Appraisal Desktop > Contacts > Create Company Contacts
     
 

Create Company Contacts

 
     

To add a new company contact to your database…

  1. From WinTOTAL’s contact manager, click Add in the toolbar.
  2. When the Contact Details screen appears, select the option at the top to indicate that you’re adding a Company.

    EditCompanyContact
  3. Next, select at least one option from the Type of contact check boxes. You can choose as many as you like.
  4. 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.
  5. Complete the remaining text boxes for this individual or company.
  6. You can add individuals who work for that firm using the Contacts in Company box at the bottom of the screen. Click Add in the Contacts in Company box.
  7. Complete the individual’s information and click OK. Use the Edit and Delete links to modify existing contacts for that company. Continue adding as many individual contacts as necessary for this company.
  8. Type any relevant notes about your contact in the available Notes box. 
  9. When the contact information is complete, click OK to save this contact to your database.


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