Why?
To get the most out of the system you should be storing contact information against your properties, requirements and transactions.
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How?
We actually make it super easy to store contact info in the system, you'll come across the 'Create Contact' steps when you:
Create a disposal (store the Landlord)
Create an requirement (store the applicant data)
Create a viewing (store the viewee)
Create a transaction (store the tenant)
They all follow similar steps which we've summarised below.
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Follow these simple steps...
1. Search to see if they exist
In most cases when you try to add a contact to a record (e.g. a requirement) we first get you to check if they exist in the system already. If not then we'll let you create a new company / contact.
2. CreateÂ
If creating a contact you simply fill out as much information that you can as below. Then press save - simples 😊
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Success - you just created a contact!
