Relationship Management
Relationship management within OWNER helps you keep contact details of individuals and businesses in one place. This way, you maintain clarity and can easily communicate and retrieve information.
What is it?
Within OWNER, we see relationship management as the organization of your contacts to provide clarity and keep the details of your relationships in one place. Think about recording the individuals you're in contact with and the companies they work for. A person can be anyone, for example, a tenant, real estate agent, notary, or someone who works for your tenant in case the tenant is a business.
For individuals, we ask, if known, for their email address to prevent duplicate contacts and ensure emails are easily retrievable.
If you receive an email from an unknown email address, we immediately add it to the list of individuals so that you can easily find this email in the future and ensure that everyone who is important to you is in your list of contacts.
For businesses, we ask for the "domain", like companyA.com. We automatically retrieve the company's logo, so you don't have to add it manually, ensuring immediate recognition. Using the Chamber of Commerce's database, we fetch the remaining company details. Of course, you can modify or supplement these details.
Soon, we will launch the option to create companies automatically. If you enter a person with a business email address, we will immediately create the company based on the domain name of the company with the associated company information.
Why do you need it?
Individuals and businesses are significant within OWNER and form part of OWNER's core functionality. We use these individuals and companies to link rental contracts, as ticket reporters, invoice recipients, key borrowers, and so on. While you can only create relationships necessary for OWNER's functionality, such as your tenants, by recording all your relationships, you gain clarity and can easily contact them via email, phone, or notes.
How does it work?
Within the "Contacts" module, you'll see two sections: "Individuals" and "Companies". It doesn't matter where you start, let's take an individual as an example. Click on "Individuals" in the "Contacts" module and then on "New". Enter at least one of the following three fields: Email, First Name, or Last Name. We need one of these three fields as the minimum information to create an individual. Fill in other known details and click "Create".
You'll be directed to the overview page of the newly created individual. On the left, you'll see the details you entered. On the right, you'll see items linked to this individual. If you want to link the person to something, click "Add" with ease. In the middle, for instance, you can link tasks and notes to the relationship.
Done! You've now created an individual and linked them to a company. Do this for all your contacts, and you're always assured of organized relationship management.