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
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Users with the "Manage Contact Attributes" Permission:
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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
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Inquiry Type ID
- System-generated field.
- Unique Inquiry Type identifier. (ex. 1234567890)
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Name
- Required text input.
- Title of Inquiry Type. (ex. Phone)
Related Items