Introduction

Within LoftyWorks, you have the ability to add relevant Contacts within the system depending on their role in your business.

Different contact types have different fields or features. They are used in different ways throughout the system. The contact types in Lofty include: Applicant, Tenant, Landlord, Supplier, Vendor, Guarantor, Agent, or Other.

If you would like to know more, please check out the People section. You will find a full breakdown on each contact type and some of the great tools available in each. In this getting started guide, we will walk through how to add your first contact. 

Adding a Contact

In the sidebar navigation menu, select Contacts > Add Contacts

You can also use the Quick Add button and select the Contact option. 

From here, enter some details about the Contact. The Contact Name is how the Contact appears in the system. Often, this is useful for recognizing companies and your specific contact within. For example, you could add 123 Plumbing as the Contact Name, and James Smith as the First Name and Last Name.

From here, it is important to select the appropriate Contact Type:

• Using Applicant is important as it provides access to our Lead Management, and Tenant Screening functionality
• Using Landlord is important so you can correctly assign them to your Property
• Using Supplier or Vendor is important when you want to link them to your Workorder

Finally, it is important to add their Contact Details including their Email and Phone Number. If you plan to utilize our WhatsApp integration, select the drop-down and select WhatsApp for the number that you choose to utilize within WhatsApp.

Questions?

Thank you for taking time to invest in your LoftyWorks learning. We hope you enjoy our best-in-class Property Management software. If you have any questions, comments, concerns, quips, queries, or quandaries, please email support@loftyworks.com.