Contact List
đź“‹ Viewing the Contact List
From the Main tab of the Ribbon Menu:
Click the Contacts List icon
You’ll see a full list of all stored Contacts
🔍 Displayed Information Includes:
Last Name & First Names
Company Name
Contact Type (e.g. Applicant, Landlord)
Status (Current or Expired)
Telephone Numbers
Added Date
Last Contacted Date
Info (Property Requirements summary: Category, Bedrooms, Price Range)
🧠Filtering the Contact List
Use filters to narrow down your view based on:
Type
Status
Category
Buying Position
Assigned To
Branch
Usage
Source
This is especially useful when preparing for bulk communications or generating reports.
🛠️ Menu & Right-Click Options
From the Menu button or by right-clicking on a Contact, you can:
Action | Description |
Edit | View and update full Contact details |
New Contact | Add a new Contact |
Note | Add a Note to the Contact record |
Task | Assign a Task to the Contact |
Reports | Generate Contact List, Contact Chart, Appointment Analysis, or export Contacts |
📤 Bulk Communication Tools
From the Letters, Emails & SMS Texts menu, you can:
Print Address Labels
Send a Letter
Send an Email
Send an SMS Text
✨ How to Contact Multiple Contacts
Filter the Contact List to show your target group
Use Filter Rows to manually select specific Contacts
Right-click and choose Letters, Emails & SMS Texts
Select your preferred method (e.g. Email or SMS)
Send the correspondence
⚠️ Acquaint respects each Contact’s Mailing List Preference, so some Contacts may be excluded from bulk messages if they’ve opted out.⚠️
đź“Š Exporting & Reporting
Use Export Grid to Excel to download the Contact List
Click Refresh to update the view and reset filters
Generate reports like:
Contact List
Contact Chart
Appointment Analysis
Contact Export