Contacts
How to enter and manage contacts for Residents and Prospects
ResiDex will allow you to record a list of contacts for a Resident, or Prospect. You can enter detailed information such as name, address, phone numbers, and relationship for each.
Entering contacts into ResiDex will provide quick access to all phone numbers and
addresses you may need, and will allow the ResiDex Task Manager to work much more effectively.
To Enter a Contact for a Resident or Prospect
- From the Resident Profile (or Prospect Profile) Screen - click Contacts
- Press New
- Enter the contact's first and last name
- Enter the contact's address (optional)
- Select the Type of phone number from the option list
- Enter the phone number
- Enter an email address (optional)
- Enter a contact Note (optional) - you may record work hours, "best time to call" hours, etc.
- Select the Roles ; that this contact has for the Resident
- Select the Relationship from the Option list - If a relationship is not listed, you may add a new relationship type to the list.
