Creating a New Internal Contact

1. From the Contacts form click on the Add command button immediately below the Linked Contacts section.

2. From the pop-up window enter all details on the form, where available, and click OK. The added contact will appear in the contact list on the screen and will be available for future selection.

*Note: At a minimum, the roles that must be listed as Internal Contacts are those which have been defined by the Client and deemed required to systematically approve a lease abstract.

• Lease Reviewer
• Lease Director
• Lease Notification.

Any other internal contacts listed in the table are there simply to serve as an internal contact reference deemed to have some form of association to each lease. The presence or non-presence of these contacts have no direct impact/bearing on how or when a lease record is systematically created or updated.

 A single person can be assigned to many roles in the Internal Contacts table. For instance, Joe Smith can be linked as both the ‘Lease Administrator’ and the ‘Lease Reviewer’ if applicable.

User can also link a single role to the table more than once (i.e. Lease Administrator, Occupancy Accountant, etc.), except for the Lease Reviewer, Lease Director and Lease Notification roles as they are tied to the Lease Abstract Workflow functionality.

3. Click the Next command button.  The screen will move to the next page: Documents.

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