Contacts
Create a Contact - From Create File Screen
1. When creating a new file, a contact may be created by clicking on the add () button. Select the contact type (i.e., Person or a Company). 2. New Contact Screen will open. Click on Edit () button to enable screen. 3. Fill in the following contact ...
Leads: Manage Prospective Clients
Leads are prospective clients. An existing contact can be assigned as a lead/prospective client. If a lead/prospective client is no longer a lead, you can remove the contact from the prospective clients report. 1. Click Admin on the Main Menu. 2. ...
Service Providers: Manage Service Providers
A service provider can be assigned to various customer files. 1. Click Admin on the Main Menu. 2. Click on Contacts 3. Contact screen will open. 4. Select Service Providers from the ribbon-bar 5. List of Service Providers will open. Add a Service ...
Agents: Manage Agent Profiles and Commissions
An agent can be assigned to various customer files. Users are able to add default commission split and income accounts (reports) to the agent profile. 1. Click Admin on the Main Menu. 2. Click on Contacts. 3. Select Agents on the menu heading. 4. ...
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 ...
All Contacts Report
A contact can be assigned to various contact categories (e.g., Landlords and Service Providers). The contact will appear on all the reports categories that the contact is assigned to. Users are able to remove a contact from a category without ...