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The Property List drop-down displays a list of properties that the user can select from to fill in the Account List User panel and / or access information using the Common tools, such as iXpert, Task Management, the Scheduler or other applications, like the Account application.

 

Depending on the user's security, the list can contain the properties linked to the user defined via Employee Management or the properties linked to the user defined via Employee Role Management.

 

Press the drop-down button to display the list of accessible properties.

 

 

Use the Select All or Clear All buttons to affect the list in a batch.

 

 

 

There are possibly four additional tools available in the drop-down tool area depending on the user's security and role.

 

Property Only (red box): Selecting this checkbox tells VMS to not add the accounts for the selected properties into the Account List User panel.  This feature is useful if a user only wants to use iXpert, Task Management or the Scheduler, without loading the Account List User panel with accounts, which can take several seconds to process.

 

All (red circle): Selecting All will show every available property in the database

 

Portfolio (blue circle): Selecting Portfolio will only show the properties linked to the user through Employee Management and / or Property Setup.

 

Role (green circle): Selecting Role will only show the properties linked to the user through Employee Role Management.

 

Once the desired properties are selected, press the drop-down button again to close the list, which causes the system to load all property accounts in the Account List User panel (if Property Only is not selected).

 

Global Property

 

The Global Property selection is used to identify one property from the Property List that is used when opening Applications and when accessing Common tools. To select a Global Property, double-click a property within the Property List.  The selected property will be set and shown.  The Global Property can be cleared by pressing the Clear Global Selection button next to the drop-down button .

 

With a Global Property selected, the system will automatically select the Global Property used by an application.  An example is when the GL Inquiry application is accessed, the Property drop-down pre-populates with the Global Property.

 

 

The Global Property also affects the Common Tools Blast Email, iXpert, User Reports and Tasks, as these modules will only show information for the selected Global Property.