How do I change correspondence details for site?

The primary point of contact for all correspondence with regards to the property will be the contact assigned as the client manager. This should not be changed unless there is a change in property management. See Clients to edit manager contact.

Correspondence with Additional Contacts

To include additional contacts for certain correspondence items particular to the property, simply edit details for a site.

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

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

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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