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Contact Card
The contact card is your information hub for each of your clients. This screen can be accessed from various modules of the system, such as Message Inbox / Leads, Property Contacts, or CRM / Clients
The card has a large number of options. Use the different buttons to Edit contact. You can:
- Edit name, company, etc.
- Add and remove phone numbers
- Add and remove emails
- Edit address
- Edit details (birthday, ID numbers, tax registration)
- Edit Description
- Add and remove Tags / Categories / Groups
- Add and remove unlimited notes
- View linked Properties, access them, link a new property, or unlink them
- Activate Contact
Link a property to the contact
From the card, in the properties section, use the Link Property button to associate a property with this contact. The system asks you for two things:
- The relationship type: choose whether the contact is Interested, Owner, or Tenant of that property.
- The property: search for it and select it from the finder.
The property is linked to the contact under the chosen type, and appears in the matching group within the card. You can link as many as you need, and unlink any of them whenever you want.
Linking properties to a contact is a feature that requires an active subscription (Plus plan or higher).
For full details on these features, see Edit contact
This screen also lets you Add Contact!WARNING If you have trouble with this help article, you can report a problem by clicking here