Email is by far the most efficient and cost effective way to communicate with our clients. In this video tip we explore how you can mail merge to Email using Console Gateway Live.
Sure you can send one off emails but in order for a Property Management department to deliver exceptional service and quality control for communication between clients, standardising through templates is the way to go! It will save you a LOT of time.
(watch the video below)
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These days we communicate more frequently by email than any other medium. Fortunately, Gateway not only provides the ability to email directly from the program, but also automatically records a copy in the Actions Tab. Messages that are sent regularly may be saved as templates.
To send an email:
- Highlight the file this email relates to.
- Right click and select New Email from the menu – the Email Message dialog box displays. (NOTE: New Email defaults to WordPro format).
- Click the Options drop-down to access Cc and Bcc options as well as setting the e-mail to be in Plain Text or Rich Text.
- Type the Subject and the content of the e-mail. (NOTE: If Rich Text is selected, options on the Format menu become available)
- Use the Insert menu to attach RTA Forms, files or other documents.
- Select Check Names from the Tools menu to check for a valid e-mail address – you are able to record and save missing e-mail addresses through the check names function.
- Click Send.
- A copy of this email will automatically be saved to the Actions Tab.
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