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TOPIC: Client Information Page

Client Information Page 15 years 3 weeks ago #10735

Can the client information page be revised? Would like to add realtor details.

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Re: Client Information Page 15 years 3 weeks ago #10738

Realtors name and company name are already added. If you want to add any more you can put it in the other box at this time. Or you can do like David Macy and Serge's examples and create a general info page with all that info (see their examples in this section). Other than that you can't customize the cover at this time.

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Dominic Maricic
Home Inspector Pro Home Inspection Software - CEO

Re: Client Information Page 15 years 3 weeks ago #10795

The realtor drop down box on the client information page does not allow me to insert realtor information.

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Re: Client Information Page 15 years 3 weeks ago #10808

You need to click on Address book and add the Agent first. This way you only need to enter their information once (otherwise they'd give you the wrong email address or it would be typed in wrong often). There's an animated tutorial on this here: www.homeinspectorpro.com/Home-Inspector-...he-Address-Book.html but basically you just need to click Address Book, Add Agent and at least enter their name and company name and email address and click Save Agent.

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Dominic Maricic
Home Inspector Pro Home Inspection Software - CEO
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