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.
- Click Save to save this Company information and return to the My Contacts screen.
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