This facility allows you to search and view Contacts by their Client Type, for example; 'Property Owner', 'Potential Seller' (Appraisal Vendor), 'Current Vendor', 'Past Vendor', 'Current Purchaser' and 'Past Purchaser' as indicated by how a contact is linked with a property in the system.

 

This then allows you to send correspondence to these particular Client Types simultaneously.

  

1.       Click on the Contacts Function/Menu button.

2.       Select the Clients option button, the default display are contacts that have been entered as a
          Property Owner. However, you may alter the Client Type by selecting the relevant type or 
          types from the Client Type drop down list.

3.       Once all the relevant Contact Types have been selected, click on the Find Now button.

4.       A list of the Contact Types relevant to the criteria selected will now be displayed.

5.       Please refer to Mail Merge a Contact Document for further information on Mail Merging the

Contacts displayed in the list.