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Articles on:Contacts & Transaction Parties
Learn how to incorporate clients, service providers and other transaction parties into each property.

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  • Adding & Updating Contacts
    Adding Contacts and Updating Details To manage the phone number, address, website, etc. for any of your contacts, they can either be access from the "Contacts" tab on the top navigation bar or clicking on their name next to a property on which they are associated. Clicking on their name will take you to their Contact record where you can change information, add notes or manFew readers
  • Contacts Page
    Contacts To manage all of the contacts that are associated with every property in Nekst, click on the "Contacts" tab in the top navigation bar. Your list of contacts is ordered alphabetically by first name and can be searched. At the top are the following metrics: Total Contacts - this represents all Contacts in your account Contacts Added in the Last 30 DaysFew readers
  • Working with Transaction Parties
    Working with Transaction Parties You can add and remove transaction parties for every property that you create in Nekst. ADDING TRANSACTION PARTIES AT THE TIME OF LAUNCH When creating your property for the first time, there is a 4-step process before you can begin checking off tasks. The last step is adding those transaction parties who will be receiving email communication, SMS messages or are simply being listed for quick reference. (https://storage.crisp.chat/users/helpFew readers

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