Information

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My Information - Information Tab

Review your source contact details. The fields configured in this workspace feed your primary identity profile and transfer automatically to your customer communications, Header & Footer designs, CMA Cover Sheets, and OneHome portal displays.

Add, update, or review your contact information fields to verify their accuracy.

Modify editable contact parameters like phone numbers, titles, and addresses. Default profile information is pulled directly from your local Board or Association roster database.

My Information contact fields configuration workspace.

Select the Save button.

Commit your updated contact records to the system database to sync changes across all linked branding layouts instantly.