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 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
  • 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

- Sort by:

  • A-Z
  • Z-A



Last updated:
Mar. 26, 2024