Where do I keep details of additional contacts for a certain site (eg. owners, tenants, etc.) ?

In most cases, tenant details are unnecessary. In some cases, however, they may be needed for site access or notification of site visits.

Step 1: Pull up the property profile and edit the details within Contacts.

Step 2: Access contacts of the property and click the button labelled Update Contacts.

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Step 3: On the contacts page you are able to add individuals and assign their role, contact details and control who is included in correspondence, and who receives certain document items pertaining to the property. 

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We recommend also adding tenant details under the Access notes when provided for that reason.

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To learn how to edit access details, see module 2.4 within Properties.

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