Contacts link real-world people or companies to properties in the system. Each contact can have a role—such as Owner, Administrator, or Payer—which determines how they interact with a property (for example, who receives billing information).
Viewing a contact
There are two ways to open the Contact Details page:
From the Contacts list
Go to Contacts in the sidebar.
Click View on the desired contact.
From a Property
Open the property’s details.
Hover over a contact in the list and click the eye icon.
Contact details overview
The details shown and recorded for a contact depend a little bit on whether the contact is an Individual or a Company.
Basic information (for individuals)
Contact Type – Individual or Company.
Name
Role – Defines the contact’s purpose (e.g., Payer for billing, Owner, Administrator).
Phone Number and Additional Phone Numbers
Email Address
CPR Number (Social Security number)
Address Information
Notes – Add any relevant comments or details.
Additional information (for companies)
For companies, the details are almost the same, with a few changes:
CVR Number instead of CPR.
Payment & Tax – Includes EAN Number and P-number (used for billing).
Additional tabs
Properties Tab – Lists all properties assigned to this contact.
Tickets Tab – Shows all tickets related to the contact.
By keeping your contacts organized and assigning the right roles, you ensure smooth communication, accurate billing, and efficient property management. Whether it’s an individual owner or a large company, the Contact Details page gives you all the information you need—right where you need it.