Property groups
Group properties by area or building, link the people who work there, and use groups for suggestions and inventory locations.
A property group is a set of properties, such as a neighborhood, a resort or a building. Groups help the right properties show up first for the right people.
Where to find groups
Go to Properties in the left navigation and open the Groups tab. The page has three tabs:
- Properties: every property.
- Cleanup: properties stored twice or that look inactive. Shows only when there's something to review. See Cleaning up properties.
- Groups: your property groups.
Where groups come from
Groups can be synced or made here. Filter the list by source:
| Source | Meaning |
|---|---|
| Breezeway groups | Synced from Breezeway. |
| Buildings | Groups that are buildings. |
| Track | Synced from Track. |
| Streamline | Synced from Streamline. |
| Made here | Groups you made in Accountable. |
Only sources you have groups from are offered. Click Sync from PMS to bring in the latest groups. Use Find a group to search.
Make a group
- On the Groups tab, click New group.
- Enter a name, such as "North Shore".
- Click Create.
- Open the group and click Edit properties to choose its properties.
To change a group, open it and click Rename or Edit properties. Click Delete group to remove it. Click Show on Properties to filter the property list to the group.
Who works here
Each group has a WHO WORKS HERE list. Click Add a person or department to link people to the group.
How groups are used
- Property picker: the properties in your own groups come first when you pick a property. You can also type a group name to find its properties.
- Suggestions: property suggestions for a card charge favor the cardholder's groups. When the cardholder's groups have one property in the store's city, that property is suggested.
- Inventory locations: a location can supply only some property groups. See Storage locations.
- Filtering: filter the Properties list by group.
Related articles
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Next: Cleaning up properties →