Contacts

The Contacts tab in the upper-right corner of the window shows a list of contacts made with the occupant or address. Contacts can be manually entered via a contact transaction or automatically generated when an e-mail confirmation is sent as part of a transaction such as a start (see About E-mail Confirmations).

Contact types and reasons must be set up prior to creating contacts in Customer Service. See Contact Type and Contact Reason in the Setup Manual for more information.

Once a contact is entered, it can be displayed in the Transactions tab by highlighting the contact in the Contacts tab. In the case of an e-mail contact, if the template is flagged to archive e-mail, the Show Document button will be active. Click this button to view the e-mail that was sent in a browser window.