Property Overview

Properties are the real estate that your business owns or manages. Many functions in this software are property-specific and you are frequently asked to select a current property prior to completing any other fields on a tab. When you select a property, you are actually selecting the database that includes records for that property. In addition to the Current Property fields on individual tabs, you can also select a property from the Property Lookup footer on every page.

Setting up properties is required. When setting up a property, you add information such as addresses, policy codes, and work order email notifications. A property can be one that is defined and used in eService only. Or a property can be a one that is also defined and used in the eSite database.

Note

To have employees available for selection, you must have already them set up. To have a Make Ready template available for selection, you must have already created at least one template.

When you select a Link button , eService automatically displays the eSite property information. After you link to eSite, the system displays the Unlink button. Select this button should you decide to unlink from eSite. Linking is a one-time activity. After linking and until the property is unlinked, any changes to building, unit, and resident data prompts the same change in eService.

After linking, the eSite data appears when you select a Lookup button beside building, unit, and resident fields in eService. For example, if you select eService—Setup—Locations—Units, eSite data appears.

Note

Currently properties added or edited within eFinancials cannot be linked.