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Learning the Basics
A great place to start in getting stuck into Rex PM.
Training
UK Webinar Training Series
Rex PM Training Webinar Series
Reporting
Custom Reporting
The Change Log
Table Reports
Audit Reports
Portfolios
Create a Portfolio
Managing a Portfolio
The Rex PM Dashboard
Dashboard Filters
Contacts, Ownerships and Tenancies
How to Create a Contact
How to Create an Ownership
How to Create a Tenancy
Contact Payment Methods & Disbursement Preferences
Ownership Disbursement Preferences
Adding an Extra Owner to an existing Ownership
Properties
Create a Property
Document Management
Appliances
Keys
Notes
Note Types
Adding a Note to a Property or Contact
Attaching a Note to a Task
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