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Entrata - Onboarding process
Updated process for Entrata Onboarding (01/13/2026) Only 1 step needed, when sending an email to New client just ask for the HOST URL, no need for username and password information. See sample working API's/connection ...
User Contact Creation / Modification / Deletion Process
Contact Creation: 1. Check Slack Channel or Email for any request regarding new login creation. 2. Search the Parent Account to make sure that the user to be created will be under the same Company. 3. Once Parent Account is found, scroll down under ...
Zoho CRM - User Contact Process
Zoho CRM - User Contact Creation and Modification Process I. User Contact Creation - Normal Process 1. Check Slack Channel or Email for any request regarding new login creation. Before creating a user profile, ensure that the email address does not ...
Zoho CRM - User Contact Deletion Process
1. Check Slack for the request. HINT: Contact deletion requests can also come when a property is being removed. 2. Open the profile through RLL - User Admin, and click Remove Login Credentials under Quick Links. 3. Confirm the deletion of the ...