CONTACTS

The Contact list is a helpful way to organise important contacts. 

There are two ways to add contacts to your Stronghold.

In the Contacts section of any record's workflow you can add the details of important contacts such as utilities companies and service providers, such as your plumber and handyman. 

In the Related Items section of the workflow, you can select related records that you have created in other categories, such as home insurance in the Insurance Category, a mortgage in the Finance category and property taxes in the Taxes category. Linking items allows you to easily navigate to related items in other categories directly from a record summary. 

Solicitor

Accountant

Financial advisor

Insurance broker

Insurance providers

Banks, lenders and brokerages

Utility companies

Home and car maintenance service providers