Left Contact Panel Tabs


If you are unable to view the left panel, please click Full View in the top right-hand corner of the main contact panel.

 

 

 

  • History - This section combines the Notes, sent emails, SMS, e-newsletters and logged enquiries to create an extensive history of all communication the office has had with the contact.
  • Activity Schedules - This section allows you to view and deleter the activity schedules applied to the contact and the tasks involved in each.
  • Prospective Buyer/Tenant Activity - This section lists properties that the contact has enquired about, viewed, taken a contract or made an offer on.
  • Contact Modifications - This section allows Master Users to view all changes to the contact card with record of the date, time and which user made the change.

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