In Vebra/Encore Live there are options to add File notes, Phone calls and send Text messages or E-mails from the Person and Property records. All of these options can be found under the Event menus:
In Alto, all of these options are available from the Overview screen. Log a Phone Call and Add a File Note are also available in the Actions menu.
To send a text message to the property owner:
- Click the owners name which will take you to their contact record, then use the appropriate icon as shown below
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Text Message |
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Phone Call |
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File Note |
When adding a phone call or file note, you can still link it to additional contacts or properties by searching for the address or contacts name, in the Add a contact/property search fields.
Once you've added in your Notes, you can also tick Update Last Contacted Date to update the last contact date, before saving.