In order to filter your Owners, open the Owner Financials page from the Financials left-side menu and switch to the Owners tab. Owner contacts are displayed by creation time by default.
Click on the "More filters" option at the top of the page, select "Sort by A-Z" if you would like to sort owners by A-Z:
Using the Search box, you can search for owners by:
First name
Last name
Company name
Email
The Filter option provides a more advanced way of searching for owners. You can filter owners by:
- Owner type:
Active
Archived
- Assigned property:
Includes the list of properties
- Agreement
Owners with an agreement
Owners with no agreement
- Agreement Status:
Draft
Active
Signature
Ended
- Connection:
Connected
Not connected
Also, you can easily Save filters so every time you open the page, the system will show you the needed results.
