You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Data” tab and the “Contacts” subtab. 2. Click on “+” next to “Contact Group.” 3. Select the contacts that you want in the contact … Read More
Contact
How to Modify a Contact Group
This video procedure has not been updated yet. Please follow the instructions below. Instructions 1. Go to the “Data” tab and the “Contacts” subtab. 2. Click on “+” next to “Contact Group.” 3. Select the contact group that you want … Read More
How to Delete a Contact Group
You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Data” tab and the “Contacts” subtab. 2. Click on “+” next to “Contact Group.” 3. Select the group you want to delete under “Contact … Read More
How to Create an Invoice for a Contact
You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Accounting” tab and the “Collections” subtab. 2. Click on “Invoicing” at the top right. 3. Tick “Contact” in the “Assignation” column, and select the … Read More
How to Delete an Invoice Created Manually
You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Accounting” tab and the “Collections” subtab. 2. In the selector at the top left, click on the company, the property, or the unit with … Read More
How to Create a Contact (Tenant, Other)
You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Data” tab and the “Contacts” subtab. 2. Click on “Add” at the top right. 3. Enter the name of the contact, their preferred language, … Read More
How to Add a Document to a Contact’s File
You can watch the video procedure or follow the instructions below. Instructions 1. Go to the “Data” tab and the “Contacts” subtab. 2. Click on the contact to which you want to add a document. 3. Click on “Edit” at … Read More