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.
If you are using the New Navigation layout, open the Owner Financials page from the Financials left-side menu and switch to the Owners tab.
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
