Navigation: Property Management - Owner Information
Purpose: Adding and managing Correspondence information to an Owner
The Correspondence tab is used to track and store any communications associated with the unit. These correspondences can include First and Second Notices.
An easy way to follow who has received correspondence is to run the Correspondence Report. To do this, go to Reports > PM Reports > Correspondence
Ensure you select:
- Contact Type (Director, Owner, etc)
- Activity Type (email, phone, letter, etc)
Once you click Submit, the report will generate all available Correspondence under the filters you've chosen.
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