Contacts FAQs

How do I add a Landlord record?

1. Click New Contact

2. Click the drop down next to “Type”

3. Change this to Landlord

4. Fill in the remaining details of the Contact

5. Click Save

Can I copy a Contact?

1. Find the Contact

2. Click the Advanced tab

3. Click the Copy Contact button.

The Copy Contact will make a duplicate of the currently selected Contact.

Is it possible to delete a Contact?

1. Find the desired Contact

2. Then from the File menu select Delete.

3. A message prompt will appear asking 'Are you sure you want to delete these details?' clicking No will return you to the Contact screen and clicking Yes will display a final prompt asking if you want to delete the details, clicking Yes will delete the record permanently.

How do I link Two or more Contacts together?

1. If the Contacts already exist find the Contact record (the Link) you wish to link to another Contact record (the Primary).

2. Click the Edit button.

3. Under the Advanced tab of the ribbon menu click the Link To/Unlink icon.

4. In the Find Link to Contact screen find the Contact that you wish to link to (the Primary).

5. Click Select.

6. Click Save.

Where can I see Emails I’ve sent to a Contact?

1. Find the desired Contact

2. Click the “Correspondence” button on the ribbon of the Contact Record.

3. To see only emails → Click on the “TYPE” button bottom left

4. Change this to Emails