The Additional Contacts feature allows you to link third parties to a unit; for example, you may want to enter a billing contact, and then you can invoice or send statements to that person instead of the owner.
On the Owner screen, there is a tab for Additional Contacts.
In this example, there is an Emergency Contact and a Billing Contact.
To set up contact types
Before you can use the Contact feature, you have to set up labels for different types of contacts. Go to Admin > Toolbox > Custom Lists. Select Contact Types.
Add the contact types needed for your business and click Save.
Running Correspondence for Contacts
When you run owner correspondence, you can select a contact type to be the recipient; for example, you could select the Billing Contact when you create Owner Statements.
Complete the Recipient field. The Contact's name will appear on the statement, and it will be sent to the Contact's email address.
To edit a contact's information
Their First Name is a hyperlink to the Contact Information page.
Click their name.
Breeze opens the Contact Information page. Click the edit icon.
Edit the contact information as needed.
Click Save.