Add Individual

Add Individual

Follow the instructions below to add an individual contact:

1. In TOTAL's Contacts PowerView, click Add Contact in the top toolbar.

   

2. Select Individual as the record type on the upper left and choose whether this is a Staff contact or a Customer contact. Then, mark the Contact Type(s) that apply to your contact. Options include:

   Client Lawyer

   Lender Owner

   Agent Other

   

3. Click through each tab and complete the contact's details:

   • In the Name & e‑mail tab, enter the contact's first and last name at a minimum, and fill out any additional details.

   • In the Work tab, select the Company associated with the contact (if any) and fill out the company contact information. Select Use company address to automatically insert the address from the selected company.

   • In the Notes tab enter any notes you'd like to keep about this contact into the provided box.

   • If this contact is marked as Staff, an additional User & License Settings tab is displayed. In this tab you can add, edit, or remove licenses and signatures, change the password this user uses to log in to TOTAL, and verify their identity for eSign signatures. Click here for more information about editing TOTAL users.

4. Click Save to apply your changes and save them to your contacts database.