Condo Manager Tip: Collection Follow-up
Did you know Condo Manager will allow you to email your collection letters in addition to printing them in the software? Our paperless management system allows you to send collection letters by email only if selected or in addition to printing a physical copy of the collection letter.
First make sure to have an email addresses entered in to the owners accounts for whom you would like to have receive their collection letters by email. When you print your collections letters from the collection follow up screen, click the “Settings” button in the top right hand corner of the screen. You can then click the blue hypertext link “Advanced Settings” under “Step 1” and select from the bottom of this screen whether to “Email documents instead of printing them.” or to “email documents IN ADDITION of printing them.”. Please make sure to click “Save” in order for the software to remember your preference. When it’s time to do your collection follow up, simply check the “Start Collection” box and Condo Manager will automatically check the “Print Letter” box for you. Now all you need to do is click “Start the Collection Action of Level 1 for the Selected Owners Below”. The software will then automatically either print the collection letter only, email the letter only, or both print and email the letter at once!
You can also repeat the above step for the rest of your collection steps. Under “Step 2” click the blue hypertext link “Advanced Settings” and check the box of your preference. Once again make sure to “Save” your selection. Condo Manager will then remember your preferences for future use and you will no longer have to spend your precious time attaching and emailing these letters one by one to residents. By taking the couple of minutes to set this up you have easily saved yourself in return several hours of time.
This is just one of the many ways we can help your management company save time, improve efficiency, and increase productivity. We created our accounting and management software specifically for the homeowner association industry. If you are currently looking for a new management software system, please contact us today! Hundreds of management companies and self-managed associations trust Condo Manager with their associations and we would love to help you.