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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, or unlink them
- Activate Contact
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