Add developer as a relationship on a property record

Owned by Fiona Wilson, created
Last updated: Nov 04, 2021
2 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

A developer can be added as a relationship on a property record

1. Add as additional contact

From the property record:

  • In the Relationships panel, click

  • Select Additional contact

    The Additional Contacts window is displayed

  • Click Add

    The search screen is displayed to allow you to search for the required contact

2. Add contact as developer

The selected contact is displayed in the Additional Contacts window

  • Ensure that the Contact Type is set to Developer

  • Click Exit

 

3. Developer relationship added

The developer details are added to the property record as a relationship