Instructions on Using the Properties Module

Created by Damodhar Naidu, Modified on Wed, 14 Aug, 2024 at 12:11 PM by Damodhar Naidu


View Properties

  • Open Accelerate software and go to the properties module.

  • Here, you can view all the properties in the system along with their important details.

Create a Filter View

  • To create a filter view based on your preferences, use the filtering options provided.

  • Save the filter view for future use.

Export Filtered Properties

  • After applying filters, you can export the list of filtered properties.

  • Click on the export button to download the filtered list.

Edit a Property

  • To edit a property, click on the property name.

  • Go to the "Edit" section.

  • Update the details of the property as needed.

Create and Attach a New Contact

  • Within the property details, you can create a new contact.

  • Attach the new contact to the property.

  • Once done, click "Save" to update the property details.

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