How do I make a Service Provider a Sponsor?
On the left hand main menu, mouse over the “Service Providers” and click on the "View All Providers". On the Listing Page, Locate the Provider from the listing page, click on the Name. Four things [...]
How do I add Service Provider Additional info & Contact?
Locate the Provider from the listing page, click on the Name. Edit Provider Page, has two main tabs, Details and Address and two widgets, "Link a Contact" and "Internal Notes".
How do I add a Service Provider?
On the left hand main menu, mouse over the "Service Providers" and click on the + New Provider, alternatively on the Service Providers Listing Page, click on the top right button labeled "+ New Provider". [...]
How do I change my Scheme’s Website?
At the top of your dashboard page, click on your "Scheme Name" or "Scheme Prefix", on the hover drop-down sub-menu click on Edit Scheme Details. This will open your scheme details page where you will [...]
How do I change my Scheme’s details?
At the top of your dashboard page, click on your "Scheme Name" or "Scheme Prefix", on the hover drop-down sub-menu click on Edit Scheme Details. This will open your scheme details page where you can [...]
How do I update a User’s details?
On the left menu bar select Users. Click on the User Name. You can now update any of the User’s details. Remember to click UPDATE before moving away from the page!
Why can’t I add a user as Primary/Alternate Contact
Make sure that this is the only Primary or Alternate Contact for this property. Also confirm (by using the drop-down menu) if the user is an occupant of the unit or not. You need to [...]
Why can’t I add more than one Primary/Alternate Contact to a Property?
A Property can only ever have one Primary and one Alternate Contact.
What is a Primary Contact?
A Primary Contact (usually the owner) is the most important (and first) contact person for a specific property.
How to add a User to a Property?
Two ways this can by done. On Property creation phase, add "New Property Details", click save, and you will be presented with the "Add Property Options" where you can associate a user by "Link An [...]