How to create contacts?

Realty Soft PropertyManager provides an efficient way to manage contact information for buyers, sellers, and professional agents. This guide will walk you through the steps to manually create and import contacts into the system.

1. Navigate to the Contacts Menu
   Open the application and locate the “Contacts” menu.
   
2. Choose Contact Type
   Select the desired option (e.g., Buyers, Sellers, or Professionals).
3. Click ‘New’
   Press the New button to create a new contact.
   
4. Fill Out the Form
   • A form will appear. Fill in the relevant details of the contact.
   • Scroll down to record additional details.
     
5. Complete Additional Fields
   • Use the tabs provided to add more information specific to buyers, sellers, or agents.
6. Save the Contact
• Once all the details are entered, click the cloud icon at the top of the page to save.
  

1. Navigate to the Contacts Menu
   Go to the “Contacts” section in the menu.
2. Choose Contact Type
   Select the type of contacts to import (e.g., Buyers, Sellers, or Professionals).
3. Access the Import Option
• Click the Favorites button.
• Select Import Records from the dropdown.
  
4. Upload the File
• On the next page, click Upload File.
• Select and open the desired file from your device.
  
5. Map Fields and Validate
• Check and ensure the data fields are correctly mapped.
• Click Test to validate the data.
  
• If the system shows “Valid,” proceed to import.
  
6. Import Contacts
• Click Import to finalize the process.
• Once completed, a success notification will appear.
  
7. Refresh the Page
   • Refresh the page to view the newly imported contacts.