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How to Relate Contacts to a Property

How to Relate Contacts to a Property

Introduction (Please Read):

This document will walk you through the steps needed to relate contacts to a property with any manner of relationship.

Step 1: From the desired property, select the Related option in the middle and click the lookup button next to the first available space.
Step 2: On the search screen, search for and double-click on the desired contact
Lookup (1)
Step 3: Back on the property record, the contact will display in the Related Contact space. You can then type into the Relationship field to specify the desired relationship.

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