Adding additional contacts/relationships
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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2. Adding Superior landlord, Emergency contact or Additional contact
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2a. Notes on searching
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3. Adding Insurance responsibility contact/company
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4. Removing relationships Additional relationships can be removed - the Main Office & Key Contact cannot
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