1. Click [Change Status] to open the drop down menu.
2. Click {status} to open the Change Status - window. Note use Lookups to customise to your business requirements.

Management Details - displays all pertinent details of the property under management.

1. Update and edit all details related to the management or lease of the property.
2. Add private notes as required.
3. Click [Save] to save any changes
4. Alternatively click the floppy disc icon to save and changes.

Landlord - displays current information about the Landlord and relationships to the business. Depending on your suer login credentials the tabs in the heading may or may not be visible.

1. To change account details click the pen icon to open the Accounts Edit view.
2. Use the filters to view the account history related to the current work activity.
3. Click [Reassign] to open a new window and change the landlord. Example would be if the property was sold.
4. Click [Edit Account] to open a new window and edit the landlords account details.
5. Click [Edit Landlord] to open a new window and edit the landlords activity details.
6. Click [Unsubscribe Options] to  remove or enable consent to be contacted by email. Applicable to marketing communications.

Property - displays the key property details and features.

1. Clock the property address to open the Properties Edit view to update details.

Contacts - list any related contacts for the property under management e.g. builders, gardeners, a/c service provider etc.

1. Click [Create New] to open a new contact log window and create a new contact log. Refer to Creating a Contact Log in a specific Work Area

Opportunities  - lists any opportunities that have been initiated as a result of the current work.

1. [View Summary]  -  opens the highlighted opportunity in the Opportunity Summary view.
2. [Create New] to open the New Contact window to add a new opportunity directly.
3. [Edit] to open and edit an existing highlighted opportunity directly within the Managements Edit view. The same can be achieved by clicking the small arrow to the left of the opportunity or double clicking the opportunity.
4. [Delete]  -  delete existing highlighted opportunity.
5. [Refresh]  -  refresh the view after any changes.

With a property managements there will be many third parties who will be involved and the Contacts section allows for their details to be recorded in one place and to be associated with the property.

1. [Create New]  -  opens the New Contact window
2. [Edit]  -  open and edit an existing highlighted contact.
3. [Delete]  -  delete existing highlighted floor plan.
4. [Refresh]  -  refresh the view after any changes.

To add documents to the work there are three options:-

1. [Select files] to open a new file browser window to add external documents to to the work of the account. Or...
2. Drag and drop into the marked box or...
3. Search the DMS - enter at least 3 characters and filter using tags to locate your files and attach to the work for the account.

To search within the attached documents:-

4. Search within documents that have been attached to the work for the account.
5. Filter using tags that have been added to the document attached to the work for the account
6. [Search] - to search within documents that have been attached to the work for the account.
7. [Clear Search] to clear the search criteria, text and tags.
8. Sort filtered results by file name or upload date.