Adding Contacts with Quick Add
⚡ Quick Add Contact in Acquaint
🧭 Navigation Steps
Go to the Main tab of the Ribbon Menu
Click the New Items icon
Select Contact (Quick)
📝 Fields to Complete (General Details Tab)
Field | Description |
First Name & Last Name | Enter the contact’s name. Duplicate checking is triggered automatically. |
Title | Choose from options like Mr, Mrs, Miss, etc. |
Salutation | Auto-filled based on name, but can be customized (e.g., “Dear David” or “Hi Sarah”). |
Mobile Telephone | Required for SMS contact and duplicate checking. |
Home Telephone | Optional, but useful for alternate contact. |
Type | Select the Contact Type (e.g., Applicant, Landlord, Utility Supplier). |
Property Requirements | Enter criteria if applicable. This field is disabled for non-matching types. |
Home Address | Optional—can be added if available. |
Marketing Preferences | Tick relevant options. If email is entered but verbal consent isn’t given, Acquaint will prompt to send a GDPR consent email when saving. |
🔍 Duplicate Checking
Duplicate detection is triggered by:
Name
Mobile number
Email address
If a match is found:
You’ll see a warning
Choose ‘Continue Adding’ to create a new record
Or select an existing record to modify
💡 For Utility Suppliers, names are typically left blank.
✅ Final Step
Once all required fields are entered, click Save.
If any mandatory fields are missing, Acquaint will prompt you to complete them before saving.