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Manage RE Transaction Contacts

The Manage RE Transaction Contacts page of the Member Administration section of the System Administrator Dashboard allows system administrators to add, edit, and delete contact records for real estate transaction contacts. These contacts can be added to RE transactions and RE scenarios in the RE Transaction sub-module of the Portfolio module.

Important!

These contact records will not grant these individuals access to Lucernex—they are used to capture contact information only. You cannot create Lucernex members using this tool.

To navigate to the Manage RE Transaction Contacts page:

  1. Click Admin in the toolbar in the upper-right corner of the window.

    The System Administrator Dashboard page opens.

  2. Click Manage RE Transaction Contacts link in the Member Administration column.

    The Manage RE Transaction Contacts page opens.

  3. Follow a procedure below.

ClosedAdd a RE Transaction Contact

To add a contact:

  1. Click Add RE Transaction Contact.

    This appears near the bottom-right corner of the table.

  2. Complete the fields in the window that appears.

    This person will only be added as a contact for RE Transactions and scenarios. They will not be added as a Lucernex member.

  3. Click Add.

ClosedEdit a RE Transaction Contact

To edit a contact:

  1. Click Edit in the Actions column of the record.

  2. Make your changes.

  3. Click Update.

ClosedDelete a RE Transaction Contact

To delete a contact:

  1. Click Delete in the Actions column of the record.

    A dialog opens, asking you to confirm your choice.

  2. Click Yes.

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