The email, phone, and text buttons located in loans and leads can be configured to provide seamless borrower communication by connecting the button with the third party application on your device.
The only purpose of these buttons is to open the respective email, phone, or text application on your device. Any communication sent from outside of ARIVE in this method will not be logged or tracked by ARIVE. Therefore, you won't see any messages sent utilizing these buttons in Email Tracking, SMS Tracking, Email Logs, Activity Logs, etc.
You can find the email, phone, and text buttons in your loans and leads under your borrower's name in the upper left corner.
Mac Instructions
For Mac users, the phone and text buttons are automatically configured to FaceTime and Messages, respectively. However, the email button may or may not be configured. You can follow the below written instructions or video tutorial to configure the email application accordingly.
Important: In order to configure the email button, you must first have your preferred email application already installed on your device. 1. Confirm the email application you prefer to use is already installed on your device.
If it's not, install your preferred email application onto your device.
2. Click to open the Mail application on your device.
In the toolbar at the top, you can search for the Mail application using the magnifying glass icon in the upper right corner.
3. In the main menu bar across the top of your screen, click the Mail menu in the upper left and select Settings.
4. If you are not already in the General section, click the General indicated by the gear icon.
5. From the Default email reader menu, select your preferred email application.
Windows Instructions
For Windows users, the email and phone buttons may need to be configured. The text button is not available to be used for Windows devices as Windows does not offer the option to link the text button to a third party application.
Important: In order to configure the email button, you must first have your preferred email application already installed on your device. Email Button Configuration
1. In the task bar, use search field and type "default apps" and click Default apps.
2. In the Set a default for a file type or link type search bar, search for "mailto", and click MAILTO in the populated search result.
3. Click Mail, click your preferred default email application, and click the Set default button in the lower right corner.
Phone Button Configuration
1. In the task bar, use search field and type "default apps" and click Default apps.
2. In the Set a default for a file type or link type search bar, search for "tel", and click TEL in the populated search result.
3. Click Phone Link, click your preferred default email application, and click the Set default button in the lower right corner.