Account Management


 

Contact Account Holder

Overview

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

Instructions

  1. Search and select a user
    rec_search_select_user.png
  2. Under Account Actions, select Contact Account Holder
    contact_account_holder.png
  3. Fill in fields
    email_account_holder.png
    • 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 content
    • 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
  4. Click Send Email
    send_email.png



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