Overview

The Related Activities Menu is located within the left sidebar of various tabs of the Propertyware application, including the Desktop, Properties, Maintenance, Leases, Contacts, Money In and Money Out tabs.

 

 

From this drop down menu, a user may select from several actions related to the current task at hand. The list of "related activities" will vary depending on which tab, page view and task the user is currently viewing or performing.

 

Steps

Description

 Desktop Tab

From the Desktop Tab, the Related Activities menu allows you to perform the follow actions:

 

When viewing the Home, Calendar & Task Lists Pages:

 

When viewing the Documents Page:

Properties Tab

From the Properties Tab, the Related Activities menu allows you to perform the follow actions:

When viewing a Portfolio:

 

When viewing a Building:

 

When viewing a Unit:

 

Maintenance Tab

From the Maintenance Tab,the Related Activities menu allows you to perform the follow actions:

 

When viewing an open Work Order,the Related Activities menu allows you to perform the follow actions:

Leases Tab

From the Leases Tab, the Related Activities menu allows you to perform the follow actions:

 

When viewing the Summary Page:

 

When viewing the Tenant Ledger Page:

Contacts Tab

From the Contacts Tab, the Related Activities menu allows you to perform the follow actions:

Money In Tab

From the Money In Tab, the Related Activities menu allows you to perform the follow actions:

 

When viewing the Other Income area of the Summary Page:

 

When viewing the Quick Collect Page:

 

When viewing the Bank Deposits Page:

Money Out Tab

From the Money Out Tab, the Related Activities menu allows you to perform the follow actions:

 

When viewing the Vendors Page or the Bill Pay Page:

 

See Also

What is the Sidebar?

What is the Lease Navigator?

What is the Contact Navigator?

What is the Property Navigator?