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 generate a list of your applicants
Go to CRM > Contacts
Click the Advanced button
Select yourself from the Owner field
Select Applicant from the Set To field
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
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€œMy applicantsâ€ 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
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