contacts
Contacts
Tenants, vendors, brokers & more · 4 articles
4.1
Contact Overview
Learn how to open Contacts, read TOTAL CONTACTS, search and filter the list, and open Contact Details. Overview Contacts is RETrac…
4.2
Creating and Editing a Contact
Learn how to create a contact with Add New, fill Role and Name, and update an existing contact from Edit. Overview This section co…
4.3
Contact Linkages
Learn how Contact Details shows linked Property, Buildings, Leases, Transactions, Maintenance, and Invoices, and how to add contac…
4.4
Portal Access Management
Learn how LOGIN ACCESS shows on the list and where Want to give login access appears when creating or linking a contact. Overview …