TorontoMLS allows you to enter client information in the CMA, or import this data from Contacts.
To import client information from your Contacts: At Select Client from existing Contacts?, click on the drop-down arrow to reveal the alphabetical list of contacts. Click on the appropriate contact, then click Use. TMLS pre-fills the client information data fields.
To enter client information not stored in contacts: enter text in the fields provided. If you want to save this new client data, click Save Contact. At the confirmation prompt, click OK.
When Client Information is complete, click Next, or Subject Property, to proceed to that page. (See CMA Subject Property).
Click Clear if you want to discard all entered Client Information and restore fields to their default values.
You can save new contact information at the Client Information page; however, you cannot overwrite existing contact data at this page. If you want to make additions or revisions to existing contact information, do this at Contacts.
