Learn how to use the MRI Vault mobile app to view contact details, link properties, add notes, and streamline communication while on the go.

This article covers:

• View contact details
• Add a note to a contact
• Add a new contact
• Filter your contacts

View contact details

Quickly access everything you need to know about a contact in one place.

1. Tap Contacts (bottom left)
2. Open a contact

What you’ll see:

• Categories - View and manage the categories the contact belongs to
• Contact info - See phone numbers and email addresses. Tap to call, message, or email directly
• Linked properties - View and manage properties linked to the contact
• Requirements - Add, edit, or delete buy/rent requirements
• Files - Access uploaded files, preview them, or share with other contacts
• Notes - View or add notes, including property check-ins
  

To communicate with a contact:

• Tap the message icon to send a text or use Bulk Communicator
• Tap the phone icon to call directly
• Tap the email icon to send an email or use Bulk Communicator
  

After each interaction, you’ll be prompted to add a note to record the conversation

Add a note to a contact

Keep track of conversations and reminders by adding notes to your contacts.

1. Open the contact you want to add a note to
2. Scroll to the Notes section
3. Tap Add note in the top right corner
4. Enter your note details, set a reminder (optional), and choose a note type
   
5. Tap Save to attach the note to the contact

Add a new contact

Create new contacts quickly and assign relevant access and marketing settings.

1. Go to the Contacts menu
2. Tap + in the top right corner
3. Choose the contact type from the dropdown
4. Fill in the required contact details, marketing contact(s), and access settings
   

If the contact has indicated that they want to be included or excluded from certain communications, additional options are available:

• Archive - Exclude from search - Toggle this on to exclude from searches
• Unsubscribe SMS - Toggle this on to exclude from bulk SMSs
• Unsubscribe email - Toggle this on to exclude from bulk emails
• Unsubscribe letters/export - Toggle this on to exclude contacts from letters, which can then be used in Filter Contacts to remove them from search results via the unsub letters field
• Do not call - Toggle this on to indicate that the contact either does not want phone calls or has added their number to the Do Not Call Register
  

5. Tap Save to add the contact

These toggles can be changed at any time.

Filter your contacts

Use filters to quickly find specific contacts or create targeted communication lists.

Vault’s contact filtering options help you narrow down your contact list using advanced criteria or existing distribution lists. Once filtered, you can take bulk actions, such as sending messages or creating call lists.

1. Go to the Contacts menu
2. Tap Filter in the top right corner
3. Choose one of the following options:

• Advanced search - Filter contacts using fields such as name, category, contact type, and more
• Distribution list - Filter contacts based on an existing distribution list
  

After applying a filter, you can:

• Create a Call List
• Send a Bulk SMS
• Send a Bulk Email
  

What's next?

Learn how to enable Caller ID in the iOS Vault app.