Customizing Contacts

Pipeline builds suggestions from the contacts on transactions you can see, keyed to the role you pick. Answers to the common questions about why lists differ between colleagues, sharing contacts office-wide, and getting rid of an outdated one. Wh...

Type a few letters and Pipeline offers the people you've already worked with, details and all — so a repeat escrow officer or lender lands on the transaction without retyping a thing. Introduction You work with the same escrow officers, lenders...

Title, Title Co, Title Company and Title Co. are one job wearing four hats. Fold them back into a single role and your dropdown, your sorting, and your message templates all start agreeing with each other. Introduction Contact Roles are free te...

A Pipeline contact holds a role, a name, a company, an email address, a phone number, and a fax number — no more, no less. Answers to the common questions about required fields, second email addresses, addresses, and rejected emails. Which fields...

Every contact you add carries the same short set of details: role, name, company, email, phone, and fax. Two of them are required and the rest are yours to fill in as you get them. Introduction A contact in Pipeline is a small record on purpose...

Contact Roles are free text — anyone working a transaction can type a new one, and master admins tidy the list from Manage Contact Roles . Answers to the common questions about creating roles, merging duplicates, and controlling what gets suggested...

A Contact Role says what someone does on the transaction — buyer, lender, escrow officer, attorney. Type a new one once and Pipeline offers it back to you the next time. Introduction Open a transaction you didn't create and the Contacts section...

Suggestions come from the contacts on transactions you can see, so most trouble is one of two things: the contact isn't in your reach yet, or the dropdown itself is misbehaving in your browser. A Contact or Role You've Used Before Isn't Suggested...