Contacts, Customers and Sites
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      3. Contacts, Customers and Sites

      How to Add a Site to a Contact

      Your contacts can also have site details, perfect for landlords, caravan or holiday sites or new builds.

      1. From your home screen navigate to your Contacts page and find the Contact you would like to add the site to.
      2. Open the Contact and press Edit (blue pencil button on the mobile app).

        Screenshot 2021-10-26 16.20.56
      3. Click More Details and then open the Sites tab at the top of the Contact Page and choose Add New Site.

        Screenshot 2021-10-26 16.22.42
      4. If there are multiple Plots within the Site, check the green circle at the top of the page to allow it to be divided. (You will be prompted to enter the Plot number when creating a document for the Site).

        Screenshot 2021-10-26 16.18.59
      5. Enter the Site details (Alternative Contacts can also be added to Sites).
      6. Once you have all the details entered, press Done (green tick button on the mobile app) to add the Site to the Contact and press Save to store it on the system. The Site will now be selectable from the Main Contact’s Site tab.