To create a list:
1. Go to Member Management > Member Registration > Contact Lists.
3. Choose recipients by:
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Using an existing contact list.
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Filtering by account type (by User Role and/or User Status).
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Assigning categories.
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Manually selecting members.
4. Click Add Contact List to save.
Managing a list:
- To add members, open the list and click Add Member.
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To remove, click the bin icon.
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Each list shows the total members and last update date.
⚠️ Important notes:
- Contact lists must be updated manually. Avoid creating lists that change frequently (e.g., “Approved Members”).
- Lists cannot be renamed or deleted, as this could break records linked to past communications.
After creating a contact list, you can use it when composing an email.
In Step 2 - Select Recipients, open the Select recipient by dropdown and choose Contact List. You can then select the relevant contact list as your email recipients.
Recommended uses:
- Committee groups (e.g., Owners’ Corporation members)
- Residents who completed gym inductions
- Owners by level or property type
- Management teams