With a development there will be many third parties who will be involved in the project from planners, architects, builders, contractors etc. The Contacts section allows for their details to be recorded in one place and to be associated with the development.
Contacts - Add or Edit
- Click [Create New] to open the New Contact window
- Click [Edit] to open and edit an existing highlighted contact.
- Selector your contact from the drop down list, type in a least 3 letters or use the filter. Note you must have added the contact as an account prior to this step.
- Select or edit the Operating Location if relevant, Contact Type and their Role. Remembering that these can be set up in you Lookups.
- Click [Save] to save your new contact or save your edit.
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