How do I filter my owners?

In order to filter your Owners, go to the Contacts page from the left side menu. Select the Owners tab from the Contacts drop-down. All contacts are displayed on this page by default.

Click on the Display drop-down at the top of the page if you would like to view:

• all owners
• owners with active agreement
• owners with no agreement
• archived owners

Using the Search box you can search for tenants 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:

- Assigned Property: includes the list of properties

- Connection:

• connected
• not connected

- Agreement Status (filter option is available for All and Active owners):

• draft
• active
• signature pending
• ended

Last updated:
Apr. 1, 2022