Contact Info details

Hi @alisakyoung - so you can add the mailing address for any contact by clicking on the contact and going into the profile page from the /Contacts page.

However, we do not have a field for “Middle Initial” or “License Number” yet, but we can look to add those.

A workaround for adding the license number and including the middle initial is to create a Detail Box for each Transaction Type and calling it “Agent License Number” or “Listing Agent License Number”, and then you can manually add this to every transaction and have it included as a SmartTag in your emails.

I realize this is a temporary fix until we add those fields for the contact record itself.

Go to “Pending Buyers” under the Transaction Detail Boxes → Add “Details Box”

Add a new Detail Box for license number, using “Text” as the format type:

It will appear in your list of Detail Boxes (you may also have to add it to a Detail Box set)

When you create a new transaction, you can go to the “Details” page and click “Edit” to add this information manually to the transaction.

You can add a Middle Initial to the Buyer(s) Name:

You can also add the License Number.

You can edit your Workflow/Email Task to input these values automatically in your outbound emails. Use the #transaction.xxxx to input the correct SmartTag that represents the name of the Detail Box you created.

This is what the email will look like before you send with the information auto-populating: