Related Contacts in Demands
How to add related contacts in a real estate demand
Related contacts are an essential tool for linking previously registered people with a specific real estate demand. This functionality is especially valuable when the same property search involves several people, such as couples, spouses, or family members who are part of the same family unit or joint decision.
By maintaining these links within the demand record, the work team can quickly and efficiently identify all participants involved in the search, as well as access detailed information of each contact without needing to perform new searches.
Definition and usefulness of related contacts in a demand
A real estate demand can be linked to one or several contacts. The main contact will remain the holder of the record, while the related contacts section allows adding other people linked to the same search, facilitating comprehensive and coordinated management.
This function is especially useful in scenarios such as the following:
• Couples searching for a home together.
• Spouses actively participating in the purchase or rental decision.
• Parents involved in their children's real estate demand.
• Several family members linked to a common real estate need.
It is important to highlight that the contact to be linked must be previously registered in the database, as the tool only searches among existing contacts.
Accessing the related contacts section
Managing related contacts is done directly from the corresponding demand record. The process is simple and completed in a few steps:
• In the left sidebar, select the Demands section.
• Open the demand record you wish to manage.
• Locate the More menu located on the right side of the record.
• Select the Related contacts option.
If no contact has been linked yet, this section will appear empty. This does not indicate an error, but that the demand does not yet have related contacts associated.
The selector facilitates locating an existing contact to link with the demand.
Detailed procedure to add a related contact
To incorporate a related contact, it is necessary to activate edit mode within the demand record. The steps to follow are:
• Click the Edit button in the demand record.
• In the related contacts section, click Attach contact.
• Use the search tool to find the contact you want to associate.
• Select the correct contact from the results list.
• Verify that the contact has been correctly added to the corresponding section.
• Save the changes to ensure the link is definitively recorded.
Once selected, the contact will be displayed in the related contacts list while the record is in edit mode. It is essential to complete the process by saving changes so that the association is maintained in the system.
Visible information after linking a contact
When a contact has been correctly attached, the related contacts section shows key information for quick identification, including:
• Full name of the client.
• Contact phone number.
• Email address.
• Options to remove the relationship if necessary.
• Functionality to add new related contacts.
• Direct access to open the full contact record.
This view allows confirming that the correct person has been selected before finishing the demand editing.
Once attached, the related contact is displayed with their basic data and available actions for management.
How to view the full record of a related contact
From the related contacts list, it is possible to access the full record of any linked person. To do so, simply click the View record option next to the desired contact.
This action will directly open the detailed contact record, allowing you to review all registered information. Afterwards, you can easily return to the demand record to continue management without losing the established link.
Procedure to remove a related contact
If a contact is no longer associated with a demand, it can be removed from the same related contacts section. To do this, activate edit mode, locate the contact you wish to unlink, and use the Remove option.
Before saving, ensure the list only includes contacts that should remain linked. Finally, save the changes so the removal is correctly applied.
Best practices for managing related contacts
Although the process is simple, following some recommendations helps avoid errors and maintain an organized and efficient database:
• Verify the identity of the contact before attaching, especially in cases of similar or duplicate names.
• Link only people who have a real and direct relationship with the real estate demand.
• Check contact details, such as phone and email, to ensure you are selecting the correct record.
• Always remember to save changes after adding or removing contacts to avoid data loss.
• If several people are involved in the same search, add them individually using the Attach contact option.
Common errors and how to prevent them
No contacts displayed in the section
The absence of contacts may be because no related person has been added yet. To fix this, enter edit mode and use the Attach contact function to create the link.
The contact does not appear in the search tool
The search tool only shows contacts already registered in the database. If you cannot find the desired person, first verify that their record is created before trying to link them to the demand.
The contact is added but not saved
Adding a contact during editing is not enough by itself. It is essential to click the save button in the demand record to confirm and keep the modification.
The wrong person has been linked
In case of error, use the remove option next to the wrong contact, then add the correct contact and save the changes again to update the information.
Summary
The function of linking contacts in a real estate demand facilitates the organized management of shared searches among several people. From the demand record, access More, select Related contacts, activate editing, attach existing contacts, and save changes. Afterwards, you can consult their data, open their full records, or remove relationships as needed, thus optimizing collaborative work and accuracy in real estate management.
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