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InTouch is a case management system that's laser-focused on doing one thing really, really well; managing property transactions. And since property transactions are complicated and come in all shapes…
Here you can find a list of terms specific to InTouch. Click on the name of the terms to open a relevant help file. Calculations Formulas used to calculate values and display the result in documents…
To reach the InTouch home page, select 'Matters' in the left hand toolbar or the InTouch logo in the top left corner. Creating a new matter. Select ' + Matter ' in the left hand corner of the InTouch…
Matters have two distinct sections: Matter Details on the left. Matter Actions on the right. Matter Details. The left hand side of the matter details: The matter state. Any pinned custom fields. Any…
A Matter is a property transaction. They are sometimes termed cases or properties , but within the InTouch system they are known as Matters. When a new Matter is opened, a pre-built workflow is creat…
A Stakeholder is a party/person/company invested in the Matter. A limitless number of Stakeholders can be involved in a Matter. Common Stakeholders include; Purchaser. Vendor. Estate Agent. Other Sid…
The InTouch calendar displays the alarms and key dates set within InTouch. It can be accessed via the left hand toolbar. Selecting the entries will take you to the associated Matter. Filters. Filter…
