The Contacts page within the Property Details section allows you to manage and organize tenant and owner contact details for a specific property.
This page helps you track and communicate with tenants and property owners easily.
Navigating to the Contacts Page
Go to Properties in the main menu.
Select the property you want to manage.
Click on the Contacts tab.
Key Features
1. Viewing Contacts
The page displays Tenants and Owners in separate tabs.
Each contact entry includes:
Name
Email Address
Mobile Number (if available)
Status
2. Adding/Linking a New Contact
To add a new tenant or owner:
Click the + New button.
Enter the contact details.
Click Save to add them to the list.
3. Editing or Removing Contacts
Click the ⋮ (three-dot menu) next to a contact’s name.
Choose Edit to update their details or Remove to delete them.
4. Sending Emails to Contacts
Select recipients and compose your email directly within the platform.
Use the customizable email templates to streamline communications.
Use the Email Group button to send messages to multiple tenants or owners at once.
5. Managing Lease Information
The lease period for the property is displayed at the top of the page.
Ensure tenant details align with the lease period for accurate record-keeping.