Page Comparison

1. Main Office & Key Contact

Either of these records can be changed:

• Click the office or contact link
  

• Select the required office or contact from the list

2. Adding Superior landlord, Emergency contact or Additional contact

• Click  and select the relationship type from the list

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• Search for the required contact
  For notes on searching, see 2a

  If found, double-click to add the company/contact record

  If not found, click Add 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

• Select whether to search for Companies or Individuals
  Selecting Companies searches company records and selecting Individuals searches contact records 

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• Use the Name and Telephone/E-mail fields below to search by name or contact details

• Searches can also be filtered using options on the left of the search screen

• Click Search or press Enter on your keyboard to initiate the search

3. Adding 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

4. Removing relationships

Additional relationships can be removed ; - 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