For our Asia-Pacific and Europe users, the term "Tenants" is common, while our customers in North America are more familiar with the term "Leases." In this article, we will use the phrases "Tenancy" and "Tenants" interchangeably. For further clarification on regional terms, please visit our Glossary of Regional Terminology.
Welcome to our guide on navigating the Contacts feature. This resource is designed to help you effortlessly manage and view various aspects of your contacts, be they tenants, owners, suppliers, or any other related entities. Whether you're new to the system or just need a quick refresher, we'll show you how to use the system to your advantage, ensuring smooth operations and well-organized management.
Check out our self-guided learning video for an interactive demo: Navigation (Approx 20 mins).
For our European users, check out: Navigation (EMEA)
Understanding Contact Types and Categories
Please click here to learn about how Contacts are classified into Types and Categories.
Filtering and Searching for Contacts
Finding Contacts by Category or Type
- Go to the Overflow menu in the main Navigation bar, and select Contacts.
- Use the filters to refine the contacts displayed by company, category, or type.
Using the Global Search Bar
- Type the contact's name, phone number, or email into the Global Search bar atop your dashboard.
- Look through the returned list. This will include contact profiles and related entities.
- Select the contact's name to view their detailed information.
Tip: The Global Search bar is a time-saving feature for when you need to find a contact quickly without browsing through multiple categories.
Viewing Properties Associated by Contact
- Navigate to the main Contacts list page and filter/search as required as per instructions above.
- Select the contact of interest.
- Choose Properties and then click on the Property Name to see more details.
N.B: A property may be associated with a contact in different ways, such as through ownership, tenancy, or supplier links.
Viewing Invoices by Associated Contact
- Navigate to the main Contacts list page and filter/search as required as per instructions above.
- Select the contact of interest.
- Navigate to the Invoices & Credits tab and click on the Invoice Number.
Viewing Properties & Leases / Tenancies Associated by Contact
- Navigate to the main Contacts list page and filter/search as required as per instructions above.
- Select the contact of interest.
- Select Properties or Leases/Tenancies down the left-hand menu to view related information.
By utilizing these steps, you can make sure that your contact management is comprehensive, accessible, and efficient. Remember, proper use of these features leads to better organization and smoother property management processes.