Firm
Firm > Manage Firm Use this page to enter information for the Management Company. Overview Tab - Overview Section Basic account level infor...
Thu, 22 Feb, 2024 at 9:39 AM
Process > Setup > Manage Firm Workflow A Workflow is a firm-level, pre-established set of steps for handling accounts by automatically triggeri...
Thu, 28 Mar, 2024 at 12:01 PM
Firm > Setup > Manage Quick Notes Use this page to add, edit or delete Quick Notes. Quick Notes are pre written note templates selected fr...
Mon, 22 Jan, 2024 at 3:46 PM
Firm > Manage Firm - Field Labels Tab Learn how to create custom fields. Field Labels are additional fields, at the Account or Unit level, that c...
Tue, 25 Apr, 2023 at 9:09 AM
Process > Setup > Manage Action Types The Custom Letter function is used to send important correspondence to individual Owners that do not fall in...
Tue, 16 Jan, 2024 at 9:11 AM
Firm > Manage Types > Manage Unit Type Use this page to set up Unit Types to add a level of customization to billing and communications. ...
Thu, 4 Aug, 2022 at 7:14 AM
Firm > Manage Firm Use this Tab to enable/disable various uManage applications. Application Tab - Portal Welcome Message Use this sectio...
Mon, 21 Nov, 2022 at 10:17 AM
Firm > Manage Firm - Field Label Tab Use this page to create Customized Fields to be utilized as needed. Field Labels can be added to create a...
Mon, 21 Nov, 2022 at 10:21 AM
Firm > Manage Firm - Address Tab Use this page to enter Address information for the Management Company. This tab details the address and contac...
Mon, 21 Nov, 2022 at 10:19 AM
Firm > Manage Firm - Billing Tab Use this page to enter information for the Management Company. This tab indicates the Billing contact inform...
Tue, 15 Nov, 2022 at 12:41 PM