Mailbox¶
The Mailbox is CustomerManager's built-in messaging tool for communicating with tenant staff and clients.
Accessing the Mailbox¶
In the sidebar, click Messaging.
Folders¶
The sidebar within the mailbox offers:
- Inbox — messages you've received, with an unread count badge.
- Registrations — messages related to client registrations, also with an unread count.
- Sent — messages you've sent.
- Trash — deleted messages, which can be restored or permanently removed.
Below the folders, Groups let you filter by who a message is with: Clients, Tenants, or Registrations.
Composing a Message¶
Click the + button at the top of the mailbox sidebar and choose who to message:
- Tenant — send a message to tenant staff.
- Client — send a message to a client.
Fill in the message and send it — it will appear in your Sent folder.
Reading and Managing Messages¶
- Click a message in the list to open it.
- Click the ← arrow to return to the list.
- Use the reply icon to start a new message to the same recipient type.
Bulk Actions¶
Select one or more messages using their checkboxes (or Check All), then use the toolbar to:
- Mark as Read / Mark as Unread
- Assign a Group (Clients or Tenants)
- Move to Trash
While viewing Trash, selected messages can instead be Restored or Permanently Deleted.
Searching¶
Use the search box at the top of the message list to filter the current folder by content.
Tip
Use Refresh (the circular arrow icon) if you're expecting a new message and don't see it yet — the mailbox doesn't refresh automatically while you're viewing it.