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With the functionality being so large, we have broken it down into more manageable chunks to help you generate the most popular lists that you'll need.

How to pull a list of applicant, vendors, or landlords by registration, review, or last contacted date

  • Go to CRM > Contacts

  • Click the Advanced button

  • Hit Search

  • Click the blue Change View button (previewed below) and select the History view

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If this is a report you need to access regularly, you can click the Save button which appears just above the search results. When clicked, you can give your report a name eg “vendor report” This report will then be accessible if you click the heart icon in the blue box in the top right of the tab to access it quickly in future without changing every filter each time

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