Add a Contact


*Click here to view the corresponding article for the mobile app
 

 

1. A contact can be added to the system via - 
Universal Search Bar, Quick Add in the top right-hand corner or via the Contacts tab. 
 
 
2. Contact: Create box will appear when an 'add a contact' method is selected. 
 
Fill out applicable details on this screen. 
 
Note - First name, last name, and Contact class will need to be completed as a minimum. These fields will have a red asterisk*.
 

Title

Salutation (If this field is left blank, the contact's first name will be used on letters that are sent from the system)

First Name & Surname (These fields are compulsory unless the contact class 'Business' is ticked)

Phone numbers

Email (Agentbox automatically checks a valid email address has been entered)

Company (This field is compulsory if the contact class 'Business' is ticked)

Job Title

Residential Address, Postal Address (check box to enter in a postal address)

 

 

Contact Method:

Anniversary Date

Contact and Custom Classes: Search and select from the drop-down to include and exclude standard or custom contact classes

Contact Source: 

 

 

 

Assigned Staff (depending on office sharing policies, this can be used to give access) Please see Contact ownership for more information. 

Contact Comments

Subscriptions:  Newsletters, Property Updates, OFI Times, Auction Reminders, Sales Results, Christmas Cards (Note - Christmas cards subscription is office dependant)

 

 
3. Click Save and Proceed
 

Contact card will now be created and will appear on the screen with contact details. 

 
 
 
*Notes:

- Agentbox requires either an email address or mobile to eliminate the possibility of duplicates. A contact can still be created with only a phone number or physical address.

- At least one Assigned Agent is required on each contact.

- Master Users can see all other user's custom classes

- Master Users can remove other users permission to add new custom classes

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