Contact Details

When you add a Type to each of your Contacts you add the ability to record specific information for that contact type. For example, Susie Brown is a Lawyer and you need information about all of your legal team and what type of law they practice and in what jurisdiction. You have the ability to categories/Type the Contact as a Lawyer and then you can record that type of information. Each Type you create has the flexibility of adding it's own Contact Form and customizable fields. 

Add Contact Details

1. From within a Contact click Contact Details. Under Contact Types you'll see the various Types that are associated with your Contact
2. Click on each Type to view the Form that is associated with each Type
3. Enter the information in the form to save it to this Contact, your data will save as you tab from field to field. 

Change and Associate Forms to Types

The default Types are Seller, Buyer and Realtor and Construction. Each of these has a form designated although you can change them. If the fields listed aren't quite what you want you can edit them and you also have the ability to create new forms. 

1. Click the Type under Contact Types
2. Click the Edit icon under Contact Details, Edit icons will appear. 
3. To move fields up or down, click the arrow up/down icons to the left of each field
4. To Edit the Field designation (name) click the Pencil icon to the right of each field 
5. To add a new field enter the name of the field under Field ID 
6. Click Add Field. To add whether this is a text field, numeric, etc. click on the Pencil Icon after you've saved the field 
7. Select the Field Type from the dropdown menu
8. To hide a field in the future click the View/Hide icon in the Field Textbox. The icon with a slash through it means it is hidden. You cannot delete fields at this time. 
9. After editing a Field click the Save icon within that field to save your edits 
10. When you are finished editing the Form click the Edit icon in the upper right section of your Contact Details 

Contact Types Default Form

If your contact has several Types associated with it you can add a Default Form that will appear every time someone looks at this contact. This may be necessary if there is a certain Type that is more pertinent than the others and you want to make sure they don't miss the information or in the event that a certain Type for this contact is more populated.