Adding Contacts with Quick Add

From the Main tab of the Ribbon Menu click the New Items icon and choose Contact (Quick) . Enter the Contact details and then press Save. Alternatively to add a Contact quickly with minimal information use the Quick Add screen.

The advantage of this screen is you can add a new Contact quickly as less mandatory information is required.

Adding a Contact's Details

1. Under the General Details tab Last Name & First Names- enter the Contact's name surname. Checking is performed for duplicates*.

2. Title - specify the Contact's title.

3. Salutation - this will be pre-filled but you can choose an alternative informal name.

4. Mobile telephone - enter the mobile telephone number.

5. Home telephone - enter the home telephone number.

6. Type - click on the drop-down list and choose the Contact Type from the drop-down list.

7. Property Requirements - enter their requirements. This will be greyed out if the selected Contact Type is excluded from matches.

8. Optionally add a Home Address

9. Marketing Preferences - If one of the marketing preference options are ticked, a verbal consent prompt will be displayed. If verbal consent hasn't been given and an email address has been entered, Acquaint will prompt to send a GDPR marketing preferences email when the Save button is clicked

10. Click Save

• Duplicate Checking* - If a Contact already exists with the same name then a warning message will be displayed with an option of either 'Continue Adding' to carry on adding the new record or 'Select' to choose from one of the existing records displayed to modify.

• Duplicate checking is also performed on mobile number and email address.

• If the contact is a utility supplier the names are generally left blank.