Self-Training Guideline – Contact Management
Welcome to Electronic Tenant Solutions self-training guideline.
This document will provide you with a recommended step-by-step process of learning the Contact Management Application.
Application Overview: This application is where you will store, manage and track tenant/vendor/staff information and their ETS application access.
Step 1 – Setting Up the User Template Preference
The first step, prior to uploading or adding any Users is to generate specific User Templates for each User Type; Tenant, Staff, Vendor and Other. This is important as these Permissions and Settings are pulled into the Add User and User Import sections.
Watch the Video Tutorial – “01. How to setup Preferences” (8:38)
Step 2 – Uploading Contacts
The second step is to make sure you have populated all of your Users (Tenants, Staff, Vendors, etc) into the Application.This can be done in two ways; with either a bulk import of contacts or by adding them individually.
Watch the Video Tutorial – “02. How to Import Users” (4:40)
Watch the Video Tutorial – “03. How to Add a New User” (8:00)
Step 3 – Full Training Tutorial
After the Users have been added to the User List Page, the second step is to watch the Full Training Video on the Contact Management Application (21:11)
Step 4 - Additional Resources
Specific Feature Video Tutorials
Next, if you would like more information or greater detail of a particular section of the App, please watch the specific video tutorials by segment numbered “04 – 09” in the Help Center.
Frequently Asked Questions
There are also several Frequently Asked Questions listed under the Video Tutorials that may assist you should questions arise throughout the process, please review the FAQ’s as needed.
Help Documents and Tips
At the bottom of the Contact Management Help page, there are several other help materials designed to assist you;
“Help Document – Contact Management App” – This document will provide a breakdown of each section with explanations, step by step details and in-depth screen shots depicting how to use the Application.
“ProTip: History in the Making!” – This short video will review the Add Note and History features of the Application.
“Tenant Education Memo: How to Update Contact Info and Manage Notifications” This is the same document listed in the Tenant’s Help Center which will explain how to manage/edit their contact information and manage their notifications for that environment.