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 they will be saved as a Client Note, if you wish.
Sending an email to an individual Client
To send a single email to an individual Client, go to the Client screen from the Home Screen by clicking Clients> Manage Clients> Double click Client's row to open.
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:
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.
Client Email eLearning Video