Export portfolio managers owners contacts
Could we please have an option to export owners contact details into a CSV file for a property managers portfolio, rather than the only option of exporting the full rent roll?
1
vote
Karla Grant
shared this idea
You can setup custom reports under Business Insights using the Contacts & Profiles tab. Here you can save a report (ie, Owner contacts) and then export it as often as you like. Here is a link to the knowledgebase article https://propertytree.elevio.help/en/articles/93158 there was also a webinar on this which you can find in the Training Academy https://mrisoftware-apac.skilljar.com/contacts-profiles-reporting-in-business-insights-webinar-tuesday-aug-29th-at-1230-pm-to-0100-pm-aest