Contacts

Create contacts, assign customer-level and property-level roles, and manage portal access.

Common tasks

• See and browse all your contacts
• Creating a contact
• Review possible duplicates while creating records
• What the contact page shows
• Contact roles explained
• Edit a contact's details, or where their roles live
• Give a contact access to the customer portal

All guides

• See and browse all your contacts
• Creating a contact
• What the contact page shows
• Contact roles explained
• Edit a contact's details, or where their roles live
• Give a contact access to the customer portal