Contact Setup
LogiPro enables you to maintain various types of contacts to properly track and link them to their respective accounts, tasks, invoices, payments and history.
The contact types include tenants and leaseholders, managing agents and service providers.
New Contact Setup
To create a new contact:
Click Search > New Contact > select the new contact type. The new contact type window displays.
1. The drop down list displays the contact type. You have the option to change the contact type from this list.
2. In the General section, enter the Company Name and other relevant Contact and Email Addresses details.
Note: All fields marked in red are required fields.
3. Click OK to save the contact.
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