Click on the People menu to view your contacts database.

This is the home page of your contact database.

TABLE OF CONTENTS

This is where you can Add, Edit, Sort and find a Person in your database.



Find a person

The fastest way to find someone in your database. is to enter their name in the Search box and press enter key or click on the Find button


To search by Email change the Name to Email 

Other options to search by are; Company, Phone or Address


Quick filters

Use the quick filter checkboxes to view all Buyers or all Current vendors . 


  • Buyers - Contacts marked as Buyers
  • Purchased - A contact that has purchased  on a Sale
  • Appraisal - the owner of a property that you have appraised 
  • Vendors - a Current Vendor on a Listing
You can mark a person as a Buyer, all of the other types are set automatically by the program. e.g. A person is a Current Vendor because they are attached to an Available listing   


A person can be in multiple groups, e.g. they can be both a current Buyer and a current Vendor


Filters toolbar more...

Show Hide columns

Click on the 3 dots at the top of any column to show or hide additional columns.

New Contact

Click on the New button to add a new person or contact into your database more...

Edit a Contact

Once you have found your Contact click on the Edit button to edit contact or double click on the contact name more...


Email a contact

Sending an Email – Click on the Email button to send an Email more …

Send a TXT message

Sending a TXT message – Click on the Txt button to send a text message to your contacts

Add a Task

Use the Task button to add the same task to multiple contacts.

Filters button


Using the Filter toolbar more...

Tools toolbar button


Manage your People more...