In case that a transferee is involved during the selling process of the property and you require to have its contact information saved in the order, you can add the Transferee Control to the Order Form.
To easily find the Contact Control in your Order Form, we recommend you to add a Section (Tab) for Contacts only.
To add the new section go to Settings --> Office Settings --> Customize Order Form.
From there click on '+Add Section':
Name your new section, for example, Contacts then select Save:
Once you have added the Section, it's time to add the Control.
In your new Contacts Section, click on Controls:
Click on the '+ Add a Control' button:
On the Control Type dropdown menu lookup for the Transferee Control and select it, you will see the next fields:
1.- This is a preview of how this Control will look like in the Order Form
2.- The Control Dropdown (here is where you select the Control to add to your system)
3.- What you would like to name the Control in your ISN
4.- Short description, which will only be visible to the users with permission to edit Controls
Once you have finished setting up the Control, click on the Add Control button to save it.
You will be sent back to the Order Controls. Now, if you want that Control to be added to the Order Form, make sure that the "Show in Order Form" option in the 6th column is checked in Green:
As with other contact information controls, the Transferee Control will appear like this on the Order Form:
You can search for an existing contact, add a new contact or specify that in the order, there's no Transferee Contact listed.
If you click on Add a New Transferee Contact, you can fill in the next fields:
If you have any questions about this information please let us know! You can reach us by chat, email at firstname.lastname@example.org, or phone at (800) 700-8112.