Sending Email Messages to Tenants, Owners, and Vendors
It is easy to compose and send individual email messages to Tenants, Owners, and Vendors in the software. The instructions are the same for tenants, owners, and vendors so we will use tenants as the example below.
System Advice: Clicking on an email address link for a tenant, owner, or vendor anywhere in the program will open your computer's default email program, not the internal messaging feature. All emails sent from your computer email program are not stored within the Rentec Direct software. If you wish to have all emails sent recorded within your Rentec Direct program follow the below instructions.
How to Send an Email Message
In your Rentec Direct account:
- Click Tenants.
- To send an email to an Owner, click Owners.
- To send an email to a Vendor, click Settings, and then Manage Vendors & Payees.
- Right-click the person you wish to message and choose the Email/ Text Msg option from their menu.
- Click the Send Email button to open the Send Message window.
Note: This is the same screen to return to if you wish to see a list of all the emails that have been sent out to the selected recipient. - On the Send Message window, you have the option to create an email template, use an existing email template, or compose a message that you would like to send.
Information on creating an email template can be found here: Creating Email and Text Messaging Templates
Rentec Pro Users: The 'From:' address will be the email address you have entered on the Settings tab under Your Contact Information.
Rentec PM Users: If you are the Primary User on the Rentec account, the From: address will be the email address you have entered on the Your Contact Information in Settings. If you are not the Primary User, the From: address will be the email address that was entered for you in the Managers & Users in Settings. - When you are finished composing a message, click the Send Message button.
Recording Replies
When a Tenant, Owner, or Vendor replies to your email, their reply will go into your computer's default email program inbox and will not post automatically within your Rentec Direct program. To record the reply in your Rentec Direct program follow the below instructions. Again, we will use a tenant reply as our example.
In your Rentec Direct account:
- Click Tenants.
- Right-click on a tenant and choose the Email/Text Msg option from the menu.
- Click the Record button.
- Copy and paste the email that you received.
- When finished, click on the Record Message button to save.
Note: After a message has been recorded, it will then show on the list along with your sent messages.
Tip: This tool could also be used to log other communication such as voicemail messages and letters.