We're excited to introduce timeline activity views for emails related to leases, ownership accounts, and rental owners! This is the first step towards creating an easy-to-use communication hub, where you can keep all contact records in one place.
Previously, in order to view an email related to a specific rental owner or resident you had to navigate to Communications > Emails to search through all emails sent out of the system. This was not only time-consuming but didn't allow you to view a complete story of interactions with that specific person, either.
Now, when you navigate to the summary page for any lease, ownership account or rental owner, you'll see a communication tab which features all emails that have been sent. If there are multiple people on a lease, you'll see emails relating to all residents.
Once you're on a communication timeline, you can filter the emails by Date or Sender. You can also search by subject line.
You can email directly from this page by clicking Compose email, or send a text by clicking the Send message option in the contact card on the right side of the screen.
NOTE: If the lease, ownership account or rental owner existed in the system prior to the storage of email content, you'll see a special card indicating that emails prior to that date are not available on the timeline.
In the coming months, we’ll be adding the same view for vendors, too. We’ll also be adding more types of communication by the end of the year - including text messages, logged phone calls, and more.