Client & Property Setup
Client & Property Setup
By Teresa and 2 others3 authors14 articles
- Create and manage clients
- 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
- Client, Property & Billing Contract's Module Dependencies
- Manage Property Schedules
- Share Documents with Clients via the Customer Portal