Adding Building Contacts

Once you have added your buildings to Property Vista (Adding a Building), you can assign contacts to each building.

Building Contacts help identify the individuals and organizations responsible for managing, maintaining, and supporting each property. This makes it easier for employees and other users to identify the appropriate contact for specific building-related matters.

STEP 1. NAVIGATE TO BUILDING CONTACTS

Navigate to Properties → Buildings, select the building you want to update, and open the Contacts tab.

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Building Contacts are divided into two categories:

STEP 2. ORGANIZATION CONTACTS

Organization Contacts allow you to assign existing employees within your Property Vista system to a building.

The following information can be configured:

Field Description
Person Select the employee you want to associate with the building.
Email Enter the employee's email address.
Description Provide additional information about the employee's role or responsibilities for the building.
Work Phone / Mobile Phone / Home Phone Enter the applicable contact phone number(s).

STEP 3. PROPERTY CONTACTS

Property Contacts allow you to add external or building-specific contacts and assign them a designated contact type.

The following information can be configured:

Field Description
Type Select the appropriate contact type for the property. Available options include Main Office, Administrator, Site Staff, Pool, Pool Emergency, Elevator, Intercom, Laundry, Point of Sales, and Fire Monitoring.
Name Enter the name of the property contact.
Visibility Determine who can view the contact information. Available visibility options include Internal, Tenant, and Public.
Description Provide additional information about the contact's role or responsibilities.
Phone Enter the contact's phone number.
Email Enter the contact's email address.

Visibility settings determine whether Property Contact information is available internally, to tenants, or publicly through the building's website, as applicable.

STEP 4. EDIT AND SAVE CONTACTS

To edit an existing contact, click the Pencil icon beside the contact information.

Once you have finished adding or updating the building contacts, click Save to apply your changes.

 

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