CRM IQ
QRG - CRM IQ - Editing and Adding Call Trees in CRM IQ for On-Call Emergency Schedules
This QRG will cover how to navigate to call trees, how to make ...
Tue, Feb 3, 2026 2:10 PM
CRM IQ - Google Chrome Browser Settings
The preferred browser for all Yardi systems is Google Chrome. Please ensure that you are accessing all Yar...
Fri, Nov 14, 2025 12:52 PM
CRM IQ Profile Settings
In CRM IQ, go to the upper right corner and click on your initials. Select My Profile.
NOTE:&...
Fri, Nov 14, 2025 1:05 PM
This QRG will walk through to generate a Blue Moon lease.
1. From the profile, go to "Rental Options" under ...
Mon, Dec 15, 2025 11:05 AM
Accounting - QRG - Sending CRPs
This QRG details how to send CRPs in 2025. Review the video HERE in Aspire for additional resources....
Mon, Jan 12, 2026 10:09 AM
The Leasing Quickview - Checklist for applicants includes a shortcut to screen from the checklist, instead of navigating to the Applicant Profile. ...
Mon, Jan 26, 2026 4:51 PM
Follow these steps to review a property's rentable items.
1. In CRM IQ, go to the "Reports" dropdown and select &...
Mon, Feb 9, 2026 3:13 PM
Follow these steps to review the rent roll with lease charges.
1. In CRM IQ, go to the "Reports" dropdown and select ...
Mon, Feb 9, 2026 3:19 PM
CRM IQ - Roommate Additions with Blue Moon Leases
If an existing resident wants to add a new roommat...
Fri, Feb 13, 2026 12:10 PM
In the event that a technician does not answer the phone, they will need to retrieve the message from a toll-free number. Below are instructions on retrie...
Wed, Mar 4, 2026 12:12 PM