Navigation:  Loans > Loan Screens > System Setup Screens > Lienholder Setup Screen > Contacts tab

Use this tab to view and edit contact information for the lienholder selected in the Lien Holder list view.

 

This tab is typically used to designate specific people to contact if the lienholder is an institution, but can also be used to indicate alternative contact information for an individual lienholder.

 

Loans > System Setup Screens > Lienholder Setup Screen, Contacts Tab

 

Contact Names

Click <Create New> and use the First Name, Middle Name, and Last Name fields to create a contact name for the selected lienholder. The new contact name will appear in the Names list view when <Save Changes> is clicked. Multiple contact Names can be created for each lienholder.

 

Contact Phones

Click <Create New> and use the Phone Number, Phone Extension, and Phone Type fields to create a phone number for the contact name selected in the Names list view (above). The new phone number will appear in the Phones list view for the selected contact name when <Save Changes> is clicked. Possible Phone Types are Work, Home, Cell, and Fax. Multiple Phone numbers can be created for each contact name.

 

Contact Emails

Click <Create New> and use the Email Address and Email Type fields to create an email address for the contact name selected in the Names list view (above). The new email address will appear in the Email list view for the selected contact name when <Save Changes> is clicked. Possible Email Types are Work, Personal, and Mobile. Multiple Email addresses can be created for each contact name.

 

Click any column header to organize a list view by that column's information type.