Editing Contact Details and Associations on the Contact Profile Page
On the redesigned contact profile page, you can edit a contact's details, Q&A answers, and associations right from the page itself, without opening a separate edit screen.
Getting Started
- Who can do this: Editing a contact's details and associations is available to anyone with access to that contact's profile. If a user only has access to contacts assigned to them, they can only edit the details and associations for those contacts, the same as in the classic version.
- Before you start: You'll need to have the new design enabled. See Getting to Know the Redesigned Contact Profile Page to learn how to enable this view. to be on the contact's profile page. Use the global search bar or go to Menu > Contacts > List to find your contact.
How do I edit a contact's details without leaving their profile?
Hover over any item in the Details section (name, email, phone, contact preference, company, or any field under More Details) and click the pencil icon that appears. This lets you edit the field directly on the profile page instead of going to a separate edit page.
Note: If you hover over a field and don't see a pencil icon, that field isn't editable inline, for example, a Last Updated date. If you're unable to edit a field that you think you should be able to, or that you could edit in the classic version, contact us at support@spark.re.
How do I edit a contact's Q&A answers?
The Q&A tab, next to Details, works the same way. Hover over a question and click the pencil icon, then select the answer (or answers, if the question allows more than one).
What are a contact's associations?
These are the people, inventory, contracts, and groups that are assigned to the contact.
|
Association |
Description |
|---|---|
|
People |
Agents/client, team members, lawyers, and relationships assigned to the contact. |
|
Inventory |
Units or floor plans the contact is interested in or has purchased. |
|
Contracts |
Units the contact has sold or purchased. |
|
Groups |
Any custom group the contact belongs to. |
How do I assign an agent/client, team member, or lawyer to a contact?
Within the Details tab, expand the People section to see everyone currently assigned to the contact. Click Add to assign an agent/client, a team member, a lawyer, or a relationship to the contact. To remove someone, click the micromenu next to their name and select Unassign.
How do I record that a contact is interested in a unit or floor plan?
Expand the Inventory section and click Add. Choose Unit or Floorplan, select the unit(s) or floor plan(s) from the dropdown list, and click Save.
To remove an interested unit or floor plan, click the micromenu next to it and select Unassign.
Note: Sold units can't be manually removed from a contact's Inventory. They're removed automatically only if the related contract is cancelled.
How do I start a contract?
You can still start a contract using any of the methods you have before, but now it’s easier to do it from the Contact Profile, too! In the Contracts section, click Add and select a unit to begin writing a contract.
How do I add or remove a contact from a group?
In the Groups section, click Add to add the contact to a new custom group. To remove the contact from a group, click the micromenu next to the group's name and select the option to remove them.
Not enrolled in the beta program? Email your Customer Success Manager or support@spark.re to request access.