Manage Contact List on Inspection Record

Manage Contact List on Inspection Record


1. Click Admin on the Main Menu. 



2. Click on Customer Files.



3. Select Rental or Sales on the menu heading.

4. Click on the File Name to open file. 



5. Customer File will open. Click on Inspections on the file tab ribbon bar. 



6. Inspection tab will open. 

7. Click on the Inspection Record button. 



2. Selected inspection record screen will open.  
3. Click on Edit button.



Add Contact to List

1. Under the inspection record screen, scroll to the Contact List section. Click on Add Contacts button.



2. Contact List will appear. 
3.  Users can choose to link:
  1. Option A) Link an Existing Contact– type in the search field. PropWorx will filter results of existing contacts. Select by clicking on the contact to be linked to the file. Repeat loading contacts if required.

  1. Option B) Create a New Contact– click on the Create New Contact button. Select the contact type (i.e., Person or Company). Create New contact screen will appear. Repeat if required.


4. Repeat as required. Selected contact/s will appear on the record under Contact List section.

Edit Contact on List

1. Under the inspection record screen, scroll to the Contact List section. Click on the edit () button next to the contact.



2. Contact Profile will open. Click on the edit () button.
3. To confirm changes, click Save () button.


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Remove Contact from List
1. Under the inspection record screen, scroll to the Contact List section. Click on the delete () button next to the contact.



2.  Click yes on the delete prompt. 



3. Selected contact/s will be removed from contact list.