⚡ Quick Add Contact in Acquaint
🧭 Navigation Steps
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Go to the Main tab of the Ribbon Menu
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Click the New Items icon
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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:
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Name
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Mobile number
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Email address
If a match is found:
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You’ll see a warning
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Choose ‘Continue Adding’ to create a new record
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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.