Add/Manage Contacts
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 #The text in the yellow column is an example of how you should enter information.

Contact is the general term used when adding a person’s name and contact number.

  • Office Contacts are those specific to a particular office – it is related to the office which added them to RT3.
  • All Contacts  is the entire lists of contacts listed by all the offices-(including your specific office).

The list can be ordered alphabetically by first name or last name. Click the link at the top of the column to sort. To send them an email immediately. Click on the email address.

 

 

First name*

( mandatory )The contact's first name is dsplayed here, anyone can edit this field as long as the individual is only a contact.

David

Last name

The contact's last name is dsplay here, anyone can edit this field as long as the individuals is only a contact.

Arnold

Short name This is the name that the contact is known by his/her colleagues and/or friends.

Dave

Email

Enter the contact's emails address.

dave.arnold@boehringer-inglheim.com

Title

Enter the contact's title, select from the drop down menu.

Ms.

Job Title

From the drop down menu select the appropriate job title for the contact.

Manager

Mobile*

( mandatory) Enter the contact's mobile number. This number should have 10 digits, without spaces.

0716723029

Telephone (home)

Enter the contact's home contact number.

0119897765

Telephone (office)

Enter the contact's office contact number.

0116572342

Fax

Enter the contact's home contact number.

                         0116572340

Street

Enter the contact's street name and number

12 Nutchester

Province

From the  drop down menu select the province where the contact' is located.

Gauteng

Area

From the   drop down menu select the area they are from.

Bedfordview

Suburb

To narrow down where the contact lives, select the suburb from the  drop down menu .

Morning Hill

Postal code

Once you have selected a suburb, RT3 will auto fill your postal code.

2007

Full address(postal)

The Postal Address should be entered in this area if it is different from the physical address. Please do not forget to enter the postal code.

...................

Language preference

Select the language from the drop down menu which the contact prefers.

English

Known as

This is the name that the contact is known by his/her colleagues and/or friends.

Dave

Marital status The drop down menu gives you options that could be relevant to your marital status.

Married

Spouse first name

If the contact has a spouse and would like to enter this information, this is the place.

Cathy

Birthday

Insert the contact's birthday in this field, by clicking the text area and using the calendar to select the date.

29 February

Tax number

The contact's tax number.

...................

ID number

Identification number assigned by the government. ...................

Passport number

This is the number on an individuals passport.

...................

This tab can only be edited once you have saved the information entered in previous tabs. The documents which are acceptable are a copy of ID/Passport or the individual's proof of address.

You can edit this tab once you have saved the information entered up to this point. More information on   Buyers  and Buyers Referrals will be discussed later.

Comments

Enter information that you think is important and is not captured anywhere else in the record. This could be allergies that the contact may have or preferences of where they may want to buy.

 Conducts business around South Africa, potentially looking for property in other cities.

Alternate Contact Details

The alternative contact details field is self-explanatory, these details should be entered here, for instance next of kin's details.

 In case of emergency contact Tina (sister) on 0712324214.

 

 

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