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PrintActions - Contacts
The 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.
7. Click on the Actions button.
Available Actions:
1. Add Document - This allows you add a document against the selected contact.
2. Add Property Inspection Appointment - Creates an appointment for this contact and
allows you to attach the properties this contact will be going to..
2. Add Property Inspection Appointment - Creates an appointment for this contact and
allows you to attach the properties this contact will be going to..
4. Disable Tool Tip - Allows you to turn off the tool tips.
5. Email using Outlook - Allows you to directly email the selected contact through
5. Email using Outlook - Allows you to directly email the selected contact through
Outlook providing the contact has a valid email address and accepts email is ticked.
6. Email using Word - Allows you to email the selected contact using the Mail Merge Wizard
providing the contact has a valid email address and accepts email is ticked.
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. Export to Excel - Exports all Contact grids to excel format. Select the appropriate folder
to save the spreadsheet in and rename if required.
9. Mail Merge - Allows you to email the selected contact using the Mail Merge Wizard
providing the contact has a valid email address and accepts email is ticked.
10. Message to Staff - This allows you to send a message to another staff member and
automatically fills in the clients details in the message. This message will then appear on the selected staff members home page.
11. New Buyer Enquiry - This allows you to add a new Buyer Enquiry to the contact.
12. New Contact - This allows you to add a new Contact.
13. New Task - This allows you to add a new task against the selected contact.
14. Send SMS - Allows you to send SMS message to this Contact.
15. View Contact - This allows you to view the selected contact card and all their details.
16. View Document - Allows you to view any documents saved against this Contact using the
Document Repository.
17. View Tasks - This allows you to view any tasks that have been completed, deleted or not
started against the selected contact. This opens the contact card directly to the Tasks Tab.
18. Email HTML Strip List - This allows you to email the selected contact a HTML or PDF strip list
of all current listings or selected listings providing the contact has a valid email address and accepts email ticked. The strip list contains a main image and text. If HTML strip list is used the text is gathered from Properties > Listings > Advertising > Web Settings. If PDF is selected the text is gathered from Properties > Listings > Property Improvements > Property Description.