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Use the add contact wizard

  • Updated

Learn how to add a contact to your database using the wizard, which is recommended. It allows you to not only add the contact but also enter additional details all at once.

This article covers:

Add a contact

  1. Go to: Contacts > Add Contact Wizard
  2. Select the correct contact type
  3. Add the required contact details - This includes the first name, last name, contact number, email and physical address
    Contact-details.png
  4. Source of Enquiry - Select a source of enquiry
    Source.png

Vault lets you track multiple enquiry sources per client, helping you understand how clients find you and improve your marketing efforts.

  1. Categories - Apply contact Categories.
    Categories.png

Categories are essential in your database. For example, you might group individuals by their specific interests, making it easier to manage them.

  1. Requirements - If the contact is a potential buyer or tenant, you can add a buy or rent requirement
    Requirements.png
  2. Note - Add a contact note with the relevant enquiry or conversation
    Note.png
  3. Marketing Contact - The user designated as the marketing contact is the person or people in the office with whom the client is establishing a relationship. There are two marketing contacts available
    Marketing.png
  4. Access By - You can assign users who can view or read the contact, and those who have access to edit it
    Access.png
  5. Click Add Contact

A pop-up message with various options to directly access the contact, perform a property match, or set up an Email Alert.

Contact_wizard.png

Additional contact profile information

Person

  • Your account has four standard contact Types:
    • Client/Person
    • Company
    • Creditor/Supplier
    • Solicitor
  • Company - Selecting the company type will update the required fields and remove the contact name/partner name fields
    Company-type.png
  • Creditor/Supplier and Solicitor - Selecting the Creditor/Supplier and Solicitor types will display all the same fields as the Client/Person type; however, this selection is necessary for the Creditor/Supplier to be assigned maintenance jobs within property management
    Creditor.png
  • Contact number and email address - Multiple numbers and email addresses can be added
    Multiple-contacts.png
Note: All email addresses ticked will be included in bulk eMarketing.
  • Address Details - Enter the contact's living address. If entering a PO Box, you can use the street name and suburb fields
    Address.png

Contact snapshot

 After adding the contact, you can view the contact snapshot, accessible on each tab of the contact card.

  1. Go to: The contact profile
  2. Click the green expander tab on the right-hand side
    Snapshot.png

This snapshot provides a quick overview of any properties linked to the contact, upcoming events, tasks, categories, relationships, marketing contacts, source of enquiry, and recent notes added.

What's next?

You can add a contact to the Android and Apple MRI Vault apps.

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