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The instructions in this article covers how to transfer/merge a Real Estate Agents portfolio to another Real Estate Agent. This function was designed to be used when a Real Estate Agent sells their portfolio or part of it to another agent. Thi...
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The instructions in this article relate to Search Roll. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Search Roll is designed to help users find Roll contact details and rep...
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This article covers the topics surrounding the billing process of a Building Management Committees (BMC) and Shared Facilities, which is done in the BMC screen. Before the billing can take place, the BMC must be created and setup,...
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Owner and Debtor reporting can be completed on either a global or local basis. Review this article for some simple global options available. AGM Window/ Noms Close (1980) This report is based on the BUGTA Act 1980 and uses the State, Type an...
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Last Updated: 05/01/2023
in Third Party Integrations
This article covers the setup, export, and import of data to and from Softlog recording software in TRMax . We highly recommend contacting our StrataMax Support Team if you would like to import any records in bulk as a one-off. ...
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The instructions in this article relate to Debtors List and Secondary Debtors List . These icons may be located on your StrataMax Desktop or found using the StrataMax Search .
The Debtors List and ...
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This article is designed to be used as a reference guide to all the areas in StrataMax that integrate with DocMax and allow document attachment. We also offer a completely free 'DocMax Basics' online course, which you can enrol in here !...
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This article covers the Offline Voting Register , which is available in Meeting Hub, more specifically the Meeting Overview screen. To use the Offline Voting Register some Excel knowledge is required. In depth instructions are available in the ...
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Last Updated: 26/11/2024
in StrataMax Videos
The videos in this article relate to Meeting Hub . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Meeting Hub is the purpose-built meeting management system, which is fully i...
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Last Updated: 27/01/2023
in StrataMax Portal
This article covers the 'Contact Us Configuration' tab on the StrataMax Portal. In order to gain access to this page, you will need to be a StrataMax Portal Administrator, which is configured in Security Setup . The 'Contact Us Configuration' ...