Entering present/future home information

To open the Present/future home tab: From the Contacts menu, click Address book. Double-click the contact. From the Contact details page, click the Present/future home tab.

Enter the contact's current property details and their ideal future home details on the Present/future home tab. This information can later be used to search for matching sellers and buyers. Any information you enter in the Present home section will also appear in the Property statistics tab.

To enter present and future property details

  1. In the Present home and Future home sections, enter the contact's current home and ideal future home details.

  2. Click the Present home notes or Future home notes tab to manage notes related to the contact's present and future property.

  3. Click Close.

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