The Aspen iProperty® Address Book tab:
It is easy to track all vendor contact information for a network member who has connected with you through the Networks tab in Aspen iRecord®. Log into Aspen iProperty® to get started.
How to Search for a Vendor Contact that has connected with you:
From the Address Book tab, enter your search criteria or click the Go button to pull a list of all organizations within in your address book.
The arrow icon represents a vendor who has connected with you through the Networks tab in Aspen iRecord®. Select the name link for the vendor you are seeking.
The summary profile page for the vendor’s organization appears.
Note: The information in the profile matches the details the vendor entered when registering for Aspen iRecord®.
Note: This view is only visible after the vendor has connected with you through the Networks tab in Aspen iRecord®, using the Connection and Verification code you gave them.
Add Services for this Organization:
- Click the Services tab
- Check the check boxes for all the Services the organization provides.
- Click Save.
Note: You must set up the Service Types that this organization provides in order to use them for selection in your workflow.
Add Service Areas for this Organization:
- Click the Service Areas
- Select Add Service Area from the Actions
- Select the relevant state and counties from the drop-down menus.
- Select the zip code(s) associated with the new service area.
- Click Add.
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