Enter Contacts

From the Contacts panel, you can add, edit, or delete contact information for the lease or portfolio item. The information you enter for contacts is available in the Contacts by Building/Structure/Land/Lease Report generated from the Portfolio Management application.

Note: Contacts are associated with the portfolio item you are working with, that is, with a building, structure, land, or lease. When you generate the Contacts by... report, you can select Contacts by Leases or Contacts by Buildings/Structures/Land. Contacts by Leases shows the contacts you associated with a lease; Contacts by Buildings/Structures/Land shows the contacts you associated with a building, structure, or land.

Accessing the Contacts Panel

You can enter contacts using the Contacts panel accessed from either the Portfolio Administration or Lease Administration/Add/Edit Wizard (Contacts tab), or from the Lease Administration/Add/Edit Form - Complete task. Before adding contacts, you first select the portfolio item.

For more information, see

Procedure: Entering Contacts

To add a new contact for the portfolio item:

Click Add New at the top of the Contacts panel.
The Add New Contact dialog appears.
Enter the following required field:
Contact Code: A unique identifier for the contact. The contact code is used to identify the contact in the Contact list, so enter a code that distinguishes the contact if there are others of a similar type.
Enter any additional information you want to track for the contact.
The Contact Type Use this field to classify the contact. This field is helpful in locating a specific contact when you are storing multiple.
Notes: Use this field to enter additional information about the contact.
Contact Status: Use this field to designate the contact as Current or Old.
Click Save on the Add Contact pop-up window.

To edit a contact:

Select the contact in the Contact List.
The contact information appears in the Contact Details section.
Click Edit .
The Edit Contact pop-up window appears filled in with the information.
Edit the information and click Save.

To delete a contact:

Select the contact in the Contact List.
The contact information appears in the Contact Details section.
Click Delete.
A confirmation message appears.
Click Yes.

Next Steps from the Add/Edit Wizard

If you are working from the Add / Edit Wizard, do one of the following: after working on the Contacts tab:

Continue: From the Contacts tab, click Continue to Enter Base Rents for the lease. You can click Continue from any tab to move to the next tab.
Finish: Click Finish if you have completed your entries. This returns you to the Action and Type step from which you can make new selections to work with another portfolio item. See Add/Edit Wizard Overview
Back: Click Back to return to the Documents tab. See Associate Documents.