How do I filter my owners?

In order to filter your "Owners", go to the "Contacts" page from the left side menu. Select the "Owners" tab from the "Contacts" drop-down. All contacts are displayed on this page by default.

Click on the "Display" drop-down at the top of the page if you would like to view:

  • all owners
  • active owners
  • owners with no agreement
  • archived owners

Using the "Search" box you can search for tenants by:

  • first name
  • last name
  • company name
  • email

The "Filter" option provides a more advanced way of searching for owners. You can filter owners by:

- Assigned Property: includes the list of properties

- Connection:

  • connected
  • not connected

- Agreement Status (filter option is available for All and Active owners):

  • draft
  • active
  • signature pending
  • ended



Last updated:

May 11, 2021