<< Click to Display Table of Contents >> Navigation:  »No topics above this level« CLASS THREE: Unit and Account Management

After importing the property's information using an import tool and creating your Master Template, the Master Template can then be used to setup new properties that you import or setup in VMS.

 

The following topics will be covered during this class:

 

New Account (APPLICATIONS | Account Maintenance Group | New Account)

▪How to Add a New Account

▪How to Manage Transaction Records

 

Unit Maintenance (APPLICATIONS | Account Maintenance Group | Unit Maintenance)        

▪How to Manually Add a Unit

 

Account (APPLICATIONS | Account Maintenance Group | Account)

▪Contacts

•How to Add a Contact

•How to Email a Contact

▪Account Detail

▪ACH Setup

▪Notes (Drag & Drop)

▪Lease Information

 

 

Prerequisites

▪Have first property created in VMS

▪Review CLASS TWO

▪Enter Account Status, Call Category One, Call Category Two, Call Types Codes through SETUP | Configuration Group | Program Defaults | Codes