Contact Button

The contact button control opens the Conversation Log worksheet for the contact with which it is associated, and populates it with data from the form. This log tracks interactions with the borrower, service providers, and other contacts related to the loan. Descriptions and comments about conversations with the contact are logged on the worksheet.

To Add a Contact Button:

1. Click Contact Button and drag it to the workspace.
2. Click the CompanyField property, and then click .
3. On the Field Selector window, select a field. This field will populate the Company information in the conversation log worksheet.
4. Click OK.
5. Repeat steps 2 through 4 to assign field IDs to the EmailField, FirstNameField, LastNameField, and PhoneField properties as required.

Note: You can associate a Rolodex control and a Contact Button control with the same field.

Contact Button Properties