Contacts

Who is this guide for?

The accountant doesn't see this screen.

Steps

1. From the side list, press Contacts then Addendum.
2. In the Contact point Type Full name (Ijbari, for example: Ahmed Salih).
3. choose Symbol and type Phone number Local (e.g. 599123456), Add email ,company If so.
4. In the Identity and observations Selectie, pick Type of identity (National identity, residence, passport, commercial record) and write ID Number ,Remarks.
5. Click Save.

Result

The contact point is " maintained. " The person appears on the list, and you can look at the name, telephone or post.

Integrating two repeaters

1. Click Edit On the repeater.
2. In the Integrating another contact choose Who's staying? field and press Integration and then confirm.

All that is connected to the entity (units owned by potential clients) is moved to the rest, and cannot be reversed.

Important notes

• If the number is recorded on the other side, there's a contact point with this number; open the existing or activated - Keep it still. - That's someone else.
• There is no classification of the destination (owner or tenant); its role is determined by its contingent or potential client.

Who is this guide for?

The owner of the office, the real estate manager and the intermediary.

Steps

1. From the Office wallet Click Contacts, then Addendum.
2. Type Full name Igbury and..company If found.
3. Choose the State code and write Phone number Local, then email.
4. In Identity and observations Selectie, pick Type of identity and type ID Number ,Remarks.
5. Click Save.

Result

" The contact point has been kept. " Finding it in search Find a contact.

Repeat merging

1. Open the repeater, press the icon Integration icon at the top of the screen.
2. Choose who's staying, then confirm Integration.

Important notes

• If the number is recorded to another point where the window appears, " there is a contact point in this number " , choose Save However If it's really someone else.
• Only those who manage the contact points see these data.