Client & Property Setup
Client & Property Setup
Create clients and provide access to the Customer Portal
Create and manage client groups
Create and update a property
Set up contacts against properties
Best Practice for Managing Properties in Uptick
Validating Property Addresses
Managing Properties with Multiple Tenancies
Parent/Child Tasks and Properties
Managing Files and Folders in Uptick
How to set up default document folders in your documents section
FAQs - Clients and Client groups