Re-Leased uses two distinct concepts for organising contacts: Contact Categories, which you set manually to describe a contact's relationship to your business, and Contact Types, which the system assigns automatically based on how a contact is used in the platform.
Contact Categories
Select one category when creating or updating a contact:
Contact
Company
Creditor
Owner — Client/Trust Accounting only
Owner Group — Client/Trust Accounting only
Bond Authority — Client/Trust Accounting only
How to Set a Contact Category
Open the contact record.
Find the Contact Category dropdown in the contact details.
Select the category that matches the contact's relationship to your business.
Click Save.
Contact Types
Contact Types are assigned automatically by the system as you link contacts to tenancies, maintenance, or billing. You cannot set these manually — they update dynamically as you use the contact.
Tenancy Contacts — all contacts attached to a tenancy, including Primary, Guarantor, Account Holder, and Tenants.
Maintenance Contacts — contacts set as Contractors on maintenance Work Orders.
Preferred Supplier Contacts — contacts marked as preferred suppliers and linked to specific properties.
BPAY Creditor — contacts set as BPAY Creditors for properties. Australian Trust Accounting customers only.
Insurance Contacts — contacts listed as the Broker on a property insurance policy.
Invoices — contacts assigned to invoices for billing.
In North America, "Tenancies" are referred to as "Leases" and "Work Orders" as "Purchase Orders". For more information, see our Glossary of Regional Terminology.