đź“‹ Viewing the Contact List
From the Main tab of the Ribbon Menu:
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Click the Contacts List icon
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You’ll see a full list of all stored Contacts
🔍 Displayed Information Includes:
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Last Name & First Names
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Company Name
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Contact Type (e.g. Applicant, Landlord)
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Status (Current or Expired)
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Telephone Numbers
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Added Date
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Last Contacted Date
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Info (Property Requirements summary: Category, Bedrooms, Price Range)
🧠Filtering the Contact List
Use filters to narrow down your view based on:
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Type
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Status
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Category
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Buying Position
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Assigned To
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Branch
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Usage
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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:
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Print Address Labels
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Send a Letter
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Send an Email
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Send an SMS Text
✨ How to Contact Multiple Contacts
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Filter the Contact List to show your target group
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Use Filter Rows to manually select specific Contacts
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Right-click and choose Letters, Emails & SMS Texts
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Select your preferred method (e.g. Email or SMS)
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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
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Use Export Grid to Excel to download the Contact List
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Click Refresh to update the view and reset filters
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Generate reports like:
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Contact List
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Contact Chart
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Appointment Analysis
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Contact Export
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