There are a wide-ranging number of contact lists and reports which can be pulled from the contacts tab within VIA using advanced search options. You can use these advanced search options to generate any report or list you need.
With the functionality being so large, we have broken it down into more manageable chunks to help you generate the most popular lists that you'll need.
How to pull a list of vendors from the contacts tab
Go to CRM > Contacts
Click the Advanced button
Select Vendor from the Set to field
If you require to drill down further to only show vendors belonging to a specific agent or office, you can use the Office or Staff fields to filter the list further
You can switch the information which appears in the column lists by clicking the blue list button as shown below. This will allow you to toggle between views to see the information you need at a glance.
How to pull a list of vendors from the property tab
You can also view a list of vendors that own the properties you are viewing in the property tab. This can be useful if you need to contact all of your vendors for specific properties
Go to CRM > Property
Simply click Search to view all properties (limited to a view of 500 at a time) or click the Advanced option to filter your property list by specific criteria
Once you have your property list, click the blue change view button as shown below
Select Vendor/Landlord view from the drop down list. This will then display the vendorâ€™s name, email address, phone numbers, last contacted and review dates for a simple at a glance view
Hints & Tips
Save your report for fast future use
If this is a report you need to access regularly, you can click the Save button which appears just above the search results. When clicked, you can give your report a name eg â€œApplicants registered in last 30 days.â€ This report will then be accessible if you click the heart icon in the blue box in the top right of the tab to access quickly in future without changing every filter each time
Download your report
You can download the list by clicking the blue Download button which appears just above the search results. This will allow you to download the list as a CSV file
Quickly work your way through the list & update
If you wish to quickly go through your list of contacts and update the notes, review date and last contacted date, you donâ€™t have to click into each property record. Simply click the name of the contact once and a preview pane will appear in the bottom right hand of the screen. You can update your notes, set an action and review date all from this panel
Article ID: 534380576