Previewing contacts, selecting multiple contacts and actioning tasks
- Elliott
Login to VIA
Go to CRM > Contacts
Use the search bar to search for individual or lists of contacts
1) Previewing Contacts
Once you have searched for a contact or contacts, you can preview the contact record.
Simply click any contact from the list, and a preview panel will appear with key information about the contact.
This panel will show
The key contact details of the contact
The Owner of the contact record (the staff member/agent in charge of the contact)
Any properties associated with the contact
The last contacted/review details about the contact. You can use this panel update the following details about the contact record without having to click into the record itself:
Add a note
Set a review action and review date
Update the last contacted date as today
2) Selecting Multiple Contacts
Once you have searched for a contact or contacts, you can select multiple records
Hold control (Ctrl) and click the box next to the contacts name to select multiple contacts individually
Hold Shift, click the box next to a contact, then click another contact to select all contacts in between those two contacts
3) Actioning Tasks
Once you have searched for a contact or contacts, you can action a series of tasks.
Simply right click the contact from the list and a menu box will appear with a series of options
Edit - Click to go into the contact record and edit the key details
Match Property - Click to see all properties which match their criteria (property matching, only available for contacts marked as an Applicant)
Send - Allows you to send Property Alert Emails, SMS, or email Newsletter. Please refer to the relevant guides for more details on how to send these alerts
https://webdadi.atlassian.net/wiki/spaces/PKB/pages/826867717
Add Appointment - Allows you to add a calendar appointment to your diary where this contact is automatically an attendee
Change Owner - Change the owner of the contact record
Archive - Archive the contact record (effectively putting them into cold storage where they can be reactivated at a later date)
Delete - Permanently delete the contact record