Contact Account Holder

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This article will show you how to contact an account holder. This will allow you to send a message, file, or receipt to any account holder's email address.

Instructions

  1. log in to Recreation Management

  2. Search for and select a user Search_and_Select_User-RM.png

  3. Under Account Actions, select Contact Account HolderMenu options for account actions including contacting the account holder option highlighted.

  4. Fill in the information fields Email form showing sender, recipient, balance due, and file attachment options.

    • From: Choose your email address

    • To: Auto-fills with the primary account holder's email address

    • CC: Click the checkbox(es) to send to any of your other email addresses

    • Subject: Enter a subject heading

    • Message: Enter your message

    • Balance Due: Click Include a "Pay Balance Due" link for balances due by if desired

      • Date: Enter the date for the day the balance is due

    • Attach File: Click Choose File to browse your computer and attach a file

    • Attach Receipt: Click the Attach Receipt link to open a menu of available receipts to attach Email Account holder page with Add reciepts highlighted and options showcased.

      Note: Select the checkbox to attach the receipt

  5. Click Send Email Email Account holder page with Send Email button highlighted.