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How do I navigate around ResMan?


Instruction

One of the easiest ways to navigate around ResMan is to use the Navigation Bar located on the top of your screen. Each category drops down to subtopics. 

  • BoardRoom takes you back to the BoardRoom.
  • Personal directs you to the Calendar, Tasks, ResMan Advisor, the Leads Dashboard.
  • Accounts allows you to access all your Prospects, Residents, Waiting Lists, Vendors and more.
  • Property takes you to Units, Buildings, Work Orders, Inventory and others.
  • Accounting shows Receivable, Payables, General Ledger and Bank Information
  • Clicking Reports opens up a list of all available Reports
  • Admin is where you go to modify settings, permissions, add users etc...
 
ResMan also provides additional tools and shortcuts to help you navigate. These tools include the Quick Search, The Efficiency Ribbon, and the Quick Links.  
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