Creating Individual Contacts |
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From the Contacts drop-down menu in the main toolbar, click Add a New Contact.
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If the My Contacts screen is already displayed, click the Add button in the toolbar, then select An Individual at the top of the Contact Details window.
- In the Contact Details screen, complete all applicable fields for this company.
- At the top of the window, select the appropriate Type of Contact for this individual. Note that you can select more than one type.
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Note: When an individual is associated with a company, the Type of Contact (Appraiser, Client, Lender, etc.) applied to that company is automatically assigned to the individual as well. | ||
- Click the Public option to make this company available to anybody with a User Account on your site.
- If this contact is associated with a company already in your database,
select that company in the Assign to Co: drop down menu in
the lower half of the screen.
Depending upon the type you select, additional options may appear on the right side of the Contact Details window.
Appraisers - If the appraiser you're adding already has a user account on your site, you can select that user from the drop down menu that appears. This automatically fills in much of the contact information. Also, you're provided with spaces to enter professional licensing information.
Clients and Lenders - If your contact is either a Client or a Lender, you're given the opportunity to create a client login account so this individual can place orders, check for status updates and pick up reports you've delivered through your XSite. Click the check box, and then fill out the relevant information for this contact. Your client will receive an automated e-mail letting them know their login information for your site.
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Hint: You can choose any username that's not already in use by another XSite customer. However, you may find it easier (and easier for the customer to remember) to just use their e-mail address. | ||
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Note: If you enter a username for your client that's already been assigned to another user, chances are, the individual is already using the XSites Network and has an existing account. Rather than create a new account, click the link below the password fields to search the Network an existing account and notify the customer that they can now use that account on your XSite. | ||
- Click Save to save this Company information and return to the My Contacts screen.
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