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This guide has been reviewed against our global client base and classed as relevant to all regions |
All estate records have a Main Office and Key Contact associated to them which default to the details of the user who added the record, but they can be changed as required - which office/contact the estate is associated with impacts who receives the notifications for this estate on the Organiser
After saving a new estate record, new relationships can be added to the record too - default options of Superior landlord, Emergency contact and Additional contact can be added - once added, the labels can be edited to suit
The Insurance responsibility contact is also selected here - this label cannot be changed
1. Main Office & Key Contact Either of these records can be changed: |
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Adding Superior landlord, Emergency contact or Additional contact Click  and select the relationship type from the list  Image AddedSearch for the required contact
For notes on searching, see 2a If found, double-click to add the company/contact record If not found,
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to add a new company/contact record The contact/company name will be shown on screen Where required, the label can be changed - click into it to edit
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2a. Notes on searching |
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or Individuals
Selecting Companies searches company records and selecting Individuals searches contact records  Image AddedUse the Name and Telephone/E-mail fields below to search by name or contact details Searches can also be filtered using
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Insurance responsibility contact/company Click and select Insurance responsibility from the list
Contacts/companies already added are displayed
Select the required contact/company and click Accept
Or click Search for a contact/company
The contact/company name will be shown on screen (as shown in step 4)
The Insurance responsibility label cannot be changed
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4. Removing relationships Additional relationships can be removed |
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- the Main Office & Key Contact cannot Hover mouse pointer to the right of the additional relationship to be removed
Click the red cross to the right of it
Click Yes to confirm removal
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| Excerpt |
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All estate records have a Main Office and Key Contact associated to them which default to the details of the user who added the record, but they can be changed as required |
