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CMA Client Information
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).
Tips:
- 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.
Related Topics
Get Documentation in PDF
Copyright Stratus Data Systems, Inc. 2011
Help for TorontoMLS, v. June 30, 2011
To Enter Client Information 