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Parties Management

Overview

Parties Management is your comprehensive contact database for all people and companies involved in your property business. This includes tenants, landlords, buyers, sellers, guarantors, and any other stakeholders. It helps you maintain relationships, track all parties involved in your contracts, and manage your entire network of business contacts efficiently.

Page Content

The Parties page provides a complete contact management system with an intuitive layout:

Header Section: A purple gradient header displays "Parties Management" with your corporate context and total party count, plus an "Add Party" button for quick access.

Search and Filter Tools: A white card contains powerful search and filtering options: - Search bar to find parties by name, email, or phone number - Party type filter (Individual, Company) - Status filter (Active, Inactive, Archived) - Nationality filter for individuals - Show archived toggle to include or exclude archived parties

Parties Grid: A responsive grid displays your contacts as individual cards, each showing: - Party name and type badge (Individual/Company) - Profile photo or initials avatar - Contact information (phone, email) - Nationality (for individuals) or business type (for companies) - Last activity date - Number of connected properties - Status indicators (Active, Inactive, Archived) - Action buttons (View, Edit, Archive, Quick Actions)

Party Detail View: When you click on a party, you'll see comprehensive information organized in cards: - Basic Information: Name, type, contact details, address, nationality - Contact Details: Primary and secondary phone numbers, email, physical address, emergency contact - Document Information: Emirates ID, passport, visa details, trade license (for companies) - Business Information: Company details, trade license, business activities (for companies) - Partnership Information: Partners list, roles, contact details - Connected Properties: List of related properties and relationship types - Attachments: Uploaded documents, photos, contracts, communication records

Add/Edit Party Form: A multi-step form guides you through adding new parties: - Step 1: Party Type Selection (Individual or Company) - Step 2: Basic Information (name, contact details, address) - Step 3: Contact Details (phone numbers, email, emergency contacts) - Step 4: Document Information (Emirates ID, passport, trade license) - Step 5: Additional Information (partnership details, business information) - Step 6: Review and Save

How to Use

Viewing Your Parties

  1. Browse the grid to see all your contacts at a glance
  2. Use the search bar to find specific parties by name, email, or phone
  3. Apply filters by party type, status, or nationality to narrow results
  4. Click "View" on any party card to see detailed information
  5. Use the "Show Archived" toggle to include or exclude archived contacts

Adding New Parties

  1. Click "Add Party" in the header
  2. Select party type (Individual or Company)
  3. Fill in basic information including name and contact details
  4. Add contact information including phone numbers and email
  5. Upload required documents like Emirates ID or trade license
  6. Set relationships to connect the party to specific properties
  7. Review and save the party information

Managing Existing Parties

  1. Click "Edit" on any party card to modify information
  2. Update contact details as needed
  3. Change party status (Active, Inactive, Archived)
  4. Add or update documents and attachments
  5. Manage property relationships to connect or disconnect from properties

Searching and Filtering

  1. Type in the search bar to find parties by name, email, or phone number
  2. Select party type to filter by Individual or Company
  3. Choose status to see only Active, Inactive, or Archived parties
  4. Pick nationality to filter individuals by nationality
  5. Toggle "Show Archived" to include or exclude archived contacts

Document Management

  1. Upload identity documents like Emirates ID and passport
  2. Add business documents like trade licenses and VAT certificates
  3. Store legal documents like contracts and agreements
  4. Keep communication records including emails and letters
  5. Organize documents by type for easy access

Example Use Case

Mohammed manages a portfolio of 25 properties and needs to track over 100 different parties including tenants, landlords, and service providers. He uses the Parties section to maintain detailed records of each contact. When a new tenant, Sarah Ahmed, wants to rent an apartment, he creates her profile as an Individual party, uploads her Emirates ID and passport, and connects her to the specific apartment. He can quickly see that she's an active tenant, her payment history, and all communication records. When her lease expires, he can easily find her contact information to discuss renewal terms.

Tips

Contact Information Management

  • Keep all contact information updated and current
  • Use consistent naming conventions (First Name Last Name for individuals)
  • Add detailed notes about preferences and special requirements
  • Include emergency contacts for all parties
  • Document all interactions and communications

Organization Best Practices

  • Group parties by type or relationship for easier management
  • Use tags or categories to organize contacts effectively
  • Regular data cleanup to remove outdated information
  • Archive old contacts instead of deleting them
  • Maintain accurate and complete records

Communication Management

  • Record all communications in the party's profile
  • Use preferred contact methods for each party
  • Respect communication preferences and timing
  • Follow up on important matters promptly
  • Maintain professional relationships with all parties

Document Management

  • Upload all required documents promptly
  • Keep documents organized by type and date
  • Regular backup of important documents
  • Ensure compliance with data protection regulations
  • Regular validation of document information

Relationship Building

  • Track communication history to understand party preferences
  • Note special interests and requirements
  • Maintain regular contact with key parties
  • Provide excellent service to build long-term relationships
  • Use relationship data to improve service delivery

Data Security and Privacy

  • Regular backup of party data
  • Secure storage of sensitive documents
  • Compliance with UAE data protection laws
  • Regular data validation and cleanup
  • Controlled access to sensitive information

Business Efficiency

  • Use search and filter functions to quickly find parties
  • Set up automated reminders for follow-ups
  • Maintain accurate contact information for quick access
  • Use party data to identify business opportunities
  • Regular review of party relationships and status