The process for creating contacts begins on the File Info worksheet via the buttons labeled Contacts, Client, and Appraiser, alongside the left-hand portion of the worksheet. When clicking on any of the aforementioned options, the Contact Management window will open and default to the Search tab.
Contacts can include clients, property contacts, appraisers, or any individual that is relevant to the appraisal you are working on. By creating a contact in the database, you are storing that information for future usage for yourself, or for other appraiser's in your firm; when you create, modify, or delete a contact, other user's connected to your database will experience the change.
Contacts can only be used on the File Info worksheet.