Contacts Module
General Data Protection Regulation (GDPR) Settings in Decorus
Due to the changes in data protection, introduced from May 25th 2018 onwards, Decorus has a new GDPR feature to help you keep track of your contacts. To find out more about GDPR Legislation please see https://www.eugdpr.org/ To set your GDPR setting ...
The Contacts Module
The ‘Contacts’ Module, pictured below, consists of: Options Section New Contact This will open up the ‘New Contact’ window allowing you to add contacts and all applicable information into the portfolio. Edit Contact Highlight the contact you wish ...
Importing Sage Contacts
Within the ‘Contacts’ module, click on ‘Import Sage Contacts’. Make sure that both lists: ‘Suppliers’ and ‘Customers’, have a ‘x’ only against contacts you wish to import. Once you are happy with your selection click on ‘Import Contacts’. Your ...
Importing Contacts from Sage to Decorus
To import contacts which are in Sage but not in Decorus, click on the spanner (next to company selection) Double click on your listed company name. Select, ‘Import Sage Records’, then ‘Import Contacts’. Make sure that both ‘Suppliers’ and ...
Information Bar within a Contact Record
Landlord Record The ‘Information Bar’ drop down menu within the Landlord record has the following tabs When you click on them it alters the view of the right hand side column More Information This will display the ‘User Fields’ window. This ...