Duration
05min, 15sec

Presenter
UpperBee

Level
Beginner

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Course description

Mail merges is the best way to manage and disseminate the official communications of the condominium, especially the communications that must have a distinction between the communications of one owner to the other, when it comes to make a notice of assessment where each owner will pay a different amount. Therefore, mail merge will allow to generate a standard letter for everyone with information specific to each one.

In this short video, you will see an overview of the mail merge.


Contents

00min, 00sec : Introduction

00min, 20sec : Where to go to use the mail merge

00min, 25sec : Creating a new mail merge

01min, 55sec : Select co-owners

02min, 10sec : Set custom field values

03min, 30sec : Sending a mail merge

05min, 00sec : In closing

Category(ies)

Software, Communication


Presenter

UpperBee

UpperBee’s team includes several property managers from one of the largest condominiums and homeowner associations management company in North America. We are therefore pleased to be able to share with you our many decades of experience in condominium and HOA management field.

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