When out and about, you can manage your contacts directly from the Vault app. This includes being able to view/edit, add, communicate, attach notes, and set up caller ID for your contact data.

Contents:

• Video Tutorial
• Contact view breakdown
• Adding notes against a contact
• Adding in a contact
• Contact filter options
• Setting up caller ID

Additional information 

Contact view breakdown

Categories - This will populate a list of all the categories to which the contact belongs. You can tap into the Categories to add or remove the contact from certain categories, using the toggles on the right-hand side. 

Contact - This will populate all contact details including their contact number and email address - 
You can communicate directly with the client or tap View/Edit details to update their contact information here.

You can tap on the message symbol to either message the contact directly from your phone or on Open Bulk Communicator to select and send an SMS template. Once you have finished sending your message, you will then have the option to create a note against the contact.

If you tap on the phone symbol, you can call the contact directly from your phone. Once you have finished your call, you will then have the option to add a note to record your conversation.

If you tap on the email symbol, you can either email the contact directly from your phone or tap on Open Bulk Communicator to select and send an email template. Once you have finished sending your email, you will also be provided an option to add a note

Linked Properties - This will populate all properties that the contact is attached to. If you tap into the property, you have the option to View the Property, set or unset as the Home/Postal address against the contact, or Unlink the property from the contact. You also have the option to tap into Link property to attach a new or existing property against the contact.

Requirements - This will populate all Buy/Rent requirements against the contact. If you tap into the requirement, you can edit the contact's requirements or delete the requirement if it is no longer relevant. You also have the option to tap Add requirement to add additional Buy/Rent requirements against the contact. 

Files - Here you can find all files that have been uploaded into the contact filing cabinet. You have the option to view a preview of the file by tapping into the file name, alternatively, you can tap into the (i) symbol to view a preview, including further file details. We also provide the option to share the file with an existing/new contact or upload further files from your device by tapping on Attach file.

Notes - This will populate all notes that have been added against the contact. You have the option to toggle between property check-in specific notes by taping on Show check ins. We also provide the option to add further notes by tapping on Add note - Here you can enter your note, set a reminder, and select the desired note type.

Adding notes against a contact

1. Navigate to the desired contact

2. Scroll to the Notes section at the bottom of the contact details

3. Tap Add note in the top right-hand corner

4. Add the details of your note, add a reminder if required, and select the desired note type

5. Once completed, you can then tap on Save in the top right-hand corner to add the note against the contact

Enable voice-to-text on your IOS device to have the option to add the note using voice command. 

Adding in a contact

1. Navigate into the Contacts menu > tap into the plus (+) symbol in the top right-hand corner

2. Select the type of contact from the dropdown at the top, then continue to add all the required contact details, the marketing contact(s), and set the edit & view/read access settings

3. Once completed, you can then tap Save in the top right-hand corner to add the contact 

Contact filter options

1. Navigate into the Contacts menu > tap into Filter in the top right-hand corner

2. We then have the below two options

• Advanced Search - Allows us to apply a contact filter based on the below fields: 

• Distribution List - Allows us to apply a contact filter based on an existing contact distribution list

3. Once you have applied a filter, you will then have the option to create a Call List, Bulk SMS, or Bulk Email

Setting up caller ID

1. On your IOS device go into your Settings

2. Tap on Phone settings

3. Tap Call Blocking & Identification 

4. Toggle on MRI Vault

5. Once completed, navigate into the app > Settings > System & Caller ID > Tap Populate Caller ID Database

We recommend populating the caller ID database outside of office hours, as this could significantly slow your device. 

It is recommended that you Refresh the Caller ID Database every so often, by going into Settings > System & Caller ID > Refresh Caller ID Database