This area allows you to enter the conveyance, solicitor or settlement agent details.

1.       Select the Properties Menu/Function button.

2.       Click on the Listings Option Button.

3.       Ensure the appropriate Department is displayed/selected from the Department Drop Down

List. I.e.: Residential. Commercial etc.

4.       Locate the Listing in the grid or see Search for a Listing

5.       Double click on the Listing to display its details in the Active Window.

6.       Click on the Conveyancer tab.

7.       Click on the Name button to select the Conveyancer, Solicitor or Settlement Agent for this

listing. Search the Conveyancer category of the Contact database to see if this Conveyancer, Solicitor or Settlement Agent has been entered previously. See: Search for a Contact

 

8.       Alternatively you may add a new Conveyancer Contact by clicking on the Add New button.

See: Create a new Contact

9.       Enter any Notes to Conveyancer / Solicitor if applicable.

10.     Click on Save and Close to save the information entered, alternatively click on the X at the top

right corner of the Active Window, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.