Mar 20, 2023
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If you wish to assign account numbers to your contacts:
- On the contact's record, click edit business button.
- Enter the account number. Dependent on your software edition the terminology will be different. IMPORTANT!! If you are a realtor, this field will be automatically populated with the NRDS ID when you assign the ID on the Real Estate tab.
- Click Done
NOTE: Your system may be configured to automatically assign account and membership numbers to new contact. See Manage Account and Membership Number Assignment for instructions.