Adding A New Contact to a Site

1. Select a site on the map.

2. In the Parcel Details window, locate Site Details and click Modify.

3. In the Edit Site window, scroll to the My Contacts section.

   ADDING AN EXISTING CONTACT:

   • From the Contact drop-down menu, select the name of the contact you’d like to add to the site.

   • From the Relation to Site picklist, select their role (e.g. Owner, Investor, Manager or Other).

   • Click Add Contact.

   ADDING A NEW CONTACT:

   • From the Contact drop-down menu, select New.

   • In the Edit Attributes window, populate the contact’s information. Click Save.

   • Returning back to the Edit Site window, select your newly entered contact name from the Contact drop-down menu.

   • Choose the role of the contact you would like to add by their title (e.g. Owner, Investor, Manager or Other.)

   • Click Add Contact.

4. Select OK at the bottom of the Edit Site window. Your contact is now saved under your desired site.

5. The site will then turn purple as default to indicate you have entered in custom information pertaining to that site location.

   Tip: To add multiple contacts with the same title to a single parcel, click the Add Owner button again. An additional name field will appear to enter in an additional contact.