How To Designate Primary Address-Phone-Email on Contacts page.

Do you need help setting a primary phone number, email address, or mailing address for a Tenant/Owner/Vendor Contact? Follow the simple steps below to learn how to do it.

  • First from the Rentvine home screen page hover on the left side for contacts and select tenants. Please select which ever tenant you desire to change.
  • Once you choose a tenant the system will take you to their contact details page. On this page you will be able to see their Address/Email/Phone at the top of the page.
  • Please note that if you have more than one entry for any of these fields the system will automatically choose a primary for you. To change the selection click on the ellipsis on the field you wish to make the primary and hit on Edit.
  • From the Edit menu a side bar will pop up and you will see a toggle at the middle of the side bar that says Primary please turn the toggle on and his save. Now the email will show up as the primary.
  • Please keep in mind that now when running reports or doing anything related to the contact level for either Owner/Tenant/Vendor their Primary Details will pull from here, For example when running a Tenant Ledger Report the date information for the header will come from the primary information.

This new feature works the same for every contact not only for tenants!

If you encounter any difficulties while following this article and require further assistance, please submit a ticket to Our support team will promptly respond to your inquiry to provide the necessary help.