Using the new Accounts/Properties feature in FastGem, you can easily track portfolios, properties/accounts under those portfolios, leasing agents at those accounts/properties, your reps that sell to those accounts/properties, and orders within those accounts/properties. 

If the Accounts feature is not enabled for your instance and you would like it to be, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it. and let us know. 

 

CREATING/ACCESSING INDIVIDUAL ACCOUNTS:

To access your accounts, head to ORDERS > Accounts (this may be somewhere slightly different for you depending on your instance's customization): 

 

Click 'Add Item' to create a new account. Enter the Account Name, main address, any associated Providers, Tags, and Contact Person information, as well as any custom data: 

 

This new account will automatically be added to the profile of whichever rep creates it. 

Note: Tags can be used to track a Portfolio that includes multiple accounts/properties. You can search Person records and Work Order records as well as Accounts themselves by Account Tag to see only orders pertaining to specific Portfolios: 

 

 MASS UPLOADING/UPDATING ACCOUNTS/PROPERTIES:

You can also mass upload/update Accounts/Properties using FastGem's Mass Upload/Update feature. Simply select the format 'Accounts/B2B/Properties/MDU' from the format dropdown in the 'Upload Account Info' tab of the Mass Upload/Update tool: 

Note that if mass uploading accounts, Status, Providers, and Tags must already exist in FastGem and be spelled the same.

ID is used as the identifier for accounts when mass updating existing accounts in FastGem. For more information on mass uploading/updating Account info, seeTHIS article. 

 

 For further questions regarding accounts/properties, please see our help articles or contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Thank you for using FastGem!