Managed By Contacts - Overview

MANAGED BY CONACTS - VIDEO OVERVIEW

 

Managed By

If you have a contact that has multiple properties and you want to link them all together as a Parent/Child relationship you would use the Managed By tool.

When there is a "Manager" for a contact, all invoices/receipts will go to that Managing Contact.

Here is how to get this set up for your organization. 

Step 1: Go to Control Panel > General, check the box for Contact Managed By?

 

Step 2: Make sure that you first create the Managing Contact before creating any "children" of that parent contact. You want to start at the highest level and work down. 

Step 3: Add each property as a contact. When adding or editing each of the properties that you want linked use the Managed By box to search for the name or address of the “master” contact. That will link all the properties together.

 Whichever contact you use as the “Master” will be the one that is listed on the invoices and be the billing account as well. When it’s the same person who owns multiple properties you can make all the property contacts have the address as the “name” field to help you tell them apart.

If you use QuickBooks Online, the invoice will sync to the Managed By contact within QBO.