Propertyware Knowledge Base

Category » Contacts

There were 17 articles found in this category:

1. What is a Contact?
   In Propertyware, a Contact is an individual, whether a tenant, vendor, lead or personal relation, whose personal information and history of communications may be tracked within the application. Each Contact is stored in the form of a contact card which may be shared publicly with all users with ...
2. Creating Contacts
   Creating a Contact Contacts Homepage Contacts Navigator Creating Custom Views of Contacts Mail Merge from the Contacts Homepage Categorizing Contacts Contacts can be categorized in four broad types in Propertyware: Tenant, Owner, Vendor and Other. New contacts created from this area of th ...
3. Editing Contacts
   To edit contact information for a Contact from the Contacts Tab: Click the Contacts tab. Select a contact you wish to edit from the Navigator menu on the left side bar. To simplify your search for a specific contact, use the Alphabet Filter to refine your search alphabetically by name or the ...
4. How do I create a new contact category?
   To add a new custom contact category, simply follow these steps: Click the Contacts tab From the Related Activities menu in the left side bar, choose Categorize Contacts Click New Category Type in a new Category Name Click the Save New Category button
5. How do I edit Owner Contact information?
   Owner Contacts are created through Portfolios -- either when creating a new Portfolio, or editing an existing one, by clicking the New Owner button. Once you create an Owner Contact, you can edit it either through the Contacts Tab or from the Portfolio itself. To edit an Owner Contact from t ...
6. Emailing Contacts
   Propertyware allows you to email your contacts online and see a history of all email messages sent to your tenant, owners, vendor or any custom categories of contacts. To Email a Contact: Click the Contacts tab. Locate a Contact using Search or the Contact Navigator. Click the Email button ...
7. How do I assign a Tenant or Vendor category to a contact?
   A contact must be associated with a Lease in order to designate it as a Tenant Contact. Click this help topic for specific instructions on attaching a tenant contact to a lease. A contact must be associated with a Vendor in order to designate it as a Vendor Contact. Click this help topic for ...
8. How do I view a past tenant's Forwarding Address?
   Forwarding Address data entered when performing a Move Out Calculation will update the Tenant Contact address. To view this address, simply follow these steps: Click on the Contacts tab. In the Contacts Navigator on the left side of the page, select View = Tenants, and click the Inactive rad ...
9. How do I record incoming emails received from a contact?
   The best way to record incoming emails received from a contact is to create and attach a Note to the contact. This can be done by following these steps: Click the Contacts tab from any page of the application. From the left side bar, use the Alphabet Filter to search for a contact by the fi ...
10. Using Conversations in Propertyware
    Conversations is a simple way to send and record messages to your Management Team, Tenants, Owners and Vendors. You can start a Conversation with an individual or select group, or post a message for all to see – it's entirely up to you. Conversations is at its largest and most visible on ...
11. Views
    A view allows you to filter data on a particular page. For example, if you want to see a list of leases that are about to expire, you could create a view in the Leases tab that filters by leases with an end date “between” a particular date range. When this view is selected, only ...
12. Contact Categories
    Contact Categories, such as the Tenant Contact Category described below, classify your contacts by the type of business relationship you have with them. Note: Tenant, Vendor, and Owner Contacts are created through Leases, Vendors, and Portfolios, respectively, and these types of contacts cannot ...
13. Owner Statement Delivery Preferences
    You can set email/print statement preferences for your owners on their contact page. Setting this feature will allow you create pre-filtered owner statements when you use the Post All Owner Draws function in the Management tab. To set the owner's delivery preference: Navigate to the Contacts ...
14. Enabling ePayment Information for Existing Tenants
    (Available to Premium Module Subscribers only) Once ePayments have been enabled in your account, you can add ePayment information to a Tenant Contact either from the Lease or from the Tenant Contact. Enabling ePayment information for a Tenant from the Lease Click the Leases Tab. Locate the Le ...
15. How can I generate a list of all my Tenant Contacts?
    To generate a report of all your tenant contacts with any number of fields which you may choose from: Click on the Reports tab from any page of the application. From the Report Categories menu, click on Contact Reports and then the Advanced Contact Report. Propertyware's Advanced Contact Re ...
16. Exporting Contacts to Microsoft Outlook
    To export a Contact to Microsoft Outlook: Click the Contacts tab. Locate a Contact using Search or the Contact Navigator. From the Contact Detail Page for your selected contact, click the Add to Outlook button at the top of the page and your contact will be downloaded into Microsoft Outloo ...
17. Contact Mail Merge
    To Generate a Mail Merge from a Contact: Click the Contacts tab. Using Search or the Navigator located on the left sidebar of the page, locate the applicable Contact. The Contact Summary Page appears. Click the Mail Merge button at the top of the page. The page will display Propertyware ...