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 do not 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.
Apply Template - Using templates that are created for your messages is a great way to save time. Click on Apply Template to select one from your list.
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 have a lot of editing options with the toolbar including the ability to add smart blocks and emojis.
Upload Files - You have the option to attach any files that relate to the message.
Send - Look over everything you have entered before sending the message.
Trash Icon - To delete the message and start over before sending it, click on the trash icon.
