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Add/Update Contact/Organization Account Number

Updated

If you wish to assign account numbers to your contacts:

  1. On the contact's record, click edit business button.

  2. Enter the account number.  Dependent on your software edition the terminology will be different. IMPORTANT!! If you are a realtor, this field will be automatically populated with the NRDS ID when you assign the ID on the Real Estate tab.
  3. Click Done

 

NOTE: Your system may be configured to automatically assign account and membership numbers to new contact.  See Manage Account and Membership Number Assignment for instructions.