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The instructions in this article relate to Merge Letters . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Letters can be created in StrataMax that can have merge fields that refer to d...
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Last Updated: 08/01/2026
in StrataMax Task Management
This article covers an overview of the Task Management interface and the various options, functions, and buttons available. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Task Manage...
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Report distribution is the area that provides report sets tailored for specific purposes. This screen will offer functionality to run single reports for the various roll reports, or add to a combined report set that can be saved to run regularly. ...
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The instructions in this article relate to Account Manager Edit . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Account Manager Edit is where account managers in StrataMax are ...
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Last Updated: 07/01/2026
in StrataMax Services
Please allow at least 3 business days notice for training sessions so we can schedule the appropriate team member and plan the session. The following charges apply for training as per the terms and conditions of the StrataMax agreeme...
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The instructions in this article cover the various functions available in Certificates. The icon may be located on your StrataMax Desktop or found using the StrataMax Search.
When a property is sold, the purchaser require...
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Last Updated: 08/01/2026
in Top Tips
For those of you who would like to promote direct debits to your owners, we have the below banner to insert into your StrataMax emails. This banner uses the following HTML (HyperText Markup Language) so that the image is able to be used consi...
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The instructions in this article relate to Levy Management . The icon may be located on your S trataMax Desktop or found using the StrataMax Search . Levy Management streamlines the process...
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Last Updated: 07/01/2026
in StrataMax Services
This article highlights the range of tasks and services offered by the StrataMax Full Service Team to support StrataMax clients. Each section provides a detailed overview of the tasks available, the required information to complete them, and a co...
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Last Updated: 07/01/2026
in StrataMax Basics
StrataMax provides a 'User' configurable desktop with icon groups that can be customised, and items for security groups can be set up depending on whether the user is allowed to edit Desktop Groups for the Users security group. The purpose of th...