Communications App Clean Up

Clean up your List pages and organize Saved Communications.

Amy Fawcett avatar
Written by Amy Fawcett
Updated over a week ago

Use the Bulk Update feature on the Communications List page to clear out previously sent Communications:

List pages can become cluttered with previously sent messages. Use the steps below to search for and remove or archive the ones you don't need to see on the List page.

  1. Navigate to the Communications List or Saved Communications page to review for previously sent emails, texts, banners and events. Use Filters on the left and the Search box to sort the list, if desired.

  2. Click Bulk Update on the left, then click the checkbox next to any previously sent Communications you want to manage. Scroll to the bottom and select Delete or Archive from the Bulk Update dropdown menu, and click Submit.

    Please Note: Deleted messages will be removed from the system entirely.  We recommend Archiving items you don't want to see in the list but may need to review in the future.

  3. Use the Show Drafts filter on the left to review all Drafts. Drafts that do not need to be saved can be deleted using Bulk Update or by clicking into an individual Communication and selecting Delete.

Create and Organize Saved Communications: 

  1. Navigate to the Saved Communications List page and identify any Communications in the list that do not need to be saved. 

  2. Click on Bulk Update on the left, select Saved Communications you want to manage, scroll to the bottom and select Delete or Archive from the dropdown menu, and click Submit.

    Please Note: Deleted messages will be removed from the system entirely.  We recommend Archiving items you don't want to see in the list but may need to come back to in the future.

  3. Enter Admin Notes or add a Category to your Saved Communications to help you locate and send Saved Communications more quickly.

Please Note: Categories can be filtered on the left using the Category Filter. Admin Notes are searchable using the Search in the top left.

Review Communications Preferences: 

  1. Navigate to Preferences from the Communications App drop down menu or the blue menu bar.
    a.) General Preferences: Set scheduled Communication reminder notices.
    b.) Display Preferences: Choose Columns and number of messages displayed per page.
    c.) Email Preferences: Set the default Signature & Email Template for your building(s).
    d.) Calendar Preferences: Review and update Calendar settings for holidays.
    e.) Signatures: Create, Duplicate, and/or Delete Signatures.
    f.) Email Templates: View Custom & Basic Templates.

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