Access saved contacts
Select the Settings icon in the top-right corner
Navigate to Management from the left-hand menu
Select Saved Contacts
Add a saved contact
Select Add New
Choose a contact type
Enter the contact’s details
Select Save
Available contact types include, but are not limited to:
Accountant
Bank Representative
Certified Valuator
Filter and manage contacts
Within the Saved Contacts section, you can:
Filter contacts by type
Edit existing contact information
Access contact details when needed