How to Add, Edit, and Delete a Tenant Contact(s)
14 steps
Navigating to Tenant Contacts
**Contacts = Who to communicate with.** Use this tab for **individual people**, such as a billing, primary, legal, or emergency contact. Each person can have their own direct phone number, email, title, and other details.
1
On the Home page, locate the tenant.\ \ **NOTE:** **You can use the search field to quickly locate the tenant.**
2
Select the tenant's **three-dot menu** to the right of the tenant **>** Select **Contacts.**
How to Add a Tenant Contact
3
Select **New Tenant Contact.**
4
Select the **Type of Contact** dropdown **>** Make the appropriate selection from the dropdown menu.
5
Select the **Point of Contact dropdown** **>** Select a **contact** from the dropdown menu. **NOTE: You can add a new contact by typing their name and hitting enter.**
6
Select **(edit)** > Fill in the fields using [noemail@noemail.com](mailto:noemail@noemail.com) if they don't have an email address.
7
Select **Save.**
8
Select **Save.**
How to Edit a Tenant Contact
9
Select the **tenant contact** that needs to be edited.
10
Edit the **tenant contact** information as needed > Select **Save**.
11
Select **Save**. **NOTE: Saving will update all associated billing information for the tenants linked to this contact.**
How to Delete a Tenant Contact
12
Select the **tenant contact** that needs to be deleted.
13
Select **Delete**.
14
Select **Delete**.
How to Add, Edit, and Delete a Tenant Contact(s)
14 steps
Navigating to Tenant Contacts
**Contacts = Who to communicate with.** Use this tab for **individual people**, such as a billing, primary, legal, or emergency contact. Each person can have their own direct phone number, email, title, and other details.
1
On the Home page, locate the tenant.\ \ **NOTE:** **You can use the search field to quickly locate the tenant.**
2
Select the tenant's **three-dot menu** to the right of the tenant **>** Select **Contacts.**
How to Add a Tenant Contact
3
Select **New Tenant Contact.**
4
Select the **Type of Contact** dropdown **>** Make the appropriate selection from the dropdown menu.
5
Select the **Point of Contact dropdown** **>** Select a **contact** from the dropdown menu. **NOTE: You can add a new contact by typing their name and hitting enter.**
6
Select **(edit)** > Fill in the fields using [noemail@noemail.com](mailto:noemail@noemail.com) if they don't have an email address.
7
Select **Save.**
8
Select **Save.**
How to Edit a Tenant Contact
9
Select the **tenant contact** that needs to be edited.
10
Edit the **tenant contact** information as needed > Select **Save**.
11
Select **Save**. **NOTE: Saving will update all associated billing information for the tenants linked to this contact.**
How to Delete a Tenant Contact
12
Select the **tenant contact** that needs to be deleted.
13
Select **Delete**.
14
Select **Delete**.
