Key Contacts

Use Key Contacts to store all of your internal and external contact information. Similar to an address book, you can list all the phone numbers and addresses you use most often. Contact records can be created to reflect specific staff positions or areas of responsibility.

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Add Key Contacts

Edit a contact

Remove a contact

Add Key Contacts

To add a contact, follow the steps below:

Step	Action
1	Click the Key Contacts link from your Property dashboard.
2	Click the Create a New Entry button. The Contact Information pop-up window appears.
3	Fill out applicable fields.   Note: At a minimum provide first and last name, job title in the company name field, phone number, and email address.
4	Click Save and Quit to save the contact information and return to the Key Contacts screen.
5	Click the property name at the top of the screen to return to the Property Dashboard.

Edit a contact

Follow the steps below to edit a contact:

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Remove a contact

Contacts cannot be deleted but you can inactivate them.

Step	Action
1	Click the Key Contacts link from your Property dashboard.
2	Click the Edit link for the contact you need to update.
3	Click the Inactivate button. The contact is automatically removed from the list. Tip: Click the Review Inactive Contacts button to take you to the list of contacts you have removed. To re-activate a contact click on the Activate link.
4	Click the property name at the top of the screen to return to the Property Dashboard.

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