How do I add a contact (resident)?

Modified on Thu, 26 Nov 2020 at 09:23 AM

Step 1: Select the scheme you wish to add the contact to.

Step 2: Select the plot.

Step 3: Then choose the contacts tab.

Step 4: Here you can add a new contact or add existing contact.

Step 5: Complete their information such as name, title, email, phone number and mobile.

Step 6: Select save.

Step 7: Select the primary contact by selecting the radio button. The primary information will pass through to every ticket created.

Step 8: The option will be created as Awaiting Invitation (Invite to clixifix). If you wish to invite the resident to then log in to their free portal, simply select the invite to clixifix link. This will send an email to their inbox to invite them to log in with their own password.