The steps taken to update the property or account name will vary, depending on whether you have a Single Property or Multi-Property account.



Single Property Accounts:


1. Go to Account Settings >> Basic Infomation. 


 


2. You will see the current Property Name, which will be un-editable. Next to the name, you will see, "Click here to request a change to the property name". Click on the word "here". 


 


















3. A new window will open allowing you to contact our support team with your request.




Multi-Property Accounts:


1. Go to Residents.



OR




2. Select the property you would like to update. The selected property will turn a darker blue, and you will be able to click on the “Property Settings” option on the right.



3. You’ll be taken to a screen with a list of menu options on the left, Be sure you are in the “Basic Information” section.



















 



4. You can now update the Property Name and Save the information. To update the Account name, proceed to the next step.


















 




5. You will see the current Account Name, which will be un-editable. Under the name, you will see, "Click here to request a change to the account name". Click on the word "here". 




6. A new window will open allowing you to contact our support team with your request.





*Note: Multi-Property accounts also have the option to show the Account Name on documents, rather than the Property Name. If you would like to update this setting you will need to:


1. Go to Account Settings >> Forms


2.  Click on the box next to “Use Account Name on forms in place of property Name”, then “Save” the changes.


 

 












*Note: The line below the box does NOT impact the name that appears on the documents. This will determine what name and information appear in the subject line for emails that are sent from the account. 


 










You have the option to show the property name or the account name. In some cases, you will also have the option to show the Company Name.















*Tip: To request the following form options, please contact our customer Support Team via chat or email at [email protected].

  • Display the Building Name as the Property Name
  • Display the Building Number as the Property Number