One of the first steps in setting up the Communication Application is to program the Preferences. To begin, select Preferences from the Communications dropdown menu.
General Preferences
In General Preferences, reminders can be set up for scheduled Communications. Once set up, the system will send an email reminder prior to the scheduled Communication. When finished, click Save.
Display Preferences
The Display Preferences allow the user to determine the number of Communications shown per page on the Communications and Saved List pages, as well as which columns will be shown. Choose the number of Communications from the dropdown menu, then choose from the following columns of information; Types, Recipients, Message, Created By, Category, and Date. When finished, click Save.
Email Preferences
The Email Preferences allow you to select the default Email Template and Default Signature for each building when a new email is created.
After adding a Signature, click the Building, then choose the Default Template and Signature from the dropdown menus. For more information on how to add a new Signature, view the section on Signature Preferences below.
After choosing the Email Template and Signature from the dropdown menus, click Preview to view your selections. When finished, click Save.
Calendar Preferences
The Calendar Preferences allows users to add U.S. Federal Holidays and/or Custom Holidays to the Building Calendar/s.
Quick links to each Building Calendar are provided at the top of the page for easy access.
Holidays can be added to all buildings at once by selecting Basic or each building can be managed separately by selecting the Advanced tab.
Check the box next to any/all U.S. Federal Holidays to be included on the Building Calendar. Descriptions can be added for any holiday, if desired.
To add a Custom Holiday, click the gray plus sign at the bottom of the list. Add the name of the holiday in the field provided and add a description, if desired. Then enter a specific date or add a floating date. If a specific date is selected, a calendar pop up will appear to select the date. To add a floating date, select the day of the week and the month. When finished, click Save.
Signature Preferences
The Signature Preference allows users to set up custom signatures for email Communications. Signatures should be set up prior to sending out email.
To view or edit a current Signature, click a name from the list.
To set up a new Signature, click the green New Signature button, then enter a name for the Signature. This name can be a person’s name or a general name like Property Management Office. Text can be copied and pasted into the box and then formatted using the formatting toolbar. Images, lines, tables, and links can be added, if desired.
To select a default Signature, check the box next to one or more buildings, then click Save.
Email Template List
The final Preference is the Email Template section.
Our Design Team will create a Custom Email Template using the company/building logo and design. If there are no Custom Templates in the list, click the green Request Custom button on the left.
This page includes the full list of all Basic Templates and any Custom Email Templates that have been added. Click on the name of the template to see a Preview.
Click Use to begin creating a Communication using a selected Template.
