If you typically run reports for a group of properties, you can save time by creating a property list. Instead of selecting each property, one at a time, you make only one selection -- the list.
You can also use property lists for functions that create transactions, for example, Monthly Posting.
To create a property list
Go to Properties > Property Lists and click the Add New button. The New Property List screen appears.
Complete the screen. In the Property List field, enter a nickname for the list. In the Description field, enter the complete name. Select the properties you want to include in the list.
By default, the Percent field shows 100% for each property, and this is appropriate for most lists. You would only change the Percent field if you are making a list for an owner who does not own 100% of each property. For example, if the owner has a 50% share of two properties on the list, you would enter "50" on each line. When you run a report for the list, Breeze will multiply the values in the report by the percentages specified here.
Property Lists in Lookups
In the property lookup, there are toggle switches for Show Property Lists, Show Properties, and Show Inactive.
By default, the toggles for Show Property Lists and Show Properties are "on", and the lookup shows both.
To view only property lists, you can turn off the toggle for Show Properties.
Similarly, to view only properties, you can turn off the toggle for Show Property Lists.
To delete a property list
To delete a property list, click the Edit icon (the pencil).
The screen changes to Edit mode, and there is a Delete button in the top right-hand corner.
Note: Property Lists have a max of 8 characters.