Generate and print a list of applicants, vendors or landlords by registration, review or last contacted date

There are a wide-ranging number of contact lists and reports which can be pulled from the contacts tab within VIA using advanced search options. You can use these advanced search options to generate any report or list you need.

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.

• Go to CRM > Contacts

• Click the Advanced button

• Hit Search

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

Open

• This will display all of your contacts showing the registered date, review date, or last contacted date. You can click the column header to filter by any of these columns by newest or oldest

• If you require to drill down further, you can use the other advanced filter options such as Office or Owner to only view contacts belonging to a specific branch or agent

Hints & Tips

Save your report for fast future use

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

Download your report

You can download the list by clicking the blue Download button which appears just above the search results. This will allow you to download the list as a CSV file

Quickly work your way through the list & update

If you wish to quickly go through your list of contacts and update the notes, review date and last contacted date, you don’t have to click into each property record. Simply click the name of the contact once and a preview pane will appear in the bottom right hand of the screen. You can update your notes, set an action and review date all from this panel