Contacts
Manage people you work with, like tenants or vendors.
Contacts
Use Contacts to keep details for tenants, vendors, and contractors.
Steps
- Click “Add Contact” to create a new contact.
- Use the three‑dot menu to edit or delete a contact.
- Select multiple contacts to delete or export them.
| Action Buttons | Context Menu | Modals & Sheets |
|---|---|---|
| Add Contact | Edit, Send Portal Invitation (tenants with email), Delete | Contact Form (add/edit), Delete Confirmation, Bulk Delete Confirmation |
Tips
- “Send Portal Invitation” appears for tenants who have an email and no user account yet.
- Export saves a simple CSV file with selected contacts.