Contacts: Manage Contact Profile
There are two ways to manage the contact's profile:
Option 1: Manage Profile from the Contacts Report
Option 2: Manage Profile from the Customer File
Manage & Access Contact's Profile
Option 1: Manage Profile From Contacts Report
1. Click Admin on the Main Menu.
2. Click on Contacts
3. Contact screen will open. Select the All Contacts from the ribbon-bar.
4. Click on the Contact Name to open contact's profile
5. Contact Profile will open.
To Edit: Click on Edit to add or modify record details.
To Save: Click on Save Changes to update record details.
Option 2: Manage Profile From Customer File
1. Click Admin on the Main Menu.
2. Click Customer Files.
3. Click Rental or Sale
4. Open the Customer File by clicking on the file name.
5. Customer File will open.
6. Click on the file tab that the contact is linked to on ribbon bar (e.g., Landlords, Tenants, Buyers, Sellers, etc.)
7. Click on the Contact's Name to open the profile.
2. Contact's profile will open to view details. Click on Edit to add or modify contact's details.
3. Click on the profile update button (
)
4. Search device for contact's profile photos. Select photo file and click open.
5. The selected picture will upload and link to the contact.
6. Click on Save Changes to update contact's details. Contact Profile card will update with the profile picture.
Manage the Contact Profile Picture
A profile picture is the image that represents the contact profile and will display as an avatar next to the contact profile card.
By adding and deleting a contact's profile picture, will update the changes everywhere the contact appears.
Add Profile Picture
1. Click Edit and click on the profile update button ()
2. Search device for contact's profile photos. Select photo file and click open.
3. The selected picture will upload and link to the contact.
4. Click on Save Changes to update contact's details.
5. Contact Profile card will update with the profile picture.
Delete a Profile Picture
1. Click Edit and click on the profile delete button (
)
2. Click Yes to accept delete prompt.
3. The image will delete off the contacts' profile.
4. Click on Save Changes to update contact's details.