The property summary is an online report providing all property information on screen, plus provides shortcuts to other useful functions relating to the property.
Shortcuts
- Click on the underlined short cuts to go straight to that section.
- Property Managers can attach, edit or delete contacts
- Clicking add contact, takes users to the add/view property contacts screen
Management Agreement
- Add new agreements and diaries the expiry dates.
- Clicking on the owner code will open the owner details
- Clicking on the unit code will open the unit history
Property Notes
- Add. edit and delete property notes.
Documents
- Attach/delete documents
- Clicking attach documents, takes users to the Upload Document screen
Next Step:
To make any other changes to the property information submit a General Changes Form to the TA - Update changes in Manage Property
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