Contact Details Window


Once a contact is created, you can add more detailed information to the contact and dependant on the profiles added access related records. 



You can edit the contact details by selecting the pencil symbols or by Actions > Edit contact details





Contact Information 


Multiple phone numbers and emails can be added per contact. Place your cursor over the email box or phone numbers box and select edit. 




Additional Information that you can record within this edit screen:


  • Website
  • Address
  • Correspondence Address
  • Birth date
  • Additional details
  • Employment or education details


Activate User Login

Each contact can be invited to access their account information. Dependent on the profile set, would display the related information accordingly. 

READ MORE: Setting up an on-line account for a contact


Payments 

Each contact's profile, can have an associated payments account. 

This can be accessed from the tool bar:



Or under their profile side bar:


READ MORE: Contact Payments Details Window




Communication Button 


Send emails and text messages based on default and your system templates. 


READ MORE: What is the Communication Button



Paperwork Button 


Create documents based on the contact information or contact profile related information. 


READ MORE: What is the Paperwork Button 



Files Button

Create folders and save your documents and files stored within that contact. 


Contact Persons

Add related contacts to a main contact, like Joint Landlord, Spouse, Guarantor etc

READ MORE:  Adding multiple related contacts 


Bank Accounts 

Add multiple bank accounts for a contact, select a default for payments to be made to or from when using the payment features.