Utilizing the Contact Details View

The Contacts section provides a centralized location for managing all contacts within your ManageCasa account. From here, you can create, update, search, filter, and review contact information to help streamline your day-to-day operations.

The Contacts area also provides valuable insights into your contact activity, including outstanding invoices and invitation and registration statuses. Depending on your access and permissions, you may also have additional actions available, such as managing invitations and payment-related information.

Important: The contacts and information available to you may vary depending on your user role and permissions. Depending on your role, you may be able to view all or only the contacts shared to you.

Accessing Contacts

1. From the left navigation panel, click Contacts.
2. You will see four available tabs, including Insights and My Contacts.

• Using the Insights Tab : The Insights tab provides a quick overview of important contact-related information such as the Outstanding Invoices and Invite Summary for visual overview of your contacts’ registration statuses. 
• The My Contacts tab displays your active contacts. This is where you can view and manage the people currently associated with your company or association, including property owners, tenants, board members, and other contacts. From this tab, you can select a contact to view their details and manage their information.
• The Pending tab displays contacts who have been invited to join but have not yet completed the invitation or activated their account. You can use this tab to keep track of outstanding invitations and identify contacts who may need a follow-up or a new invitation.
• The Archived tab contains contacts that are no longer active but whose information you want to retain for historical or record-keeping purposes.
   

Viewing Contact Details

1. From the My Contacts  list, click the contact,
2. A new Contact Details view will open, where you can review and manage information of the contacts..
3. The Contact Details View provides a centralized location where you can view and manage information related to a specific contact. Depending on the contact type and your permissions, the Contact Details view may include sections such as:

• Summary
• Additional Information, including custom fields
• Mailing Address
• Ledger
• Transactions
• Properties
• Leases
• Files
• Communication
• Tasks
• Messages
• Timeline

These sections allow you to access contact information, associated records, and activity from one centralized location.

Editing Contact Details

There are two ways to edit or manage a contact.

Option 1: Edit from the Contact Details View

1. From the My Contacts list, click the Contact Name.
2. In the Contact Details view, click Edit.
3. You can update the contact's information, such as:
   • General information
   • Contact details
   • Address
   • Association Board Member Access
   • Emergency Contact
   • Other available contact information
4. To update a specific section, click the Edit button located on the far right of that section.
5. Make the necessary changes.

6. Click Update Contact to save your changes.

   

Note: You can also select Delete if you need to remove the contact. Deleting a contact may affect information and records associated with that contact. Make sure the contact should be removed before proceeding.

Option 2: Use the Three-Dot Menu

You can also access contact actions directly from the My Contacts list.

1. From the My Contacts list, locate the contact you want to manage.
2. Hover over the contact to display the three-dot menu on the far right.
3. Click the three-dot menu to view the available actions.
4. Select the action you want to perform and follow the prompts.

Depending on your permissions and the contact's status, available actions may include:

• Share
• Edit
• Create Task
• Delete
• Lock Account

• Archive

  

Bulk Actions for Contacts

You can perform actions on multiple contacts at once by selecting the contacts you want to manage.

1. From the My Contacts list, tick the checkbox next to each contact you want to select.
2. Once one or more contacts are selected, the available bulk actions will appear.
3. Choose the action you want to perform:
   • Start Message – Send a message to the selected contacts.
   • Resend Invite – Resend an account invitation to selected contacts who have not yet accepted their invitation.
   • Share – Share the selected contacts' information.
   • Delete – Delete the selected contacts.
4. Follow the prompts to complete the selected action.

Note: Bulk actions will apply to all selected contacts. Review your selections carefully before proceeding.

The Contact Details View provides a centralized workspace for reviewing and managing contact information and activity. Depending on your role and permissions, you can use this view to quickly access contact details, review associated properties and records, manage tasks, and track contact-related activity.

Need Help?

If you have any questions or need further assistance, feel free to reach out to the ManageCasa Support Team or visit our Help Center for more guides and troubleshooting steps. We’re always here to help!