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Contact Table
The
Contact Table
serves as a comprehensive Rolodex, helping you store information for
managers, store owners, and other key contacts. If this information changes, the inspector can
update it in the field. You can assign contacts to both the
Tenant
and
Building
Tables
. The
Contact ID
field can be used for an account code, lease number or any other identifying traits.
Active Checkbox
The default for contacts is
Active
.
There are four tabs in the
Contact Table
:
General
,
Contacts
,
Links
and
Notes
.
Tutorial
To add a
Contact
:
Step 1.
Open
File
>
Contact
Step 2.
Add a new
Contact
record
Step 3.
Enter the
Contact
Reference
ID
Step 4.
Enter the
Contact Name
Step 5.
Enter or select a
Contact type
Step 6.
Enter any other specific information such as
Links
(directory, file or website)
or
Notes
Step 7.
Click
OK
to save
