Contact

Add contacts, contact management, activity feed & journal

How to add/edit contacts and contact information, including an overview of the contact Activity Feed & how to add manual journal entries

Use contact record to add journal entries for individual roles

The contact record can be used to add journal entries for any individual roles the contact has (i.e. vendor, landlord, applicant, tenant)

Store contact categories, mailings & employment information and subscribing a contact to a list

How to use the contact record to store a information about a client and generate mailing lists according to the information entered

Restricted access on contact record

A contact record can be set up as restricted - when set with restricted access, this results in only the contact’s Key Contact being able to access it

Identify & manage duplicate contacts

If the same phone number and/or email address is entered on more than one contact record, it will be flagged as a potential duplicate via the contact record - details of potential duplicate record(s) can then be viewed

Duplicate contacts/companies report

How to generate and use a report which allows duplicate contact/company records to be identified

Communication preferences - configuration option

A configuration option is available which allows you to record a contact's communication preferences with regards to how they are happy to be contacted by you, i.e. email, letter, phone, SMS