Administrative back-office
Archiving Properties
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Complex and Properties addition
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Adding Business Cards to Properties
in Follow-up property, the business card will be associated with the property, not the inspection. To do this, go to Follow-up property. And select the property which will open up the Property Details page. Then select Documents (the paper clip ...
Changing Complex Name
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Unlinking an Incident from a Property
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Merging Properties
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Using the Log to find Address Changes
This guide will show you how to use the log to see all properties which had address changes within a certain month. Start in the Desktop app, go to Management--System Log. In the system log, you are going to Select the Criteria 1 dropdown and ...
Basic Create Property
Go to Property module and select New property First step is to click Generate Property ID Select the occupancy type, then add details of the property. Add the address information. This will fill out the Address in the details. After the address is ...
Delete a property
In the Property Module, go to Follow-up Property and search for the property or property ID. Once you have it below, double click on the property number to go into Property details. Once you double click on the property number and go into the ...