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Viewing Properties Associated by Contact

  • Updated

To see Properties that are associated by Contact, head to the Contact Tab and click on the Contact.

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Click Properties > Click the Property Name to be taken to the property.

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For customers with Client/Trust Qccounting, a property is related to a contact if they are the owner of the ledger linked to the property, or a contact on a tenancy linked to the property, or a preferred supplier linked to a property.

 

For customers with Xero, a property is related to a contact if they are linked to the owner field on property details, or a contact on a tenancy linked to the property, or a preferred supplier linked to a property.

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