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Adding additional contacts/relationships

Adding additional contacts/relationships

Owned by Fiona Hardy
Last updated: Jun 30, 2022
3 min read

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:

  • 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

  • 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

2a. Notes on searching

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

  • 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

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