Contact List

From the Main tab of the ribbon menu click the Contacts List icon. The Contact List will display a list of all the Contacts stored in Acquaint.

For each Contact the following information is displayed:

• Last Name

• First Names

• Company Name

• Type

• Status

• Telephone Numbers

• Added - the date the Contact was added to Acquaint

• Last Contacted - the date the Contact was contacted.

• Info - this displays a brief summary of the Contact's property requirements (Category, Bedrooms and Price Range), if the Property Requirements have not been specified then this field will be blank.

The Contact List can be filtered on:

• Type

• Status

• Category

• Buying Position

• Assigned To

• Branch

• Usage

• Source

On the Contact List screen the following buttons are available from the Menu button or by right clicking:

Edit - view each Contacts full details

New Contact - add a new contact

Note - new Notes against a Contact

Task - new Tasks against a Contact

Reports - the Report button provides the following options;

• Contact List

• Contact Chart

• Appointment Analysis

• Contact Export

Letters, Emails & SMS Texts provides the following options from here you can send correspondence to Contacts in bulk;

• Address Labels

• Send a Letter

• Send an Email

• Send a SMS Text

Find - find text on screen

Export Grid to Excel - export the data to Excel

Refresh - click the Refresh button to display the latest contact information and set Market Position and Areas to All.

Filter Rows(Select All, Unselect All) - this will enable/disable the Filter Rows column allowing multiple contacts to be selected allowing the Letters, Emails and SMS Text option to be used for multiple records.

Example: How to contact your Contacts in bulk

1. From the Contact List screen change the Filters to display the Contacts you want to contact. If you only want to contact specific Contacts right click and use the Filter Rows option to select the required Contacts

2. Right-click and choose Letters, Emails and SMS Texts

3. Choose which contact method you require i.e. address labels, letters, emails, SMS texts

4. Send the correspondence

 

Note Acquaint will use the Contact's Mailing List Preference in their Correspondence screen, hence certain Contacts may not be included in your bulk mailing if their mailing preference prohibits this.