Sunday, June 6, 2010

OMS properties linked to contacts

We’ve added a helpful new feature on the contacts module. When you open up any contact you will now see a ‘property’ tab. The property tab will list all the properties linked to a contact.  It will show the property reference number and address. Click on the link and it will open the particular property in a new window.

4163766_723a_625x625[1]

If the contact is linked to more than one property, it will list all the properties here. Ideally, if you work with the same client again in the future you will see previous sales/mandates associated with the client.

No comments:

Post a Comment