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Leasing Agents Setup
Make the following menu selections to display the grid:
Setup—Property—Leasing Agents
Use the grid
to view and manage leasing agents.
Use the General,
Address, and More
Contact Info tabs to view, add, or edit information for a leasing
agent. These tabs appear when you:
- Click the Add
Leasing Agent button at the top of the Leasing Agent grid.
- Click a link
for a leasing agent in the Code column
of the Leasing Agents grid.
Field Lists
Grid Fields
Note
in column headers allow you to change what appears in
the grid.
Add Leasing Agent button
Click the button to add a new Leasing Agent.
Code
The leasing agent identification. Click the link
to view or edit leasing agent information.
First Name / Last Name
The first and last name of the leasing agent.
Active
Yes or No indicates if the leasing agent is active
or inactive.
Delete
Click the Delete icon
to delete a leasing agent.
General Tab Fields
Note
A red circle ( 
) indicates a required
field.
Leasing Agent Code
An identification label for the leasing agent;
for example, BGA for Barbara
Anderson.
Agent Active
Indicates whether the agent is active. The options
in the drop-down box are Yes (default) or No.
Agent Name
The leasing agent courtesy title, first name,
middle initial, and last name; for example, Mr. Tristen K. Miller.
Save button
Click the Save button to save changes.
Address Tab Fields
Note
A red circle ( ) indicates a required
field.
Line 1
First line of the mailing address for the leasing
agent.
Lines 2 / 3 / 4
Any additional lines for the mailing address.
City / State / Zip
The city, state, and zip code associated with
the mailing address for the leasing agent.
When you enter the zip code, the system may complete
the city, state, and country fields. The system does so when a Zip Codes
table is available. Refer to Zip Codes
for more information.
Country
The country associated with the mailing address
for the leasing agent.
Save button
Click the Save button to save changes.
More Contact Info Fields
Preferred Method of Contact
The preferred method of contact for the leasing
agent using the information shown in this tab. All selected preferences
are listed on reports. The By Email preference is linked to Letters.
Options that can be selected from the drop-down
list are:
By Phone1
By Phone2
By Phone3
By Email
By Fax
Email
The email address for the leasing agent, up to
50 characters.
Fax
The fax number for the leasing agent.
Contact 1 / 2 / 3
Contact information for the leasing agent, including
the courtesy title,,
first name, middle initial, last name, and phone number of the contact.
The Preferred
Method of Contact field refers to contact information you enter
into these fields.
Notes
Freeform notes about this leasing agent; you can
enter a maximum of 255 characters.
Save button
Click the Save button to save changes.
Procedures
To Add a Leasing Agent
- From the eSite menu, select
Setup—Property—Leasing
Agents.
- From the grid, click
Add Leasing Agent.
- Complete the fields
on the General Tab. Use the General
Tab Fields list for help.
- Complete the fields
on the Address Tab. Use the Address
Tab Fields list for help.
- Complete the fields
on the More Contact Info Tab.
Use the More Contact Info Tab Fields list for help.
- Click Save.
To Edit a Leasing Agent
- From the eSite menu, select
Setup—Property—Leasing
Agents.
- From the grid, select
the link in the Code column for
the leasing agent you want to edit.
Three tabs appear.
- Make any changes
you want to make to the GeneralTab, Address
Tab, or More Contact Info Tab.
Use the fields lists for help.
- Click Save.
To Delete a Leasing Agent
- From the eSite menu, select
Setup—Property—Leasing
Agents.
- From the grid, click
the Delete icon for the leasing agent you want to delete.
- Click OK.
See
Also
Leasing
Agent Overview
Setup
Questions Leasing Agents
Prerequisite
Effects
of Names Setup
Property
Overview
Setup
Sequence