Accessing RealtiWeb Databases (BC)
Databases
In RealtiWeb, most databases are accessible through the ellipsis button beside the specific field. You may add, edit, and delete specific database entries on the account level, with the resulting changes affecting other users at your firm.
| Item |
Location
|
|
Title Searches
|
Basic → Basic Information
|
| Existing Clients |
Basic → Basic Information
|
|
Other Side Legal Representation
|
Basic → Basic Information
|
|
Strata Management Corporations
|
Basic → Property and Legal Description
|
|
Lenders
|
Mortgages
|
|
Realtor Offices
|
Basic → Contract Details
|
|
Fire/Property Insurance
|
Basic → Basic Information
|
Note: The field Strata Management Corp. appears if the subject property is strata-managed (Strata (Fee Simple)).
Accessing your Client Database
The database of your current clients is accessible by clicking the edit button beside the client when inside a file. At the top of the popup, click Select from List to access the database.
Still can't find what you're looking for?
Related Categories
Billing, Accounting Integrations, Admin Functions & Reports
File Creation, Document Creation, and other general topics
Province-specific information for AB clients
Province-specific information for BC clients
Province-specific information for MB clients
Province-specific information for ON clients
Province-specific information for NS clients
Province-specific information for SK clients
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