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Phone : 866 PMMASTER
(866 766-2783)
Fax: 727 784-3909
Email: Email Us

Data Entry

 

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I. GETTING STARTED
1. Editing Records
2. Status Symbols
3. Moving Around
4. Shortcut Keys
5. Editing Keys
6. Other Features
7. Tool Bars
II. DATA ENTRY
Company Info
1. Owners
2. Agents
3. Site Managers
4. Vendors
5. Services
6. Unit Features
7. Rates
8. Taxes
9. Units
III. RESERVATIONS
1. Availability
2. Tenants
3. Reservations and Leases
4. Special Reports
5. View All Reservations
6. Entering Payments
6a. Advance Payment
6b. Batch Payment Posting
IV. PROPERTY MANAGEMENT
1. Work Orders
2. Owners
3. Agents
4. Site Managers
5. Vendors
6. Financial Center
7. Financial Reports
8. Unit Status
9. Banking Center
V. REPORTS
Other Questions

Other Useful Features

·         On all of the “Calendars” there are “<” and “>” buttons. If you click these you will go to the previous or next month. We think this will make entering dates easier.

·         In many of the screens you will see that some of the fields are marked with a "!" If you “double-click” on these fields you will be taken directly to that screen for more details. For example, in the Units screen if you double-click on the Owner’s name you will be taken directly to this owner’s screen. In the Availability screen you can double-click on the Unit ID to go to the Unit screen directly. If you are in the Reservations screen, double click on any payment date and you will go directly to that Unit’s Unit Transactions in the Financial Center. If you find other places where this feature would be beneficial, please send us an email.

·         In many screens you will see fields marked with an "*". If you double-click on the field the search function will open.


 

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