Management

Compose and send an email merge

Send a personalized email to selected residents from Email Merge. You need staff access to Email Merge for the building. For an overview of the module, see Understand Email Merge.

Use or edit an email template

Reuse saved subject and body content from the Templates tab in Email Merge. You need staff access to Email Merge and a building selected (templates are saved per building).

Schedule, reschedule, or unsend a merge

Queue an email merge for later, change that time, or stop a send that has not fully delivered yet. You need staff access to Email Merge for the building.

Upload a document

Add files to Documents for your building. You need staff access to Documents and a building selected before upload.

Find and preview a document

Locate a file in Documents and open an on-screen preview. You need staff access to Documents.

Share a document by role

Control who can see a file or folder using Sharing / Share with options. You need staff access to Documents and permission to edit the item.

Print mailing notices as letters

Save one paper notice for a mailing, one letter per unit. You need staff access to Email Merge.

Email a generated report

Send a finished report as PDF or Excel (or explain how to open HTML in MCC). You need Reports and Email Merge turned on for the building.

Schedule a report to email

Run a saved template on a cadence and email the file to staff, roles, or extra addresses. You need Reports and Email Merge turned on for the building.

Run a service request created report

Build a period list of tickets created (any status), optionally grouped by type, for a board pack. You need access to Reports.

Run an incident report created report

Build a period list of incident reports filed, optionally grouped by type, for a board pack. You need access to Reports.