Contacts

• Add/Edit Basic Contacts
• Applying an Obligation Template to an Individual Contact
• Closing your Financial Year & Transitioning to the Next Treasurer (with video)
• Getting started with your Homeowner Association
• How to See the Running Balance for a Contact (with video)
• Making Obligation Templates
• Manage Users (with video)
• Printing Statements
• Setting up Activity Accounts for Contacts
• User Roles