In Alto, you're able to add additional owners/vendors to a property. You can have up to four contact records in total as vendors of a property.
Note
Before you follow the steps below, you must first ensure that any vendors that are to be added, have already been created in Alto
For more information on Adding a vendor, click here
- Click Property on the main toolbar
- Select the relevant property from Recent & Favourite Properties
- Alternatively, find the property using the Search Properties bar in the top right
- Click Property on the side menu
- In the Market & Ownership section, the current associated Owner(s) will be displayed. Click the + symbol and in the Search for Contact search bar, find and click the relevant owner
- To the right of the Owner(s), using the dropdown menu, you can select how the owner will receive any generated letters
- Direct - A separate letter will be produced for the vendor. The first vendor in the list must always be Direct
- CC - The vendor will be copied into the generated letter
- None - The vendor will not be included in any generated letters
- Repeat steps 4 and 5 if there are multiple owners to be added
- Click Save