How to link a Landlord contact to an Asset or Asset Group
When creating an individual Asset, or a Basic Accounting Asset group, you have the option to link a landlord contact. If you, however, could not add the landlord's contact upon initial creation, it can still be added later on the system.
To link a landlord to an individual Asset or an Asset in a None Accounting Asset Group:
- Navigating to the Portfolio Data tab and select Assets
- View the Asset you wish to link an additional Landlord for
- Select the Contacts tab
- Link a landlord by clicking on the Man-plus icon
- NB: Finally, make sure the landlord is the Primary Contact by clicking on the three dots next to the contact and select "make primary" - if it is not already set as the primary contact.
- A Primary Contact can be identified by seeing a star with a checkmark next to the contact's name:
To link a Landlord to a Basic Accounting Asset Group:
- Navigating to the Portfolio Data tab and select Asset Groups
- The linking is done on Asset Group level since with Basic Accounting, you have one landlord for all the Assets in the Asset Group.
- View the Asset Group you wish to link the Landlord for
- Select the Contacts tab
- Link a landlord by clicking on the Man-plus icon.
- Ensure the landlord is the Primary Contact by clicking on the three dots next to the contact and select "make primary" - if it is not already set as the primary contact. A Primary Contact can be identified by seeing a star with a checkmark next to the contact's name:
