We’ve improved & activated the ability to add new or existing contacts on property mandates.
From the property mandate screen, you can add a new contact. The system then automatically checks for any duplicates using a number of criteria including first & last name, mobile number and email address.
It will warn you if a duplicate is found (A). A list of duplicates will be shown with the option to open the contact in a new window or link it to your property that you have opened (B).
When an existing contact is linked to a property you will of course see it as a linked property under that contact. The system caters for linking contacts to multiple properties thus having a global and single view of a contact. This way you can keep track of any previous mandates for your contacts.