This is the main screen for your Contact details.
TABLE OF CONTENTS
Edit window
Click on the Edit button to edit the contact details
Name
Title, First Name & Last Name & partner’s First name Last name
Company
The Company that the contact works for and their occupation
The contact Company column is an option that you can display in your people grid.
Known as
This box is used for how the person is known,
Example First name Jonathan Doe & Judy Doe the known as will be Johnathan & Judy.
Or you can set this box manually or use the autofill button
The Known as is used in email templates and letters e.g. Dear + known as or Hi + known as
Contact
The contact box is used when you want to direct your communication with a specific person.
Example; John Smith is the contact for xyc pty Ltd
Autofill button
Click on the Auto fil button to create the Legal name, Known as and Address to
Use the auto fill button to automatically update the Known as, Legal, Address to and Contact boxes.
Legal name
The legal name of the Vendor
Buyer
Buyer Prospect or a Buyer - You can set any contact in your database to be a current Buyer
Just click on the Buyer – prospect checkbox more...
Vendor Prospect -
When a contact is added to an Appraisal the owner will be automatically added to your database as a prospective seller
Or just click on this check box to set any contact in your database as a Vendor Prospect
Status
Click on the Active button to mark your contact as Archived
Active - Current contact in your database
Archived - As soon as you are no longer working with a contact mark them as Archived
Star rating
Use the Stars top mark your hottest contacts. The starts is another method of grouping your contacts, you might choose to make your ‘hot leads’ as 5 stars , you can use it in anyway that you want.
Rating column
If you want you can also select the Rating column to display in your people grid.
