The article has been updated successfully.Propertyware classifies Other Customers as those entities or customers that generate income for your Portfolios, Buildings, or Units from a source other than a lease. Other Customer payments are viewed within the Money In Tab l Summary, under the Other Customers Subtab. Your Propertyware Administrator may create, edit, or delete Other Customers from the Manage Customers area in the Setup Menu.
To add a new Other Customer:
- Click the Setup link at the top of the application.
- Then, from the Administration Setup menu on the left side navigation, click Manage Customers.
- The Other Customers Summary Page appears, with a list of active Other Customers. To add a new customer, click the New Customer button.
- The New Customer box appears onscreen. The only required field is the name; complete the information in this box and click Save to save the new customer, or Cancel to cancel.
- The new customer now appears on the Other Customers Summary Page.
To edit an existing Other Customer:
- Click the Setup link at the top of the application.
- Then, from the Administration Setup menu on the left side navigation, click Manage Customers.
- The Other Customers Summary Page appears, with a list of active Other Customers. To edit an existing customer, click the Edit link in the Action column.
- The Edit Customer box appears onscreen. Edit the information in this box and click Save to save the changes to the customer, or Cancel to cancel.
- The edit customer now appears on the Other Customers Summary Page.
To delete an existing Other Customer:
- Click the Setup link at the top of the application.
- Then, from the Administration Setup menu on the left side navigation, click Manage Customers.
- The Other Customers Summary Page appears, with a list of active Other Customers. To delete an existing customer, click the Del link in the Action column.
- The following confirmation message will appear. To delete the customer, click OK, or click Cancel to cancel.
- The deleted customer no longer appears on the Other Customers Summary Page.
Note: You can only delete a customer from which you have not received any payments on the Other Customers SubTab.
