Yes, you can email a debtor from SimplicityCollect directly or in bulk. You can test this by picking an account and using your own email address for the debtor’s profile, and emailing a document to yourself.
The email it sends from will be the email your company has on file in Settings > Administrators > Company/CC Settings. If you wish to change this email, you must log out then log back in for the change to take effect.
Certain emailing options that are available in Simplicity include:
- Create customizable email templates (Tools > Custom Notification Manager)
- Preview email and document before sending (On debtor accounts’ Claim Details page in Notifications area )
- Send attachments as PDF’s (On debtor accounts’ Claim Details page in DocGen area )
- Send automatic emails remainders for postdated payments (On debtor accounts’ Payment Plan page).