Webinar
What's New with SendGrid?
Vantaca Features
SendGrid
Description:
Implemented SendGrid as an Email Reader which allow easier email forwarding for Gmail and the following changes have been made to the Mailroom > Email Accounts page. For more information about how to configure the new Forwarding Feature, Click Here!
- A Save Grid setting has been added which will allow users to save and changes made to their grid.
- The columns will now be editable, allowing you to choose which ones can be displayed or hidden on the grid.
- The following columns have been added to the list of available column options:
- Email Usage Type
- Forward
- Note: This will be the only new column enabled by default.
- From Name
- Updated the filtering options to be more consistent with the rest of the system.
- The Edit Email Account/New Email Account form now has an Email Usage Type dropdown with the following options:
- IMAP Access. Note: Previously, this was the only configurable option on this form and no changes have been made to this section.
- Forwarding
- Email: will auto-populate with the username, but an email will still need to be entered correctly. Note: This is what Vantaca will display as the Email Sender.
- Email Type: Select from Invoice, General or No-Reply.
- Action Type: Select from the list of available XN Types in the dropdown.
- Associations: Select All Associations or one from the dropdown.
- From Name: This can be used to display as an additional from field on the email. Clients would enter their association’s name in this field to ensure homeowners aren’t confused as to who sent the email. Example: “Vantaca Myles” is the From Name and "vantacabetatest@gmail.com” is the Email.
- Implemented Merge Tag functionality with the new SendGrid features.
- The auto-responder will support both Subject and Body Merge Tags currently being utilized.
- Note: Auto-response merge tags will only work for General Type, Invoice and No-Reply aren't supported when being forwarded from a Gmail account.
- The auto-responder will support both Subject and Body Merge Tags currently being utilized.
- Added automatic reply protection from third-parties.
- If the same email was received five (5) times in the last hour, the system's auto-responder will cease generating a new response.
- The auto-responder will not reply to emails containing Automatic reply in the Email Subject line.
- Added email bounce/automatic reply protection from Vantaca.
- The auto-responder will stop replying if the received email has already been auto-replied to at least five (5) times and the From Account Name and Subject are identical to emails received in the past hour.
Impact:
This new email reader will allow you a quick and easy means to seamlessly forward your Gmail emails straight into Vantaca as Action Items along with the inherent protections and validations to ensure that your inbox doesn't become riddled with auto-responding emails.
Note: For step-by-step information on setting up a forwarding address through Gmail, visit Configuring SendGrid to Forward from Gmail
Activity Notes Date Range
Description:
A Date Range selector has been added to both Activity Note grids:
- System > Activity Notes
- Association Activity Notes
- The date range filter contains the following options:
- Today
- Last 30 Days
- Last 90 Days
- This will be the default setting.
- Last 180 Days
- Custom
- The filter's settings can be saved using Save Grid Settings.
- The date range filter contains the following options:
Impact:
The grid was loading a complete cumulative history of an association's activity notes, which was having adverse performance effects. This Date Range Selector functions in the same way as the one recently added to the All Action Items grid and is aimed at improving performance of the grid by only loading relevant data for you, rather than everything under the sun.
RevoPay Button
Description:
The RevoPay button has been removed from the Homeowner List since it's no longer needed.
Impact:
If you're using the RevoPay interface the button has been removed since it became redundant in the system now that we're sending an automated Validation file!
Certified Mail Tracking
Description:
Added Certified Mail Tracking for the following solutions:
- Optimal
- SouthData
- A Tracking button has been added to the Mailroom > Print Queue > Jobs tab.
- The button will retrieve the most current tracking status and tracking number for the job.
- Note: Button will only display after the order has been sent. Button will disappear after receiving an ending status: "Returned," "Delivered," Refused."
- Selecting the button will cause the Status Detail field to populate.
- The button will disappear until the next tracking update is available at which time the button will display again.
- The button will retrieve the most current tracking status and tracking number for the job.
- The tracking details will automatically be applied to the Homeowner Action Item that generated the letter.
- The tracking details of the Print Job can be found in Homeowner > Action Items > Message Details > Event Details.
- Clicking on the tracking details will redirect the user to the tracking page on the carrier's website.
- A Tracking button has been added to the Mailroom > Print Queue > Jobs tab.
Impact:
This new addition to the Jobs tab on the Print Queue will let you quickly access the tracking information for your certified mail without having to navigate out of Vantaca.
Label Report Sorting
Description:
Added additional sorting options to the following Reports:
- All Address Mailing Labels (Current Resident)
- Homeowner Mailing Labels
- Property Mailing Labels
- The Report Viewer will now have the following sorting options:
- Street #
- Last Name
- Property Unit
Impact:
You'll be able to effortlessly sort and identify records on these Mailing Label related reports.
Utilities Billing Monthly Comparison Report
Description:
The Utilities Billing Monthly Comparison Report has been added.
- The report will display a comparison of the association's utility assessment charge information for the most recent complete month and month prior.
- The report will display individual utility charges and group results by Account Number by default.
- Users will need to enable the report under Settings > Roles > Reports > Financials to use.
Impact:
This new addition will let you easily generate a report and compare charges between two periods all with a single report.
Vantaca Corrections
Activity Notes
- The error causing the Activity Notes for Service Provider activity to not accurately reflect changes has been resolved.
All Action Item Date Range
- Resolved the issue with the Date Range Filter on the All Action Items grid pulling Action items with a Created Date that was prior to what the user actually selected.
Service Provider Selection
- Selecting a provider from the Service Provider List will no longer require you to navigate away from the page in order for your new provider selection to be applied.
Lockbox
- Lockboxes for all banking integrations will now recognize the subledger account numbers after identifying an issue where Vantaca was not recognizing the special assessment subledger code as expected.
Violation Step
- The error causing the incorrect inspection step to display for violations and fines to duplicate unexpectedly when violations are edited when reviewing in the portal has been resolved.
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