Adding Contacts
👤 Adding a New Contact
Every person or company you interact with—Applicants, Landlords, Vendors, Contractors, Solicitors, Utility Suppliers—is added as a Contact in Acquaint.
🛠️ How to Add a Contact
You can add a Contact in two ways:
Standard Method
Go to the Main tab of the Ribbon Menu
Click the New Contacts icon
Fill in the required fields
Click Save
Quick Add Method
Use the Quick Add screen for minimal data entry
Ideal for fast input during calls or walk-ins
🧾 Key Contact Fields
First & Last Name – Triggers duplicate checking
Mobile Number & Email – Also checked for duplicates
Title & Salutation – Used for correspondence; customizable for formal/informal tone
Birth Date – Optional, selected via calendar
Contact Type – Crucial for system behaviour (e.g. Applicant, Landlord)
Status – Current or Expired
Source – Tracks how the Contact was introduced
Linked To – Connect related Contacts (e.g. joint buyers)
User Assigned To – Can be reassigned
Site/Branch – Automatically set, but editable
For company Contacts (e.g. Utility Suppliers, Solicitors), enter the name in the Company Name field—not First/Last Name.
🏠Address Details
Each Contact can store two addresses:
Home Address – Includes postcode, town, region, phone, fax
Business Address – Includes company, department, job title, qualifications
đź“Ť Postcode Lookup Options
Internal (default) – Builds a local database as you enter Contacts
Postcode Anywhere – Uses Royal Mail’s database (charged per lookup)
đź“Ś Mandatory Fields
You must complete all required fields before saving. If anything is missing, a pop-up will alert you to fill in the gaps.
đź”— Linking Contacts
Use the Link field to associate related Contacts (e.g. joint buyers with different surnames). Watch Acquaint Web - Linking Contacts to see how linking works in practice.
🧠Applicant-Specific Setup
If the Contact is an Applicant, it’s essential to complete the Requirements screen accurately. This ensures proper property matching based on their criteria.
🧰 Additional Tabs Based on Contact Type
Depending on the Contact Type, you’ll see icons for:
More Details
Correspondence – Letters, SMS, Emails, Notes, Tasks.
Appointments
Property Requirements
Sent / Offers
Properties – Vendors / Landlords only
References – Lettings Applicants only
Tenancies – Lettings Applicants only
Account – Landlords / Tenants only
Work Order
User Settings – Users only
🧠Advanced Tab Features
The Advanced tab provides powerful tools for managing and verifying Contacts:
Create Link (Advanced / Quick) – Link Contacts with detailed or fast setup
Copy Contact – Duplicate a record
Merge Contacts – Combine duplicates
Requirements Report – Generate property match reports
Send Details to IFA – Forward financial info to advisors
Veriphy ID / AML Check – Verify identity and compliance
Event Log – View audit trail
Send to Brief Your Market – Push data to marketing platform
The Moving Hub – Integrate with conveyancing services
Credit Safe Check – Run credit checks
View Client Login – Access the Contact’s Client Login portal
âś… Best Practices
Use the New Contact icon in the Quick Access toolbar for fast entry
Expire inactive Contacts instead of deleting them—this preserves historical data
For Offers, watch Acquaint Web - Creating Offers via Contacts to manage property offers efficiently