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Contact Management Application
Contact Management Application
A comprehensive, web-based application that includes property/portfolio communication administration.
Amy Fawcett avatarMax von Roth avatar
By Amy and 1 other2 authors18 articles

Getting Started


CM Help: How to Add a Tenant User
CM Help: How to add a Maintenance Center User
CM Help: How to Manage a User Profile
CM Quick Guide: Add a Maintenance Center (MC) User
CM Quick Guide: Add a Tenant Center (TC) User
CM Video: How to Add a New User
CM - How to Navigate the User List Page
CM Quick Guide: Login Troubleshooting

Application Features


CM Help: Using Bulk Update
CM Help: How to Add Notes & View User History
CM Video: Short Code Messaging

Preferences & Setup


CM Help: Preferences - General
CM Help: Preferences - Email Templates
CM Help: Preferences - Display
CM Help: Preferences - User Templates
CM Help: Preferences - Custom Fields

Recorded Training on Contact Management


March 11 - Contact Management Best Practices

Reports & Downloads


CM Help: Generating Reports & Downloads
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