How to Add/Edit a Contact's Property/ies details

Explains what details can be added for a Property (or Properties) and where to add them.

  • Click on the Contacts icon to open the Contacts grid and view all the businesses associated with your Deployment (Agency)

  • Click on the Edit button on the right hand end of the row containing the Contact you wish to Edit

    KB Contacts Edit
  •  The Edit Business screen will open displaying the General information
  •  Click the  + Show button at the right hand end of the Properties row.
  • Add Details 

  • .... and the Properties grid will be displayed.


    ... and add the details of the Property:

    • PIC - Compulsory field requiring valid data input

    • Name - Usually the name of the Property associated with the PIC

    • District - Usually the name of the local area where the property is situated

    • JBASJohne's Beef Assurance Score

    • EU toggle - When set (Blue) it indicates the PIC is EU Accredited

    • NEE toggle - When set (Blue) it indicates the PIC is NEE Accredited

    • PCAS toggle - When set (Blue) it indicates the PIC is PCAS Accredited

    • LPA # - The LPA Accreditation number associated with the PIC

    • MSA # - The MSA Accreditation number associated with the PIC

    • Default toggle - When set (Blue) it indicates that this is the PIC normally used

      You must click the Tick to save the new Property or your changes will be lost