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PrintActions - Contacts
Actions button appears in the second top tool bar. Actions vary depending on the options menu you are in. Action button for Contacts menu includes Attach Standard Activity Plan, New Buyer Enquiry, Export to Excel, Message to Staff, Add Property Inspection Appointment, Send SMS, Enable Background Search and View Document .
1. Click on the Contacts Function/Menu button.
2. Ensure the correct department is selected i.e. Residential, Commercial.
3. Select All Contact List, Person List or Company List Option Button.
2. Ensure the correct department is selected i.e. Residential, Commercial.
3. Select All Contact List, Person List or Company List Option Button.
5. The system will display all results in the List of records area below.
6. Select (Highlight) the Contact that you require. To select multiple sequential records click on the
first record then hold down the <Shift>key and click on the last record. Alternatively to select non-sequential records click on the first record then hold down the <Ctrl> key while clicking on other records.
7. Click on the Actions button.
Available Actions:
1. Attach Standard Activity Plan - This allows you to attach a Standard Activity Plan to a
Contact.
2. New Buyer Enquiry - This allows you to add a new Buyer Enquiry to the contact.
3. Export to Excel - Exports all Contact grids to excel format. Select the appropriate folder to
save the spreadsheet in and rename if required.
4. Message to Staff - Allows you to send a message to a staff member regarding this contact.
5. Add Property Inspection Appointment - Creates an appointment for this contact and allows
you to attach the properties this contact will be going to.
6. Send SMS - Allows you to send SMS message to this Contact.
7. Enable Background Search - This allows you to tick Enable Background Search if the
network is running slow and when searching for entire Contact database a "time out" error is occurring. This then searches for your database in batches of records. In normal circumstances Enable Background Search is best Unticked unless the time out error occurs.
8. View Document - Allows you to view any documents saved against this Contact using the
Document Repository.