Contact Management Application

Getting Started

Contact Management - A Self-Training Guideline

Written by Amy Fawcett
Updated over a week ago

Contact Management - Help Document

Written by Amy Fawcett
Updated over a week ago

Contact Management - Full Training Video

This is a full training video covering the Contact Management Application.

Written by Amy Fawcett
Updated over a week ago

Contact Management App Programming Video

This Video will walk you through how to set-up and program the Contact Management App

Written by Amy Fawcett
Updated over a week ago

Quick Guide - Contact Management - Set up Maintenance Center and/or Mobile Task Manager Access for Staff, Engineers, and/or Vendors

Step By Step Guide for Adding Staff, Engineers, and/or Vendors to the Contact Management Application

Written by Amy Fawcett
Updated over a week ago

Quick Guide - Contact Management - How to Add a Tenant User & Set Up Permissions

Step by Step Guide to Add a New Tenant User and Set Up Permissions

Written by Amy Fawcett
Updated over a week ago

Application Upgrades

Contact Management: How to Merge Multiple Accounts

Watch this video on how to merge your multiple accounts; MTM and MC.

Written by Amy Fawcett
Updated over a week ago

Contact Management: Short Code Messaging

This video will walk you through the new Short Code features.

Written by Amy Fawcett
Updated over a week ago

Contact Management Upgrade Video

This video will showcase all of the updates to the Contact Management Application.

Written by Amy Fawcett
Updated over a week ago

Video Tutorials

01. Contact Management: How to Setup Preferences

Written by Amy Fawcett
Updated over a week ago

02. Contact Management: How to Import Users

Written by Amy Fawcett
Updated over a week ago

03. Contact Management: How to Add a New User

Written by Amy Fawcett
Updated over a week ago

04. Contact Management: How to Manage Existing User Profiles

Written by Amy Fawcett
Updated over a week ago

05. Contact Management: How to Add and Manage Companies

Written by Amy Fawcett
Updated over a week ago

06. Contact Management: How to Create and Manage Custom Groups

Written by Amy Fawcett
Updated over a week ago

07. Contact Management: How to Use the Bulk Update Feature

Written by Amy Fawcett
Updated over a week ago

08. Contact Management: How to Add Notes & View History

Written by Amy Fawcett
Updated over a week ago

09. How to Navigate the User List Page

Written by Amy Fawcett
Updated over a week ago

Contact Management - Review Contacts and Send Login Information to Tenants

This video will explain the process of sending login information to Tenants through the Contact Management Application.

Written by Amy Fawcett
Updated over a week ago

FAQ's

FAQ - If we delete a user from the system, will the historical data be lost with that user or does the work order data stay with the company’s history?

Written by Amy Fawcett
Updated over a week ago

FAQ - My tenants are not receiving auto-generated email messages from the ETS Maintenance Center. How can I fix this?

Written by Amy Fawcett
Updated over a week ago

FAQ - What is a Maintenance Center Admin?

Written by Amy Fawcett
Updated over a week ago

FAQ - Why is it important to add Custom Groups in the Contact Management Application?

Written by Amy Fawcett
Updated over a week ago

FAQ - If a Tenant opts out of receiving communications via the Tenant Center, can Staff override the settings in order to send out emails or text messages?

Written by Amy Fawcett
Updated over a week ago

FAQ - Where do I look to verify that login information was emailed to a tenant? How can I verify that I will receive notifications for anyone requesting login information for all of our buildings?

Written by Amy Fawcett
Updated over a week ago

FAQ - If a Tenant is having issues logging into the Tenant Center, how can I check and how can I assist them?

Written by Amy Fawcett
Updated over a week ago

FAQ - Can I export all contact information for my tenants out of the system?

Written by Amy Fawcett
Updated over a week ago