To open the Contact information tab: From the Contacts menu, click Address book. Select the contact to view and then click View or edit contact. From the Contact details page, click Contact information.
Use the Contact information tab to enter contact details, such as the phone numbers, email address and Web address of the selected contact. On this tab, you can also indicate whether the contact wishes to be subscribed to your emails.
To enter the contact's contact details
On the Contact information tab, enter the contact's details in the space provided.
From the Show in list drop-down list box, select the contact's primary contact information to display when viewed in a list of contacts.
From the Contact types field, select one or more contact types.
Important: Selecting at least one contact type is important so that you can perform effective target marketing in the future.
If a new listing came on the market that is well-suited for first-time buyers, and you applied the First time buyer(s) contact type when you entered these contacts, you could quickly search for all first-time buyers and then perform a mailout to inform them of the listing.
From the Source field, select the origin of the contact.
Tip: Entering a source (for example, your web page) will help you determine where new business is coming from. If you enter a source, the contact will be marked as a lead and will appear in the Lead manager, ready for follow up. If you enter "TP IDX" (Top Producer IDX), you will automatically have the TP IDX Dashboard link added to the action menu. When clicked, this link will take you to the Top Producer IDX login page or directly to the dashboard (only if you are subscribed to Top Producer Websites).
Under Email status, select:
Subscribed: When you perform a mail out or when you send a mass email, flyer, or other email messages, this contact will be included in the list of recipients. However, when you change this contact's status to Subscribed, you are prompted to confirm that changing this contact's email status will not violate the laws regulating SPAM.
Unsubscribed: When you perform a mail out or when you send a mass email, flyer, or other email messages, this contact will be identified as an Unsubscribed contact and will be removed from the list of recipients. For most email activities, you have the option to add this contact back to the list of recipients.
If you need to enter additional contact information, click the Other contact information tab. More Info:
To add a phone number, under Other Phone Numbers, click Add new. Enter the details of the number and click OK.
To add an email address or Web address, under Other email and web addresses, click Add new. From the Address type drop-down list box, select Email or Website.
To edit a contact information, select the item to edit and click Edit.
To delete a contact information, select the item to delete and click the Delete link. Click Yes to confirm deletion.
Click OK.
Tip: You can generate a report listing all your unsubscribed contacts. For more information, see "Generating a Report of Unsubscribed Contacts".