How do I add People to a Transaction

How do I add People to a Transaction

To add people to a transaction

  1. Click Properties menu
  2. Click the search button to find the property
  1. Enter a portion of the property address
  2. Click search
  3. Click the property address to modify

Adding People associated to the property

  1. Click the People submenu
  2. Click the + symbol to add a seller in transaction
  1. Type any part of the seller's name
  2. Click the search button
  3. Click the seller name

To open the details of the seller

  1. Click the hyperlink for the name of the seller

The details of the seller will be shown and linked to People menu.

To change the seller in a transaction

  1. Click the seller field
  2. Click the magnifying glass button or the field to search for a seller
  1. Type any part of the seller's name
  2. Click the search button
  3. Click the seller name
  1. Click the save button

The new seller will be added to the transaction.

To delete a seller from a transaction

  1. Click the seller field
  2. Click the delete button

The seller will be deleted from the transaction

To add a vendor / partner to a transaction

  1. Click the + symbol to add a vendor / partner to a transaction
  2. Click the magnifying glass button to search
  1. Select the person type from the dropdown list
  2. Type some part of the vendor / partner's name
  3. Click the search button
  4. Click the vendor / partner name
  1. Confirm the role of the vendor / partner
  2. Select the side from the dropdown list
  3. Click the Add button

The role of a partner in a transaction is usually the same as the person type, but it does not have to be the same.

The new vendor / partner will be added to a transaction. Click the hyperlink to open the details in People page.

The details of the partner/vendor will be shown and linked to People page.

To change the vendor / partner to be added to a transaction:

  1. Click the vendor / partner field
  2. Click the magnifying glass button or the field to search for a partner/vendor
  1. Select the person type from the dropdown list
  2. Type some part of the vendor / partner's name
  3. Click the search button
  4. Click the partner/vendor name
  1. Confirm the role of the vendor / partner
  2. Select the side from the dropdown list
  3. Click the save button

The new vendor / partner will be added to a transaction. Click the hyperlink to open the details in People page.

The details of the vendor / partner will be shown and linked to People page.

To delete a partner/vendor from a transaction:

  1. Click the hyperlink vendor / partner name
  2. Click the delete button

The vendor / partner will be deleted from the transaction

User can change any of the details of the seller information and save. Saved changes will reflect on the People basics submenu. To return to the property, just click the Properties menu at the top of the screen.

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