How do I filter my owners?

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 agreement
• owners with no agreement

- Agreement Status:

• draft
• active
• signature
• ended

- Connection:

• connected
• not connected

Last updated:
May. 28, 2024