Using Focus3

Relationships

Overview

• A Relationship is a value used indicate how the Contact is related to the Property, used for grouping and reporting purposes.
• Assigning a Relationship is required when a Contact is added to Focus3. The Relationship value may be edit the Contact on the Contact Details page and is displayed on the Contact Summary page.
• Relationships typically change over time.

Related Tasks

• Users with the "Manage Contact Attributes" Permission:
  • To Add/Edit Inquiry Type values:
    • Click on the "Admin" tab to display the Admin page.
    • Click on the "Inquiry Types" link to display the Inquiry Types page. The Inquiry Types page lists all existing Inquiry Types values in alphabetical order.
    • Click on the Inquiry Types Name that you'd like to modify, or click on the "Add Inquiry Type" link to add a new Inquiry Type value. The Inquiry Type Detail page will be displayed.
    • Complete the fields as desired and click the "Save" button. See the Inquiry Type Field Descriptions for detailed field descriptions.

Field Descriptions

• Inquiry Type ID
  • System-generated field.
  • Unique Inquiry Type identifier. (ex. 1234567890)
• Name
  • Required text input.
  • Title of Inquiry Type. (ex. Phone)

Related Items

• Contact Summary
• Contact Search
• Reports