You can run a report to view all reminders set for individual or all properties.
- Go to Properties > Property alerts.
- Click Email alerts to owners.
A new page will display allowing you to create a report, which will then be sent to the owners.
2. Enter the date range for your report. click onto the calendar icons to select the individual start and end date.
- Choose, which columns should be showing in the report, by ticking the appropriate boxes.
These are the columns the owner will see in the attached report they receive.
Please note:
The report will be created in the background. You will not be able to check / see it before sending it to the owner.
- Click Filter.
A table with the information detailed below will be coming up.
It lets you know:
- Which owners will be contacted (only those with reminders in the selected time frame will be showing in the list)
- Which email addresses you have set up for the owner(s), and will be used to contact the owner
- Which alternative email has been set up for the owner
It also provides the option to select:
- Which owners you want to send a report to
- Which reminder reports should be going to the email set up under Admin > General details.
Please note:
You will only be able to send the report to the email address set up under Admin > General details, if no email address has been set up for the owner.
A section for the email settings and the option to send the report to the owner will show at the bottom of the page.
- Change / amend the Email subject as required.
- Select the letter template that is to be used form the drop-down for Email text.
Please note:
All letter templates you find under Letters / Emails > Edit, will be available in the drop-down for you to select.
For information, how to set up a letter template please see this help centre article.
- For the Attachment type you can select either to send the report as a PDF file or a CSV file. The file will be created in the background and attached automatically to the email
- The Admin email address will be auto-populated from Admin > General details.
This email address will be used when the option BCC all to admin is selected. You will receive a copy of all emails sent to the owners to this address. - Click Send.
When the emails have been processed and have been sent, the Send button will show Done instead and there will be the message that the emails have been sent next to it.
