Associating a contact with a property

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

  1. Load the property record you want into the Property InfoViewer, or begin to create a property record.
  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 property's node, and vice versa.

    You can now specify the capacity in which the contact is associated with the property, such as Owner or Contractor. To specify a capacity, enable editing in the grid and select the contact. Then specify the capacity code in the Contact Capacity field and click Accept.