Ability to Edit Owner Statement Email

Status: Requested 2 Votes
Joey &
Apr 10, 2023 8:32 AM
Joined Aug, 2022 2 posts

It would save time if we could edit the owner statement email in advance. Each month, I need to go in and update the text in the pre-populated Owner Statement email for each client and property. Thanks in advance!

Caleb M
Apr 11, 2023 7:45 PM
OR Team Member Joined Mar, 2022 174 posts

Hi,

Currently you are able to create an email template with the category of "Owner Statement" via Settings > Templates > Create Email Template > Owner Statement

 

Then once its been created to your liking, you can set it to be the default for a specific owner via PM > Owners > Owner in question > Change > Preferences > Preferred Email.

Does this satisfy what you're looking for?

~Caleb