Loading and Managing Contacts
Contacts within WeconnectU refers to the contact details of your Landlords, Tenants as well as any other Contacts that you wish to create within the system.
- Search Contacts - You can search for a specific contact using their name, surname, Id number or mobile number
- Options:
- View Archived - Contacts being archived will remain in this folder and can be unarchived at any time
- Export Data - This will export all contact information into an excel spreadsheet
How to upload a Contact:
- Click on the New Contact Tab
- Title: Select the applicable title for the contact
- Enter the First Name
- Enter the Last Name
- ID Type - Select ID type form the drop down list
- Enter ID Number (compulsory - the system will check that the ID number is unique in the system)
- Enter Email Address - This is so that communication can be send to the contact
- Enter Mobile Number
Should the Contact Person be the representative of a Juristic Entity, tick the box and them complete the additional information as set out below:
- Entity Type - Choose entity type from Dropdown
- Entity Name - e.g. Name of the Company
- Registration Number - complete the Registration Number (compulsory - the system will check that the Registration Number is unique)
- VAT Number - Complete the VAT Registration number
- Click on Create
Once the contact is created you can view and edit the contact to make changed and add any additional information:
- Designation - Can be used to indicate a Contractor or Complex Manager etc.
- Other Emails - Additional address will automatically be cc'd in communication send to contact if the box is ticked. Multiple email addresses to be separated by a comma.
- Phone - can add additional phone number
- Website Link - complete if the Juristic has a website address
- Notes - Some general notes or comments about this contact