You can categorise your contacts in iDashboard through the use of Contact Categories, such as Buyer, Tenant, Vendor, Landlord, Investor, etc. Contacts can be placed into a single or multiple categories.
To ADD a new Contact Category:
- Go to Admin & Account Settings > Contact Categories.
- The Contact Categories page will load. Click Add Category and in the text field enter the name of your new category (it can be anything you want).
- When you are ready to create your new category click Add Category.
- Repeat this step for all new categories you want to create.
To RENAME an existing Contact Category:
- Go to Admin & Account Settings.
- The Contact Categories page will load, click on the green pencil icon of the category you want to change/rename.
- In the text box that appears change the name.
- When you are ready to save your new category name click Update Category, otherwise click Cancel.
To MERGE a Contact Category with another:
- Go to Admin & Account Settings.
- The Contact Categories page will load, click the red trash icon next to the category you wish to merge into another category.
- The Delete window will appear, in the drop-down box select the category you want to merge to.
- When you are ready to merge click Yes, delete it!, otherwise click Cancel.
To REMOVE a Contact Category:
- Go to Admin & Account Settings.
- The Contact Categories page will load, click the red trash icon next to the category you wish to merge into another category.
- The Delete window will appear, ensure the merge drop-down box remains set to "No thanks!"
- When you are ready to remove click Yes, delete it!, otherwise click Cancel.
WARNING: Merging or Removing a Contact Category can not be undone or reversed, even by our team at iProperty. Please exercise caution when Merging or Removing a Contact Category.
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