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. Owner contacts are displayed with agreement 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 agreement
- owners with no agreement
- archived owners
Using the Search box you can search for owners by:
- first name
- last name
- company name
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
- Sort by:
- A-Z
- Z-A
Last updated:
Nov. 6, 2023