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In your Contacts tab you can view all of your contacts in one location. You have four options to filter the results of your view, the options are:

• All Contacts: all Contacts
• Contacts: anyone that you enter that is not a Client or Lender contact ie, Dentist, Conveyancer, School P&C, Lender support staff other than the contact details Finsure manages under the Lender tab below
• Clients: your client’s
• Lenders: this section is managed by Finsure and cannot be edited.

Add a New Contact

To add a new Contact, enter the available information that you have access to, the fields available are:

• First Name and Surname
• Company and Job Title
• Email Address and Mobile Number
• Home Phone and Work Phone
• Address and Notes.

Shortcut

Shortcut: enter an existing Client’s name in the search bar at the top of the page next to your name to do a quick search as shown: