Manage contacts and partners

Under Contacts, keep name, company, contact person, phone, email, website and contact type. A contact can have several roles such as owner, tenant, guest, utility provider or contractor.

Open More > Partners and payment details for partner profiles. Choose Add partner, complete display and billing contact details and assign roles, then save.

A primary identifier remains available in Free. Multiple advanced identifiers and payment accounts require Plus. Payment accounts may hold account holder, bank, IBAN, BIC and references. Protected values are masked by default and may require device authentication before reveal or copy.

Standard backups and property packages exclude protected payment data. Only the encrypted backup can include it. Partners can link to contracts, meters, expenses and occupancies. Deletion can be blocked while a partner is still referenced.