CRM IQ

QRG - CRM IQ - Editing and Adding Call Trees in CRM IQ for On-Call Emergency Schedules
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
QRG - CRM IQ - Google Chrome Browser Settings
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
QRG - CRM IQ - Profile Settings
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
QRG - CRM IQ - Generating a Blue Moon Lease
     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
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
QRG - CRM IQ - Leasing Checklist - Screening
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
QRG - CRM IQ - Rentable Items Directory
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
QRG - CRM IQ - Rent Roll with Lease Charges Report
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
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
QRG - Call Automation - Emergency Maintenance On-Call - Retrieving Calls
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