Add or Edit Contacts

You can add or edit data about Contacts. A Contact is a person, service provider, or organization that is involved in your properties. Examples of these would be: cleaners, plumbers, electricians, rental agencies, banks, and local government. A Contact can be associated with a specific property and/or a specific tenant.

Add a New Contact

1. To add a new Contact, go to the Contacts or Tenants screen.

2. Click on the Add Contact button .

3. The Contact Details screen displays.

4. Complete the Contact Data by typing or selecting the information into each field.

5. If a data field is yellow, that data is required for the tenant record. If a data field is white, that data is optional.

6. When all the data required/available is entered, click OK.

7. The Contact data is saved.

Edit a Contact

1. To Edit a tenant, go to the Contact screen .

2. Find and select the Contact in the Contact list.

3. Click the Edit Contact button .

4. The Contact Details screen displays.

5. Edit the details, then click OK. The changed Contact data is saved.

Contact Details Screen Values

• Property - If desired, link a Property to the Contact.

• Tenant - If desired, link a Tenant to the Contact.

• Category - Select a Category for the Contact.

• Last Name

• First Name

• Title

• DOB - Date of Birth, if relevant.

• Company

• Email

• Mobile Phone

• Home Phone

• Work Phone

• Contact Address

• Notes - Enter any notes about the Tenant.