*A-Z INDEX

 
Click on any underlined index entry to be redirected to to its location within the Help Text.
 
 
- A -.....................................................................................................................
 
Appending an Attachment [to Offer Form], [to Preservation Form]
 
Archived Properties
Capabilities -- What you can & can't do with archived properties
 
Asset Types
 
Attachments
Adding to Forms [General], [Offer], [Preservation]
Appending to Forms [Offer], [Preservation]
 
Auto Tasks - Next to the topic, select which type of auto task you are referring to:  [Lease Apps], [Offer], [Preservation], [Property]
Automatic Email Notifications
Archiving as Notes  [Lease Apps], [Offer], [Preservation], [Property]
Creating  [Lease Apps], [Offer], [Preservation], [Property]
Email Attachments [Lease Apps], [Offer], [Preservation], [Property]
Images, Adding [Lease Apps], [Offer], [Preservation], [Property]
Subject Line Default Settings (a.k.a. Task Notification Email Subject)
Viewing  [Lease Apps], [Offer], [Preservation], [Property]
Deleting Auto Tasks Created [Lease Apps], [Offer], [Preservation], [Property]
Killing an Auto Task [Lease Apps], [Offer], [Preservation], [Property]
New Auto Task  [Lease Apps], [Offer], [Preservation], [Property]
 
Recurring Tasks
Start Task Plan [Lease Apps], [Offer], [Preservation], [Property]
Task & Email Notification [Lease Apps], [Offer], [Preservation], [Property]
Un-owned tasks, claiming [from Home tab], [from Properties tab]
Updating a task [Lease Apps], [Offer], [Preservation], [Property]
 
- B -.....................................................................................................................
 
 
Bids
 
BPO
 
Property Photos
 
 
- C -.....................................................................................................................
 
 
Clients
 
 
Contacts
 
 
- D -.....................................................................................................................
 
 
Documents
Attachments, Adding to Forms [General], [Offer], [Preservation]
Downloading
 
- E -.....................................................................................................................
 
 
Email
 
Expenses
 
- F -.....................................................................................................................
 
Fannie Mae
 
Offers
 
Flags
Forms
Adding Forms [General], [Offer], [Preservation]
Appending an Attachment [Offer], [Preservation]
Notes & Attachments, Adding to Forms [General], [Offer], [Preservation]
 
 
 
- G -.....................................................................................................................
 
 
General Inspections
 
 
- H -.....................................................................................................................
 
 
HOA
 
- I -.....................................................................................................................
 
Image, Adding to an Auto Task Email [Offer], [Preservation], [Property]
 
Inspection
 
- L -.....................................................................................................................
 
Lease Applications
Lease information (See Managed Properties)
 
 
- M-.....................................................................................................................  
 
 
Managed Properties
Editing [Lease Info], [Tenant Info]
 
Markets
 
 
- N-..................................................................................................................... 
 
  
Notes
Public Uploads (see Public Uploads)
  
- O-..................................................................................................................... 
 
Offers
 
Fannie  Mae
 
- P -..................................................................................................................... 
 
 
Photos
Public Uploads (See Public Uploads)
  
Preservations
 
 
Properties
 
Public Counter Offers
 
 
Public Offers
 
 
Public Site
 
Public Uploads
 
 
 - R -.....................................................................................................................
 
Recurring Tasks
 
 
- S -..................................................................................................................... 
 
Searching
Properties
Tasks Created, Auto Tasks [Offer], [Preservation], [Property]
 
   
Short Sales
 
Showings
 
 
Statuses, updating
 
Sub Clients
 
 
- T-.....................................................................................................................  
 
Tasks
Tasks, Auto [See Auto Tasks]
 
Recurring
Un-owned Tasks, Claiming [from Home tab], [from Properties tab]
Tenant information (See Managed properties)
 
 
- U-..................................................................................................................... 
 
 
 Users
  
Utilities
 
 
- V -..................................................................................................................... 
 
Vendors
 
- W-.....................................................................................................................