Client - Email

Modified on Tue, 28 Jun, 2022 at 11:26 AM

The email function on the Client Screen is used to send a single email to a Client directly from Chintaro. The benefit of sending Clients emails through Chintaro is that the information you send will be recorded in the client's note history.

This solution details how to:

Create and send an email to an individual Client
Create and send a bulk email to multiple Clients

Create and send an email to an individual Client

To send a single email to an individual Client, go to the Client screen by clicking Clients in the toolbar and double clicking on the row of the client you want to email.

You must have a valid email address in the Email field of the Client Screen to be able to send an email to your Client:

Once you've checked the email field, click the Email function (blue button) at the top of the screen, and an Email Client pop up will appear:

Field	Description
Create Client Note?	Ticking this box will automatically record a Client Note with the contents of the sent Email. This box can be ticked as a default through System Maintenance> Preferences> Tenancies Rent> Create Client Note
Attachment 1- 4:	Clicking the ellipsis box will allow you to add attachments to your email.
Subject and Message	Enter as you would with any other Email.

When you're ready, click the Send Email button and the email will show in your Outbox on your PC. You may get a message asking your approval to be sent and if so, your IT Department may be able to assist you to remove this warning. All replies will be sent to your desktop Email system.

Create and send a bulk email to multiple Clients

To send a bulk email to your Clients, from the Home Screen, click Clients, then click Client Email and the Email Clients screen will open:

Begin by sorting and/or filtering the screen so that it displays only the Clients you want to send the email to (EG by Property, Primary Tenant, Tags, etc). For more information on sorting and filtering columns in Chintaro screens, click this link.

Then, select any attachments you want to attach to the Email by clicking the

button(s). You have the ability to add up to 4 attachments to the email.

Type the subject of the Email in the Subject field, and the contents of the Email in the Message field. NOTE: Hold down <CRTL> + K for a new line in the message field.

Tick the Create Client Note? box if you would like a Note to be created with the contents of the Email for the selected Clients, and if so, enter a brief description of the email in the Note Title field that will be appear in the Notes section of the Client Record.

When you're ready to send the email to the Clients on your screen, click the button. Alternatively, individually select the Clients you want to contact by ticking each individual Include box in the Include column. Click the box to untick all selected Include boxes, then click the button. The Email you send will go out through your desktop Email system and all responses will go to your Outlook (not in Chintaro).