Associating a contact with an address

By associating contacts with an address you can indicate whom your agency should correspond with regarding issues that affect the address. An address contact may be a property owner, a caretaker, or a tenant.

  1. Load the address record you want into the Address InfoViewer.
    You access the Address InfoViewer by clicking the Street Name or Address link for the address on any form that shows the link or by right-clicking the address's node in the Contact and Property Browser and selecting Open Address.
  2. On the Contacts tab, click Add above the grid.
  3. Enter search criteria at the top of the dialog box to locate the contact that you want to associate.
  4. Click Search.
    Infor Public Sector shows a list of contacts that match your search criteria.
  5. Select the correct contact and click Select.

    Infor Public Sector closes the dialog box and shows the contact in the Contacts grid. In the Contact and Property Browser, a node for the contact will be displayed within the address's node, and vice versa.

    To add information about the contact's association with the address, enable editing in the grid and select the contact. You can specify the capacity in which the contact is associated with the address, indicate whether the contact is an owner or occupant, and specify the dates of ownership or occupancy. When you're finished editing contact information, click Save.