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PM - How to send owner statement to two owners?

Replies: 10 - Pages: 1 - Last Reply: Aug 1, 2021 5:51 PM by: Alanna Miel
Daniel
Registered: 7/12/16
PM - How to send owner statement to two owners?

Hello,

Is there a way to set it up so the owner statement is emailed to two owners (two different email addresses)?

Thank you!

Daniel

Chris Hynes
Registered: 10/19/12
Re: PM - How to send owner statement to two owners?

There isn't currently a way to do this on the owner settings.

What you could do to work round that would be to create a custom owner statement email template (in Settings > Email Templates) that has both emails in the TO and use that for that owner when you send the statements.

Kismet Prop
Registered: 9/27/18
Re: PM - How to send owner statement to two owners?

That's a good idea as I have the same issue. Multiple owners on one property.

CWV
Registered: 11/21/19
Re: PM - How to send owner statement to two owners?

Kismet Propertie said:

That's a good idea as I have the same issue. Multiple owners on one property.

Yes, we have multiple owners on one property as well.

Alece
Registered: 1/5/20
Re: PM - How to send owner statement to two owners?

Wanting to revive this to see if there's any possibility of OwnerRez adding in the option of more than one contact for an owner. I manage multiple properties that have more than one owner and would love to streamline this setup/access in the Owner Settings rather than customizing email templates with multiple email address if at all possible. Perhaps we could simply add more email addresses in the current email field, just with a comma separating them?

Thanks for your time and consideration, Chris!

Ken T
Registered: 8/7/19
Re: PM - How to send owner statement to two owners?

We've been discussing this and trying to see if there's a fairly easy way to add this ability, so we could just get it done and out there.

Daniel
Registered: 7/12/16
Re: PM - How to send owner statement to two owners?

I found a workaround for this.

I created an email template that I call Owner Statement and in the "To" field and inserted both email addresses.

Kismet Prop
Registered: 9/27/18
Re: PM - How to send owner statement to two owners?

Great idea... I'll try that!

Leslie E
Registered: 2/26/20
Re: PM - How to send owner statement to two owners?

Is there any update on this to have two different owners to be assigned to one property? I have several homes where there are multiple owners and it is not an LLC. Most software I have used you can input multiples and say how much a % they own so at the end of the year it makes accounting easier.

Alanna Miel
Registered: 11/30/20
Re: PM - How to send owner statement to two owners?

Just wanting to put a vote for this too. It feels hard to give ownership to one owner or another, when it is joint ownership. If I favor one client over the other, it doesn't feel right. Any updates on this would be great. Joint owners should have access from two different emails. Thanks!

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