Create a New Notice:
Open the Excel sheet from either Gail's desk top
or download it from H003 NOTES section "Auction Notices Excel FOrmatting Tool"
From EMAIL, TXT & PRINT // TEMPLATES // CUSTOM TEMPLATES
Create a new template by clicking the "New Custom Template" button
OR by editing the existing "Auction Notice" template
**You may create several new templates, one for each tenant**
**Use their name in the "Title" box precede each name with ".." as an example**
Creating the new template(s):
Beginning in cell B2 of the Excel sheet enter Unit #, Name, Min Due, By Date, Balance
If creating new enter "Title" use something like "..John Smith"
Copy from Excel cell D8 and paste into the "Email Subject" box
Copy from Excel cell D9 and paste into the "Email/Letter Content" box
Click "Create Template" button towards bottom of page
Repeat this step as necessary
Sending the Notice:
From the HOME // CUSTOMERS // **name** // "Letters" tab
Select the template created in the above steps
Click the Email option
Click "Send Email"
Repeat this step as necessary
Delete all newly created templates except for "Auction Notice"
Return to EMAIL, TXT & PRINT // TEMPLATES // CUSTOM TEMPLATES
Notifications:
A 30 day late notice is auto generated from the "Late/Lien" rules via "Batch Print"
After notice has been emailed the tenant file "Notifications" retains a copy of the emailed
If the notice is Printed Gail will need to scan a copy and insert it into a new tenant note
Tracking:
The unit is updated to "Pre-Lien" status
Gail to create a task to track through the auction process
