choose which messages you would like to view:
   1. Hide Read will allow you to view only the messages that haven't been read
   2. Hide All Messages by selecting Mark All Read, then Hide Read
   3. You also have the option to Show Read messages to view messages that were previously read.
4. Click directly on the message to view the entire message separately with a print option

Recording Replies

When a tenant, owner, or vendor replies to your email, their response will be sent to your computer's default email program inbox, so they do not post automatically within your Rentec Direct account. Your software provides a tool to quickly save, date, and time-stamp received emails, voicemails, or written correspondence which will appear on the list along with your sent messages.

In your Rentec Direct account: 

1. Access the list of contacts
   1. Click on Tenants or Owners
   2. To record a message from a vendor:
      1. Click on Settings
      2. Under Financial, click on Vendors & Payees
2. Right-click on the person and select Messaging
3. Click on the red Record Button
4. Copy and paste the email that you received
5. Click on Record Message

Frequently Asked Questions

Q) Can I use any message template for emails?

A) Only Templates created for "Email" will show as an option when emailing

Tip: Click here to learn more about Creating Email and Text Messaging Templates

Q) Who's name is displayed as "From" when messages are emailed out?

A) By default, emails sent from your Rentec Direct software will show you or your company's name in the "From" field

Q) Where can I see email responses?

A) When someone responds to an email sent from your software, it can be seen in your personal/business email

Q) What are other ways to send emails from Rentec Direct?

A) Other ways to send emails from Rentec Direct include:

* From the contact list, click on the three dots to access the menu

* From the contact card, click on the three dots to access the menu

* Click directly on the individuals email address from the contact list or reports

Tip: Clickable links throughout the software direct you to ledgers, reports, lists, or profiles. The back arrow will return you to your previous page.