Adding a Person

In this guide we'll go through how to add a client on to the system. There is also a video guide on 'How to add a person', which can be found by clicking the link.

There are a few different areas within Rezi that will allow you to register new clients details. The most commonly used is the global add button. From your home screen click the white Plus symbol that is in the red square, next to the search box in the top right of the screen.

Once clicked, select People, as soon in the image below:

Fill in all your required details. All fields marked with a * are required fields and must be filled in.

You will have the options for name and contact details in boxes. However, the address is a lookup field, so add a postcode and click 'Look Up' this will give you a list of addresses in that postcode.

In this section we need to fill out the users GDPR information. This will tell us, and the system, if the user is happy to receive correspondence from us. To do this click the drop down box under each form of correspondence.

There are 4 options to choose from:

1. Marketing Allowed - Means the user is happy to receive any correspondence from you. 

2. Transactional Only (including mailouts) - This means only contact relating to what they have asked for. E.g. any paperwork regarding the house they are buying. Or emails regarding properties that fit their search criteria. 

3. B ouncing - Is not one you would pick yourself but will be added by the system automatically if mailouts to the user fail to deliver with a bounce back warning. 

4. Do Not Contact - this means do not use this form of contact. 

The right hand side of the screen is used for the persons purpose for being on the software. You can categorise the person as buyer etc. from here.

You will also see a box for 'Motivation'. This is a grab line for you! It will help remind you of the person when looking at a 'John Smith' in a list of 50 people. For example, you could see 'John Smith - Looking for a 2 bed flat in the city centre' This info is far more useful than just plain 'John Smith'.

The grade and source are required fields that must be filled out to complete the registration. However, if you find that you need to make changes to the list in the drop downs. Please see our guide on 'Settings & Preferences' to learn how to edit these lists.

You must have admin rights or be an administrator for the account to be able to change these lists.

Once the address and all other details are filled in, you can click the add client button. This will present you with one final screen to confirm all your details, it is on this screen where you can add a partner and also add search criteria for an individual or a group.

Remember that you can add more than 2 people to a card. So for example, there could be multiple people managing a deceased's estate, you can add as many people on to this card as you'd like. You can to drag the primary contact to the top of the list.

Once confirmed the new client will be added to the system.

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