Bulk invite preferred contacts to PropertyFile

The steps below outline how to bulk invite your preferred vendors, landlords or applicants by batch invitation. This will need to be actioned by contact type. 

  1. Click the chosen contact type (Vendors, Landlords or Applicants) on the main homebar
  2. Click Advanced Search 
  3. Scroll down to the Advanced Search section. In the PropertyFile Status dropdown menu, click Not Active
  4. Click Search
  5. From the generated list, tick the box alongside the contacts name for who you wish to invite to PropertyFile
  6. Click Activate PropertyFile

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Once you click Activate PropertyFile, you'll have the option to activate contacts in one batch.

Related articles: 

Check which contacts are active on PropertyFile

Bulk deactivate contacts on PropertyFile

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