In the Communication module, you can easily view all communications that you've sent from within Rentman. This includes all sent documents to customers (quotations, invoices, contracts, packing slips, callsheets, etc.), planning emails to crew members, and invitation emails. There is also the possibility to view your received notes, which are sent to your Rentman email address.
Communication Log
For more information about the Communication Log sub-module, please refer to this article.
Emails sent
- Go to the subfolder Emails sent sub-module from the dvrCommunicationmodule.
- In this overview, you will find all the sent messages.
- (Optional) Narrow your search by searching for a specific time period in the top left corner.
Email status
In the Sending status column, you will find the current status of your email. This status can be one of the options:
-
Sent
The email server of the recipient has confirmed that the email has reached the recipient. -
Delivering failed
The Rentman email client, or the server of the recipient, determined that the e-mail could not be received.Did this happen, or is an email being marked as spam? Read how to solve problems with emails.
Send a note via e-mail
You can easily send a note to your Rentman profile, by sending an email to accountname@rentmanclient.com.
It's possible to directly attach a note to a project, by including the project number (#13) in the subject of the email. Do it like this:
View and attach received notes
- Go to the Notes received sub-module from the dvrCommunicationmodule.
- In this overview, you will find all the notes received.
Attaching notes to a project can be done in two ways, from which the first one is described in Send a note via email. If this isn't done, you can attach the note manually in the Notes received sub-module .
- Select
a note.
- Click "Assign note"
- Search for a project to attach the note.
- Click Save.
If you attach a note to a project, it will not appear in the Notes received sub-module. Instead, it will directly appear in the General tab of your project.
FAQs
Read this article.
You can view the content of email messages by selecting the message and click "View", or by double-clicking the message.
You can view the content of a received note by hovering your cursor over the note.
By default, users should be able to see their own messages. If you do not see your messages, make sure that you have the right user role permissions to view them. You can change this in the settings Configuration module.