Welcome to Property Vista! You've likely just had your first demo with Sales or your first training session with Customer Success. This article will introduce important terminology and highlight the buttons and hyperlinks that will help you navigate Property Vista.
Left Sidebar/Menu
Each section in the menu contains what are called Modules. Modules contain Options.
For example, in the Properties module, you'll find options for viewing Complexes, Buildings, Units, and Landlords.
Listers
Most options in Property Vista will lead you to what are called Listers.
Depending on the option you've selected, you'll see a list of items, such as leases, tenants, or payments. Listers include filters that you can use to narrow down the records you're looking for.
If the default filters aren't enough, you can search for additional ones by clicking the Add Filter button highlighted below and entering your desired filter.
You can also add or remove columns from view by clicking the gear button or pencil icon on the far right of the Lister.
Fun Fact! Columns can be dragged and dropped into an order that makes the most sense for you.
How to Navigate to Previous Pages (Shortcut Menu)
Working on a few different items and need to return to a previous page? You can select the Shortcut Menu on the right side of your screen.
This menu acts as a trail of the pages you've visited and the items you've viewed, making it easier to return to them without starting over.
Shortcuts Within Pages: Hyperlinks
Property Vista makes it easy to navigate between pages.
Working in a lease and need to go directly to a building or unit? Whenever you see a hyperlink (underlined text), you can click it to navigate directly to the relevant building, unit, lease, or other related record. This saves you the trouble of navigating to the appropriate Lister and applying the necessary filters.
You can also click hyperlinks to navigate to other areas of the system.
Admin Settings: Front End vs. Back End
Admin Settings are another important navigation tool within Property Vista.
Clicking the gear icon in the top-right corner allows you to access the system's administrative settings, where you can make higher-level changes and customize how the system works.
The Front End is where you'll access modules and complete your day-to-day tasks. The Back End is where you'll manage administrative settings and system customizations.
To navigate to Admin Settings, click the gear icon.
To navigate back to the Front End, select the Administration or Home button in the top-right corner, as applicable.
Fun Fact! Did you know you can customize your Home button? Ask your Account Manager how!
Notifications
Depending on your role at your property management company, you'll want to stay informed about certain events tracked within the system, such as payments being made or applications being submitted.
Notifications related to these events can be accessed through the Notifications menu, represented by the bell icon in the top-right corner.
Here, you can check for messages, tickets, and items in your response queue that may require your attention.
Fun Fact! You can also create a new ticket or message directly from the Messages and Tickets sections!
Need Help?
Your Property Vista team is always here to help! From your Implementation Specialist and Account Manager to our Helpdesk team, we're available to assist you with all things Property Vista.
You can also access the virtual help menu for assistance with CRM features through the Help module.
Access our Helpdesk articles here: Property Vista Help Centre
Still have questions? Contact our team by submitting a support ticket through Property Vista Support.