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    Support Home Property Management System Setup Property Contacts

    Contacts

    Setup Property Contacts in RMS.

    Decision Tree

    Contacts are used by RMS for communicating with a property on system critical notifications, important updates and billing or accounting purposes.

    • Information
    • Setup
    • Add Button

    Information

    A primary System Administrator, Billing Contact and IBE Contact must be selected in RMS.

    Enterprise customers will setup primary contacts for the Enterprise and additional key contacts for individual properties as required.

    Single properties will setup primary contacts for the property and any additional key contacts as required.

    Only the RMS user nominated as the System Administrator can edit the primary contacts in RMS.


    Contact information must be regularly updated by the System Administrator.


    Primary System Administrator

    The RMS user nominated as the Primary System Administrator is responsible for the maintenance of contact information as well as system configuration in RMS. 

    System Administrators will receive critical system notifications from RMS and be required to action these in RMS as well as receive release notifications and environment updates.

    Additional System Administrators can be nominated per property if required to receive the same notifications as the primary System Administrator.


    System Administrators will require Security Profile access to Setup in RMS.


    Primary Billing

    The Primary Billing contact will receive a copy of all RMS invoices and statements and be the primary contact person for the RMS Accounts Department. 

    Additional Accounts contacts can be setup per property to receive a copy of the invoices and statements for that property.


    IBE Critical Notifications

    The IBE Critical Notifications contact will receive critical system functionality notifications for both the RMS IBE and Channel Manager.

    Additional Online contacts can be nominated per property to receive a copy of notifications relevant to that property.

    An IBE Critical Notifications contact is only required for properties using the RMS IBE or RMS Channel Manager.


    The RMS IBE Notifications must be setup in Online Options before an IBE Critical Contact can be setup.

    The IBE Critical Notifications contact will require Security Profile access to RMS IBE & Channel Manager Setup in RMS.


    • Setup
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    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Property Options > Contacts in RMS.
    2. Select the 'Edit' icon on a Primary Contact.
    3. Select the RMS User.
    4. Select 'Save'.
    5. Optional: Select the 'Add' icon on the General Contacts section.
      1. Select the Contact Type.
      2. Enter the Name.
      3. Enter the Email Address.
      4. Enter the Contact Details.
      5. Save.
      6. Exit.
    6. Exit.


    Only the RMS users nominated as System Administrators can update the Contacts.


    • Guide
    • Add Button

    Guide

    Go to Setup > Property Options > Contacts in RMS.

    Select the  'Edit' icon on a Primary Contact.

    Select the RMS User.

    Select 'Save' to store the changes made and 'Exit' to return to Contacts.

    Optional: Select the 'Add' icon on the General Contacts section.

    Select the Contact Type.

    Enter the Name.

    Enter the Email Address.

    Enter the Contact Details.

    Select 'Save' to store the changes made and 'Exit' to return to Contacts.

    The new Contact will be visible on RMS records and available for selection when logging a Service Request.

    Setup

    Have your System Administrator complete the following.

    1. Go to Setup > Property Options > Contacts in RMS.
    2. Select the 'Edit' icon on a Primary Contact.
    3. Select the RMS User.
    4. Select 'Save'.
    5. Optional: Select the 'Add' icon on the General Contacts section.
      1. Select the Contact Type.
      2. Enter the Name.
      3. Enter the Email Address.
      4. Enter the Contact Details.
      5. Save.
      6. Exit.
    6. Exit.


    Only the RMS users nominated as System Administrators can update the Contacts.


    • Guide
    • Add Button

    Guide

    Go to Setup > Property Options > Contacts in RMS.

    Select the  'Edit' icon on a Primary Contact.

    Select the RMS User.

    Select 'Save' to store the changes made and 'Exit' to return to Contacts.

    Optional: Select the 'Add' icon on the General Contacts section.

    Select the Contact Type.

    Enter the Name.

    Enter the Email Address.

    Enter the Contact Details.

    Select 'Save' to store the changes made and 'Exit' to return to Contacts.

    The new Contact will be visible on RMS records and available for selection when logging a Service Request.



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