There are times when you might need to send Owner Statements not only to the property owner but also to other parties such as accountants or advisors. This article outlines how you can add additional contacts to receive a copy of the Owner Statements directly from our system. We'll guide you through the simple process of setting up and adding contacts to ensure the right people have the necessary financial information they need.
Setup Additional Owner Contacts
Before sending the Owner Statements to additional recipients, it's important to set up these individuals or companies as contacts within our system. Follow the steps below to get started:
- Access the Owner's contact card from your contacts list.
- In the contact card, scroll to the Owner Details section.
- Click '+ Add Contact'.
- Enter the name of the person or company into the provided text box.
If you need to remove a name or company, simply click the red circle next to their entry.
Remember to select Save to confirm and store the changes you've made. This will ensure that the additional contacts are now set up to receive Owner Statements.
After saving your changes, the system will automatically send a copy of the Owner Statements to the newly added contacts going forward. It's a seamless process that ensures transparency and simplifies communications between property owners and their associated parties.