Selecting Contacts from the green main menu will show all the active Contacts that are in the system for your Companies.

(1) The Contacts are divided into groups :

  • All
  • Current Contacts
  • Current Tenants
  • Companies
  • Creditors 
  • Owners
  • Preferred Suppliers 
  • Bond Authorities 
  • Archived  
  • Archived Contacts

(2) Further filtered by:

  • All
  • Property 
  • Tenancy
  • Maintenance 
  • Insure
  • Invoices 
  • Owner 
  • Bond Authority 
  • Company 
  • Creditor 
  • Preferred Supplier

1. Select to view a contact via Tenants, Companies, Creditors Owners, Preferred Suppliers, Bond Authorities and archived

2. Filter by Company/All

Find any contact without navigating through screens and lists by typing part of their name into the Global Search bar, the list of matches will include Contact files, click the name to open the contact.