Define Contacts
Navigation
Property Manager →
Agents → Contacts
Contacts are
companies or other business entities that perform certain functions,
called roles,
for the property or lease you manage.
Example , Land lord ,
Insurance
companies,Maintenance,Security,Subtenants.
A
single contact company can have more than one role in relation to a
particular property or lease.
A
contact's site is
the location or place of business from which the contact performs a
specific role.
Create Parent Records (Operating Unit - Company Details)
Create Roles and Sites for the Company (Parent Record ).
Click New .
