There are many options you can use with your contacts on the Contacts tab of a property. This article will go over each section so you have a better understanding of how this tab is beneficial to you.

You can create a new contact specific to the property you are working on by clicking Create Contact. This will open a new section where you will fill out the information about the contact.

To learn more about creating a new contact, follow along with this article: Adding New Contacts.

To the right of the Create Contact button is the Search Contacts text box. Use this to add existing global contacts to the property. Type in the name of the contact you want to add and click on them.

Below the Create Contact button is Select: All | None. This is what opens your mass action options, which only deletes contacts. Using this is a great way to remove multiple contacts from the property at the same time.

Next in that row is Contact Details: Expand | Collapse. Each contact card has the personal information, business information, and calendar date invite listed under the Contact Details. This is a helpful way to open all of the information for the contacts.

If you know that all the contacts listed in the property belong to the same group, you can click Assign Contact Group next to Options. This will open the Groups assignment page, where you can add the group associated with the contacts.

You can import your contacts through an integration you have connected, such as Follow Up Boss.

The checkbox is used to select a contact so you can remove the contact. This is helpful if you need to select more than one.

To open the Contact card, click the drop-down arrow or the contact's name. If you need to copy the contact's name, click the paper icon.

The first option in this section is the trash icon which removes the contact from the property.

Next in the row is the P button. This is a priority button that you can set to HIGH, MED, or LOW, depending on how critical it is that you view the contact.

You then have these communication options: call, email, text, or add a note.

If you need to update your contact, click Edit. This article goes over editing a contact in more detail: Editing a Contact.

To send a message regarding the contact, click on @ New Message to open the message composer. To learn more about sending a message, check out this article: Sending a Message From the Contacts Tab in a Property.

The six dots to the left of the Personal Information allow you to sort the contact card into a new position. This is helpful if you are working with a specific contact regularly and want them at the top.

You can modify any personal or office information by clicking on the details and changing it. Be sure to press Enter/Return on your keyboard to save the changes.

You can also include the contact on all calendar date invitations. This is a great way to keep your contact up-to-date on any scheduled events regarding the transaction.

If you need to change the contact role for the contact, do so here. This will only change it on the property, not the global contact.

Lastly, you can send a client portal invite to the contact. This gives them a read-only view of the transaction so they can stay in the loop with what's going on. To learn about sending client portal invites, read this article: Sending a Client Portal Invite.