You'll need to add your contacts and vendors to the system to use the Operations and Accounting modules fully. Think of CiiRUS as your one-stop shop for managing your vendor relationships. For example, you should add all your housekeepers, maintenance companies, utility providers, inspectors, booking agents, and anyone else who provides you with services.
Where to go
Adding your contacts couldn't be easier thanks to the Quick Actions menu that can be accessed from anywhere in the system.
From the top navigation menu, click the dotted icon to open the Quick Actions menu and select "View/Add Contact."
Adding a new contact
To add a new contact:
Click the "Add+" icon above the grid.
Enter as many contact details as you want, such as company name, POC name, phone number, and email address. The File As field is required and is the name the system will use to store the contact.
Enable the Vendor option and specify both service types. This tells the system how to treat the contact. For example, if the contact is a cleaner, choose Cleaning for both service types. This will enable the contact to be assigned for cleans in the housekeeping module.
To give your vendors access to Task Manager, specify a password that they can use to log in.
Click "Add."
Once the contact is added, they'll appear in the contacts grid. You can add any additional details or edit their information.