Contacts FAQs

🏠 How do I add a Landlord record?

To create a new Landlord Contact:

1. Click New Contact.

2. Use the dropdown next to Type and select Landlord.

3. Fill in the remaining details.

4. Click Save.

📋 Can I copy a Contact?

Yes! To duplicate a Contact:

1. Locate the Contact you wish to copy.

2. Click the Advanced tab.

3. Click Copy Contact.

This will create a duplicate of the selected Contact record.

🗑️ Is it possible to delete a Contact?

To permanently delete a Contact:

1. Find the desired Contact.

2. Go to the File menu and select Delete.

3. Confirm the deletion when prompted:

   • Click No to cancel.

   • Click Yes to proceed.

4. A final confirmation will appear—click Yes to delete the record permanently.

⚠️ Deleted Contacts cannot be recovered.

🔗 How do I link two or more Contacts together?

To link existing Contacts:

1. Open the Link Contact record.

2. Click Edit.

3. Go to the Advanced tab and click Link To/Unlink.

4. In the Find Link to Contact screen, search for the Primary Contact.

5. Click Select, then Save.

This creates a relationship between the two records for easier tracking.

📧 Where can I see emails I’ve sent to a Contact?

To view email correspondence:

1. Open the desired Contact Record.

2. Click the Correspondence button on the ribbon.

3. To filter by emails:

   • Click the TYPE button in the bottom left.

   • Change the filter to Emails.

You’ll now see only email communications associated with that Contact.