Create Individual Contacts |
||
To add a new individual contact to your database…
- From WinTOTAL’s contact manager, click Add in the toolbar.
- When the Contact Details screen appears, select the
option at the top to indicate that you’re adding an
Individual.
- Next, select at least one option from the Type of contact check boxes. You can choose as many as you like.
- If you’d like to limit access to this contact to yourself, un-check the Public Contact box. If this is checked, all of the users on your system can view this contact.
- Complete the remaining text boxes for this individual and be sure to
select the appropriate company from the Assign to Co. menu.
Note: Keep in mind that the drop-down company list only contains company contacts that you’ve created thus far. If you need to add a company to the list, add it first and then assign this contact to the company later. - Depending on the contact Type you indicated you have different options available:
For Appraiser Contacts
- Choose an XSite User profile that corresponds with this appraiser if you’ve integrated WinTOTAL with your XSite.
- Fill out the appraiser’s license and certification in the fields provided.
For Client and Lender Contacts
- Create a Username and Password for your clients to use when they log into your XSite to place orders and check order statuses.
- Resend a password to clients who have lost their usernames and passwords
for your XSite.
Note: These options require that you have integrated WinTOTAL with your XSite. For more information on this process, see the Create Client Accounts section of this user guide. - Finally, type any notes about this contact in the available Notes box.
- When the contact information is complete, click OK to save this contact to your database.
a
la mode and its products are trademarks |