Property Directory

To help with knowing who the primary employees are for each property, we have created a Property Directory within Yardi. This will list all Property Staff, Management Staff, Accounting Staff and Compliance Staff that are assigned to the property. 

Yardi Support will help with keeping the data updated but the ownership to keep the data updated is on the Property, Management, Accounting and Compliance Staff.

Running the Report

The Property Directory report can be found on .CUSTOM REPORTS --> Top Menu --> Property Directory

Complete the filter and click Generate. This will pull all the primary employees that are setup for the property. You can also click on the employee name and a new email message will open for you to send them an email.

Updating the Report

After you generate the report, click on the Setup Link which will take you to where you can make changes.

Enter or remove the employee code for role that you are updating and then click Save. The Name and Email fields are Read Only. These fields will update once you enter the code of the employee and click save. When an employee is inactivated in the database, then they will automatically be removed from this setup.

Additional Notes

The Property Directory table will now be the primary location for the data. The data will then push to the different areas within Yardi (ie Property Reporting Info, etc). It will not update Property Contacts or Workflow Approvers.