Adding a Plot contact by Email or Phone Number

Modified on Wed, 22 Nov 2023 at 04:45 PM

Step 1: Navigate to: > Scheme > Plot > Contacts tab > '+ New Contact'

Step 2: Add the Contact's email address if available

There is the option to add a Contact using a mobile phone number instead 

(The email may be added at a later date)

Step 3: Select 'Continue'

Step 4: Complete the New Plot Contact form

Please note: If the Resident Portal is enabled, a Start Date must be populated for the Resident to see their Plot information within clixifix®

Step 5: Select 'Save'

Step 6: Select 'Send invitation' under status

Step 7: The Contact can also be given the ability to create their own Defect tickets and receive Notifications using the toggle buttons

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