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Contact Associations (History)


This facility allows you to view each Contact’s associations with your agency. For example; display properties that are ‘owned’ by the Contact or ‘current listings’, ‘current contracts’ etc.
 
1.       Click on the Contacts Function/Menu button.

2.       Locate the Contact. See: Search for a Contact or Advanced search for Contacts for further
information.

3.       Double click to open the Contact Active Window.

4.       Select the Associations tab.

5.       All property associations (history) will be displayed.

6.       Click on the + sign to expand the details, alternatively click on the – sign to collapse details.

7.       Click on the  next to any item to display the relevant property details, i.e.: Listing details if it
is a current listing or Contract details if it is a current Contract etc.

8.       Click on Save and Close, alternatively click on the X at the top right corner of the Active
          screen, a message will appear “Do you want to save changes?” Select Yes, No or Cancel 
accordingly.