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Find, add and update a contact

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Written by Vinayak Bhaskar

This article is for the Homepass new app. If you are still using the Homepass Legacy app, see the Homepass Legacy app articles instead.

This article shows you how to find a contact in the Homepass new app, read their activity, notes and recent places, add a note, update their details and send them documents.

Important points

  • The search box finds a contact by name.

  • A contact's profile has tabs for Notes, Activity and Recent places.

  • Ticking Do not contact on a contact records that they do not want to be contacted.

Simplified Process

  • Find a contact: Contacts -> Search by contact or place -> tap the contact

  • Add a note: Open the contact -> Notes -> Add note -> type the note -> Save

  • Update details: Open the contact -> Edit -> update the details -> Save & continue

  • Send documents: Open the contact from a place -> Send documents -> add a cover note -> switch on the documents -> Send

In-depth Steps

1. Find a contact

  1. Tap Contacts in the bottom bar.

  2. Type the contact's name in Search by contact or place.

  3. Tap the contact to open their profile.

2. Notes

  1. On the contact's profile, tap the Notes tab. Notes are listed newest first, with the place, the date and who wrote them.

  2. Tap Add note.

  3. Type the note.

  4. Tap Save.

3. Read a contact's activity

  1. On the contact's profile, tap the Activity tab. It lists the places they have checked in to.

  2. Tap View all to see the full history.

  3. Use the icons under the contact's details to share, email or call them.

4. Recent places

  1. Tap the Recent tab to see the places this contact has visited, with the listing type, address and price.

  2. Tap a place to open it.

5. Update a contact's details

  1. On the contact's profile, tap Edit in the top right.

  2. Update Full name, Email, Mobile, Phone 2 or Home address. A field outlined in red needs a valid value before you can continue.

  3. Tick Do not contact if the person has asked not to be contacted.

  4. Tap Save & continue.

6. Interest, inspection notes and documents at a place

When you open a contact from a place, you see their record for that place.

  1. Tap the three dots (...) beside the contact's name, then tap the thumbs up or thumbs down to record their interest in the place.

  2. Tap Inspection note to add a note about their visit.

  3. Tap Send documents, add a Cover note, switch on each document to include, and tap Send. Manage documents opens the place's document list.

  4. Tap View profile to open the contact's full profile.

Related articles

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