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

Use the Community Inbox

The Community Inbox keeps every message members send to your shared address, for example team@yourclub.org, as a conversation. Your team still gets each message by email, and the history stays with the organization when volunteers change.

1. The list

Open Community Inbox. Conversations with the newest activity are at the top. Each row shows who wrote, the subject, how many messages there are and when the last one arrived.

  • A filled envelope and a bold name mean no one on the team has opened the newest message yet.
  • An open blue envelope means someone has read it, but no one has replied yet.
  • A grey envelope means it’s handled.

Opening a conversation marks it read for the whole team, so everyone can see it has been looked at.

2. Filters

  • Waiting for a reply (the default): a member wrote and no one has answered yet. The red number in the menu counts these.
  • Open: everything still in progress, answered or not.
  • Not in contacts: the sender’s email isn’t in your contacts yet. Open the conversation to add or match them.
  • Closed: handled conversations. When the member writes again, it reopens on its own.
  • All: everything.

If you have more than one address, a menu lets you show one address at a time. When you come from a record, for example a unit, the list shows only conversations about it. Click the × on the blue label to see all of them again.

3. Where messages come from

A conversation starts when someone emails your shared address. When the same member replies to your answer, the reply joins the same conversation. A brand-new email, not a reply, starts a new conversation.

Last updated: October 29, 2026