Sep 2026: Tenant Engagement CMS - Improved contact management
The CMS CRM has been updated to make it quicker and easier for property teams to work with important contact information. The improvements help users find notes and key contacts faster, while reducing unnecessary navigation when reviewing or editing contact records.
What it is and why it matters
The CMS CRM has been improved to help property teams find important contact information more quickly.
The improvements are designed to make useful contact notes easier to identify, make important contacts such as keyholders and emergency contacts easier to find, and reduce the need to move between different screens while working through a contact list.
This is particularly useful for large contact databases, where finding the right person quickly can otherwise involve opening multiple individual records.
When to use this
Use the CRM when managing tenant or property contacts, particularly when you need to:
- identify important or emergency contacts;
- review notes about a contact;
- find the right person quickly during an operational issue; or
- update contact information while retaining the context of your current list.
How it works (high-level)
The CRM presents contact information in the CMS and provides additional context to help distinguish contacts requiring attention.
Contact viewing and editing has been designed to reduce unnecessary navigation away from the contact list, helping users retain their current filters and working context.
Best practice tips
- Use contact classifications consistently so operational teams can find key people quickly.
- Record useful human notes rather than duplicating information available elsewhere.
- Regularly review emergency and keyholder information to ensure it remains current.
- Keep important contact information and notes up to date.