The Contacts feature allows you to link third parties to a lease; for example, on a Commercial lease you enter a billing contact, and then you can invoice that person instead of the tenant.
On the Tenant screen, there is a tab for Additional Contacts.
Contacts are organized by Contact Type -- in this example, there is a Billing contact and an Emergency contact. Before you can add contacts to a lease, you need to set up Contact Types.
To set up contact types
Go to Admin > Toolbox > Custom Lists. Select Contact Types.
To add a new Contact Type, click the Add Row button.
Complete the row:
Type | Select the appropriate option: Tenant or Commercial Lease. Tenant contact types can only be used with residential leases. Commercial Lease contact types can only be used with commercial leases (leases at properties that are designated commercial). |
List Item | Enter the name of the contact type, for example, Billing, Emergency, and so on. |
Billing | The Billing check box is used with Commercial Lease contact types. If you add contacts to a commercial lease, at least one contact must be set up for billing. |
Click Save.