Contacts Overview
What is a Contact?
A Contact is the record of a person that is in your data base. This could be a vendor, buyer, or a potential client.
Contact minimum requirements:
- First Name
- Last Name
- Contact Method (email address and/or phone number)
- Group
How to add a Contact
There are a number of ways to add a Contact in Arosoftware and this guide will show you these ways.
Editing a Contact
You can edit a Contact once it has been created.
Please see our guide here on editing a Contact
Some of the most common changes you will make to a Contact are:
Property Alerts
A Property Alert is a form that is completed against your contacts in the database containing their requirements for buying a new property (eg. price bracket, number of bedrooms etc). By using the Property Alert function you can easily match new listings or perspective new listings to potential buyers in your database.
Importing Contacts
We have a Contact Importing Tool in Arosoftware. This tool allows you to bulk import Contacts you may have stored in other systems.