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TOPS Software
Portfolio
Portfolio
Communities, Properties, Owners, Communication
New Community Setup
Add a New Community Complete Setup
Adding Your Community Data to a .CSV file for Import.
Adding your Community from TOPS PRO/IQ
Exporting a Community out of TOPS IQ
Exporting a Community out of TOPS Pro
Communities
Set the Default Community Welcome Letter
Editing Imported Owner Beginning Balances
Set Community Page as Home Page
Adding a Year End Suspense Account
How is the Accounts Receivable KPI calculated?
Create Sections
See All 19 Articles
Properties
Owners & Properties Terms/Definitions
Add a New Property
Mass/Bulk Edit Property/Owner Information
Contacts on a Property
Owner Resale
Update Property Collection Status
See All 9 Articles
Owners
Add/Update an Owner Email
Add a Primary Homeowner
Edit Owner Information
Adding/Editing Renters Lease Date
Import Owner History
Owner Delivery Preference setting - Print or Email
See All 14 Articles
4. Communications
Create mailing labels for Primary Owners and Vendors
Attachment Gallery Overview
Add an Attachment
Managing your Attachments
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