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How do I filter my owners?

Updated over 3 months ago

In order to filter your Owners, go to the Contacts > Owners page from the left side menu. Owner contacts are displayed with agreement on this page by default.

Click on the "Sort by" drop-down at the top of the page if you would like to sort owners by A-Z or Z-A:

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

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