Organization Settings Social Media Public Page (About Sender) Member Directory Companion App

Managing Contact Lists Viewing and Editing Contacts Adding Contacts Manually Importing Contacts from CSV Creating Sign-Up Forms

Writing a Message Proactive Coach Using Templates Adding Images Understanding the Message Summary Before You Send: Test or Review Pasting from Other Apps Previewing Your Message Adding Tables

Creating an RSVP event Understanding the Event Summary Understanding the Open Event Summary Guest Check-in Seating Arrangements

Sending Your Message Sending From Your Own Domain Setting Your Reply Address

OrgPlanner

Getting Started with Form Builder Building and Editing Forms Working with Smart Presets Managing Form Responses

Getting Started with Email Forwarding Adding and Verifying Your Domain Creating and Managing Email Forwarders Replying As Your Forwarded Email Address in Gmail

Team Members

Activity Dashboard Usage & Limits Usage History

Workflow Automation Overview Bahá'í Feast Announcement Workflow

Getting Started with ARC Requests Reviewing and Deciding on a Request

Understanding Your HOA Overview What Is a Unit? Adding Your Units Assigning Contacts to Units The Primary Contact Star Deleting a Unit Importing Contacts with Units and Addresses

How an Election Works Election Basics Who Receives the Ballot Email Quorum Settings Positions and Candidates Who Receives a Ballot Launching and Sending Ballots Reusing an Election

Reading the Results When Quorum Is Not Met Announcing Results to Members Exporting and Record Keeping

Getting Started with Violations Logging a Violation Managing a Violation Case Violation Categories Governing Documents & Rules Fine Schedules Notice Templates

Dues & Payments Overview Charge Batches Unit Ledger Creating a Special Assessment Per-Unit Dues Overrides Recording an Offline Payment Dues Schedule & Late Fees When a Homeowner Says They Already Paid Autopay for Regular Dues Exporting Dues Data Payment Disputes and Restricted Units

Getting Started with Reserve Study

Meetings & Minutes: from notice to approved minutes Meetings settings: your association and board

Compliance calendar: never miss an HOA deadline

Document vault: keep your HOA records in one place

Board roster: offices, terms, committees and alerts

Track vendors and insurance certificates Work orders for repairs

Community Inbox

Read and answer a conversation

A conversation page shows every message with one member, oldest first. Member messages are on the left. Your team’s replies are on the right, in blue.

1. Reply on this page

Type in the box at the bottom and choose Send reply. The member receives it from your shared address, under the organization’s name, with your sign-off added. The rest of the team gets a copy, so everyone knows it has been answered. These replies are marked replied in Formtabulous.

2. Reply from your own mailbox

Every team member also gets each message in their own mailbox (Gmail, Outlook…). Just press Reply there. The reply goes back through Formtabulous: the member gets it from the shared address, not from your personal one, and it’s saved here. These replies are marked replied by email.

  • Reply from the address that’s on the team list. A reply from any other address isn’t sent to the member. It’s saved and forwarded to the team instead.
  • Your reply is sent exactly as written, including your personal email signature. Remove your phone number or home address first if you don’t want members to see them.
  • If your email provider can’t prove the message is really from you, you get a “Reply not delivered” email. Reply on this page instead.

3. Close and reopen

Choose Close conversation when it’s handled. It moves to Closed and leaves Waiting for a reply. If the member writes again, it reopens on its own. You can also choose Reopen conversation yourself.

4. Who is this?

When the sender’s email isn’t in your contacts, a Who is this? box appears. Either add them as a new contact, or pick the existing contact they are, if they wrote from another address. Their other conversations, and future mail from that address, are matched too.

5. Related records

Under the sender you may see links to records this conversation is about, for example an HOA member’s unit. Some links are added automatically from who the sender is. Click a + suggestion to link one, or × to remove a link someone added.

6. Long messages and attachments

Quoted earlier emails are folded away. Choose Show full message to see everything. Attachments appear under the message; click one to download it.

Last updated: October 29, 2026