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Add a New Contact

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Add a New Contact

1.On the Manage Listings screen, click Contacts.
2.The Contacts screen is displayed.  Your ability to complete various tasks in the Contacts section depends on your Authorization level:

Manage Contacts

3.Click New to add a new contact.
4.The Contact screen opens, where you can add details for your new contact.

The General Contact fields are described in more detail in the following table:

Field Name

Action

Remarks

Prefix

Select a value from the Prefix drop-down list.

Optional

First Name

Edit your first name.

Required

Last Name

Edit your last name.

Required

Suffix

Select a value from the Suffix drop-down list.

Optional

E-mail

Edit your E-mail address.

Required

Home Phone

Enter your home phone number.

Optional

Work Phone

Enter your work phone number.

Optional

Mobile Phone

Enter your mobile phone number.

Optional

Fax

Enter your fax number.

Optional

Preferred Contact Method

Select how you would like to be contacted.

If you choose a preferred contact method, ensure that you have entered the relevant information.

Optional

Contact Type

Select the appropriate Contact Type from the drop down list:

The default type is Potential Tenant.

If you are entering an associate, you'll want to make sure Property Manager is selected instead.

Address (Mailing)

Enter your mailing address, as described in the table below:

Field Name

Action

Address 1

Enter your mailing address.

Address 2

Enter any additional mailing address information.

City

Enter the city name.

State

Select your state from the drop-down list.

ZIP Code

Enter your ZIP code.

Optional

Address (Alternate)

Click the Alternate tab to enter an alternate address.

Optional

Photo

Upload a photo:

1.Click Browse to select a photograph to upload. A Choose File dialog box opens up.
2.Select the file and click Open.
3.Click Upload selected photo.
4.You can remove the photo by clicking Remove current photo.

Optional

Personal Greeting

Enter a greeting message in the text box.

Optional

5.Under Account Status at the top, contacts will be listed Inactive unless you select Active from the drop down box OR you enable their Web Account access.  The latter is the recommended way to activate a contact.
6.Click Save .