If you have a question about an email that was sent from a transaction, you can send a message regarding it. This is helpful if you need to confirm something about the email but don't want all of the recipients of the email to see the reply.
To send a message about an email, go to the transaction and click on the Emails section. On the left side of the email composer is a list of options where you can compose or schedule an email, view sent emails, or use either of the API options.
For this, select Sent to view all of the different emails you have sent from your account. Find the one you need to send the message about, and click on the @ symbol.
A side panel will open to the left where you can start composing your message. Here is what each section represents.
Address - This shows the property that the message is being sent from.
Email Subject - This will show you the subject line from the email you are sending the message about.
Send To - You can select any user that has an account or portal view, and/or a contact that is listed on the property. They have to be a part of the transaction in order for you to send them a message.
If the "send to" contact does not have a client portal, they will receive an email with the message. They will be able to reply using the Send Reply button in the email.
Subject - Enter a brief description regarding what the message is about in the subject line. If you would prefer to leave it blank, the system will automatically fill it in with Open To Close New Message | Property Address.
Message - Enter the message you want to send to the recipient(s). You can also bold any text or insert emojis in the message.
Upload Files - You have the option to attach any files that relate to the message.
Send Message - Look over everything you have entered before sending the message.
