Setting up Yardi Agent (Step 2)

So you are ready to implement the Property Vista application and approval system. On Yardi you will need to do some initial configurations to setup an AGENT to identify PropertyVista

 

AGENT SETUP

You will need to configure and add PropertyVista as an AGENT within Yardi. The following steps apply. Please see attachment for Yardi Screenshots and descriptions

 

  1. In Yardi navigate to Setup->Propery->Review Property
  2. Find the corresponding property, open Agents screen, add “Property Vista-ILS” string into the Agent Name field and save the record:
  3. Open Sources screen, add “ILS” string into the Source Name field and save the record:
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