Sending SMS and email from the home screen

You're able to quickly send text messages and emails from your Alto home screen.

Quick send an SMS

1. Click Home on the main navigation bar
2. Click Communication on the Home screen side menu
3. Click Quick Send SMS
4. The Quick Send SMS window opens. In the To field, use the search bar to find and select the contact by name or mobile number
5. In the SMS Text field, type the required text message (up to 160 characters max)
   1. Alternatively, click the Insert Standard Paragraph dropdown menu to select a pre-prepared standard message that can be further edited
6. Below the message, ensure you have permission from the recipient to send them messages and that you have their consent for marketing
7. Click Send

If the SMS message is sent to a contact rather than an ad hoc mobile number, the message appears in the contacts Timeline.

Quick send an email

1. Click Home on the main navigation bar
2. Click Communication on the Home screen side menu
3. Click Quick Send Email
4. The Email window opens. In the To field, use the search bar to find and select the contact(s) the email is to be sent to, or type in the email address(es)
5. In the CC field, if a copy of the email is to be sent to others, find and select the contact(s) the email is to be copied to, or type in the email address(es)
6. Edit the Subject of the email, if needed (by default, the template name will be set as the Subject)
7. Tick Update Last Contacted Date if appropriate
8. In the Message field, type the required message
   1. Alternatively, click the Insert a Standard Paragraph dropdown menu to select a pre-prepared standard message that can be further edited
9. Add any Attachments needed either by selecting Browse your Computer and selecting attachments directly from your desktop, or, by selecting Browse Alto and attaching documents stored on the tenancy record (if applicable)
10. Below the message, ensure you have permission from the recipient to send them messages and that you have their consent for marketing
11. Click Send

If the email message is sent to a contact rather than an ad hoc email address, the message appears in the contacts Timeline.

• Related Help Centre articles that you may find useful.

  SMS Messages Sent report