Address and Contact Information fields are blank, changing, or incorrect (Aurora Only)

This document explains how to update contact information in WinTOTAL Aurora to ensure that the invoices, forms, and even delivery tools populate with complete information.

Document 5079  ¦  Last updated:  02/15/2017 ACN

This document explains how to update contact information in WinTOTAL Aurora to ensure that the invoices, forms, and even delivery tools populate with complete information.

Updating your office settings so that it transfers to the invoice properly

  1. Open WinTOTAL and click Options, then Change Office Settings.
  2. When the Office Settings screen appears, update the contacts information listed there and, if necessary, enter your Federal Tax ID and Employer ID.  If necessary, you can also indicate that this information should appear on your invoices by checking the Show on Invoice boxes for each of those items.

  3. When finished, click OK to save your changes.

Adding Lender/Clients to WinTOTAL's Address Book

Next, you must add your lender/clients to WinTOTAL’s Address Book. To do this:

  1. Open the Appraisal Desktop and click Contacts in the upper right corner.
  2. Click New in the toolbar to add a new contact.
  3. Indicate whether this contact is an Individual or Company by marking the corresponding option and then mark the boxes for Client, Lender, or both.
    If you add a company contact, you must add individuals to the company so that you can indicate which loan officer you're doing business with. Otherwise, you may need to assign the individual contact to an existing company in your address book. To do so, just choose the appropriate company from the Assign to Co drop‑down menu.

  4. Click OK when finished to save your changes.

Add your company and individual information to the contacts database

Even though you've added your company information into the Office Settings, you should still add it officially to the contacts database.

  1. Open the Appraisal Desktop and click Contacts in the upper right corner.
  2. Click Add in the toolbar to add a new contact.
  3. Select the option for adding a company.
  4. For Type of Company, choose Appraiser.
  5. Enter your company information as completely as possible.
  6. Now, under the Contacts in company section, click Add (Alt-A).

  7. Enter your information including your license information.

  8. Click OK when you are through adding your information.
  9. When back in the Company screen, you can either add more appraisers or click OK when you are through.

You and your company are now in your contacts database. Remember if your license information ever changes, just go back to your contact record here and update it.

Using contacts in the Orders PowerView

For the most reliable transfers, it's best to use your address book entries instead of manually typing contacts into the Orders PowerView.

  1. Open the report with incorrect information showing in the invoice or on the form.
  2. If you're not already in the Order PowerView, click the Order button in the upper right corner to access the Order PowerView.
  3. In the assignment section, click the contact icon next to the entity you are needing to enter and select them from the list. You may have more items in this list than you've entered because contacts can be added automatically. However, automatic contacts may not have complete information in them so you could end up having empty spaces for things like an address or appraiser license number. To remedy this, go into your contacts database and add information to these contacts.

    If you don't want contact details to pop up over your order form, mark the item for "Extended Contacts" in the Options pod on the left.  The end result is that your order form (on screen) will be extended and all the contact details shown below the order details.
  4. In the Billing & Delivery Summary (upper right) section of the order, click the business person icon beside the Bill To field and select the appropriate contact from your drop‑down Address Book.  If the Bill To contact is the same as the Lender/Client, you can always use the Same As drop‑down menu to indicate that instead.

  5. Be sure to click Save when finished to save your changes.
You can add, edit or delete address book entries “on-the-fly” from the Order PowerView by clicking the yellow book icons beside contact fields.

You should now be able to open your report to the invoice and have the information in both the To and From fields display correctly as well as have correct appraiser and lender address transfer correctly where needed.

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