PDF letter generation
Greetings! We are back this month with some quality of life enhancements for our newest PDF Letter Generation feature, as well as other communication and support ticket features!
Enhancements
PDF letter generation update
Last month, we introduced a new feature where managers can generate PDF letters to mail to their community. In this month’s release, we’ve enhanced the header and footer settings for the PDFs. You can now upload your header and footer once and share them across all of your communities. You can set this up by going to the Communication Settings and uploading your header and footer in the “Global Postal Mail Header & Footer Area”. Each community can then override the company settings if they wish. The global settings are especially useful when a management company uses the same header and footer across all their communities to keep their branding consistent. It saves managers time and reduces errors.
Manage support tickets directly from the occupant detail page
Managers can now track and manage resident support tickets directly from the occupant detail page. Filter tickets by the state, view or update the ticket, or create a new ticket all within this page. This feature is great for assisting residents during a phone call or tracking previous interactions with them.
Generate PDF letters through the Send Message functionality
In the Send Message functionality, you can select occupants even if they have no communication preference. Then, you can generate PDF letters to mail to these occupants.
Sending a test message
Previously, when sending out a test email to yourself, message monitors and announcement monitors would receive a copy of the email. Now, only the individual who generates a test email will receive it.
About Pilera
Pilera Software is the premier property management software that has helped thousands of community managers and back-office personnel improve customer service. Request a personalized demo so you can learn how Pilera’s community management suite can increase work efficiency for your company.
New Features
Physical mailing is now available for all integrations!
Last month, we introduced the first look of our new Physical Mailing feature for Jenark and nonintegrated clients. We’re excited to announce that the new Physical Mailing feature is now available for all of our accounting integrations – VMS, Asyst, C3, Caliber, QuickBooks Online, TOPS, and Vantaca. Through this feature, you will be able to generate PDF letters and upload them to a third-party solution such as SouthData.
Watch Video: PDF Letter Generation Tutorial
If you missed our last feature update, here\’s a recap of how Pilera\’s new physical mailing will improve your communications:
Improve reach with flexible sending options:
- Choose between sending a letter to residents’ unit address or mailing address.
- Flexible mailing options empower you to reach every resident. Send to:
- All residents irrespective of their communication preferences.
- Residents who are not already receiving any digital communications.
- Limit sending physical mail to one letter per unit.
- Choose to send your mail via Standard or Certified US mail.
Improve your company\’s brand recognition:
- Upload your own header and footer in the PDF letters.
- Automatically include a return address.
- Preview your letterhead before generating your PDF letters.
Pilera’s advanced communications platform takes your physical mailing one step further:
- Preview the PDF letter to make sure it’s of your liking before sending it out.
- Save time by sending email, phone, text, and generating PDF letters all at the same time.
- Create reusable templates for PDF letter generation so you can save time.
- Pilera’s advanced segmentation capabilities give you even more ways to customize your recipients. Segment your physical mailing efforts by unit and people-based distribution groups; send by occupant type; or by a specific street, floor, building, or unit.
New address update capabilities
Managers can now sync unit address changes from their accounting system to Pilera, stress-free. Previously, any changes to the unit address when synced to Pilera would result in data loss in the resident account such as associated work orders, violations, or other tickets. Now, when a manager makes changes to the unit address in their accounting system like unit name, building, and street name, there will not be any data loss. This enhancement is now available for all of our accounting integrations.
Enhancements
Event calendar enhancements
You can now send on-demand event invites to on-site managers and board members.
Resident Portal updates
Residents can now view closed rule violations in the resident portal.
About Pilera
Pilera Software is the premier property management software that has helped thousands of community managers and back-office personnel improve customer service. Request a personalized demo so you can learn how Pilera’s community management suite can increase work efficiency for your company.
