The Saved Contacts feature helps you manage contact information efficiently across all reports in the platform. Instead of manually re-entering the same details each time, you can save a contact profile once and reuse it whenever needed. This ensures your reports remain accurate and consistent while improving efficiency by reducing repetitive data entry and eliminating the need to repeatedly request information from the same buyers and sellers.
Each saved contact includes essential information such as name, type, role, address, city, state, and zip code and saved date, ensuring that data is consistent across every submission.
This feature is especially useful for firms or organizations that frequently file reports involving the same individuals or entities.
Where to Load Contacts
Saved contacts can be easily accessed and inserted when you are creating a new report or editing an existing one.
When you open a report and reach the contact section, you’ll see the option to Autofill a Saved Contact. Choosing a saved contact will automatically fill in all related fields so the report is populated instantly with accurate and consistent data.
Saved contacts can only be loaded when the report is still in progress meaning it has not yet been submitted or marked as complete. Once a report is finalized, all contact fields become locked to preserve the integrity of the filing. At that stage, you can view the contact information but can no longer add, remove, or modify it.
How to Save a Contact
You can create and store new saved contacts directly while entering information within a report. This feature allows you to build your contact database as you work, ensuring that important individuals or entities are easily available for future reports.
To save a contact, follow these steps:
Open a report where you need to enter contact information.
Fill out all required fields, such as Name, Role, Address, City, State, and Zip Code. Make sure the information entered is accurate and complete, as this data will be reused in other reports.
Once the contact details are complete, click “Save to Contacts” located near the contact entry area.
The system will store this contact in your Saved Contacts list, making it available for quick selection the next time you create or edit a report.
Saving contacts as you go helps build a reusable library of verified contacts that can be shared across reports, ensuring consistency and reducing future data entry.
A contact can only be saved if all required fields are filled in. This rule ensures that every saved contact includes the essential details needed for accurate report filing.
Managing Saved Contacts
The Saved Contacts page serves as your central directory for all stored contact information. From here, you can view, organize, update, and maintain the list of individuals or entities that have been saved for future reports. This section helps you keep your contact list accurate, current, and easy to navigate.
Here’s what you can do on this page:
Search or Filter Contacts: Use the Search bar to quickly locate a specific contact by typing part of their name or other identifying details. You can also use the Filter by Role dropdown to narrow the list to only certain contact types. These tools are especially useful when managing a large number of saved entries.
View the Saved Date: Each contact entry includes a Saved Date column, showing when the contact was first added to the system. This is provided for any auditing or data management purposes you may require.
Edit Saved Details: If a contact’s information changes such as a new address, title, or business role etc. you can easily update their record. This will not edit existing reports. This will only update the information when this contact is added to future reports. Editing ensures that all future reports using this contact reflect the most up-to-date information.
To get the most out of the Saved Contacts feature, follow these best practices to keep your contact list organized, accurate, and easy to use:
- Save contacts as soon as they’re verified
- Regularly review your saved list
- Use filters to stay organized
Contacting Support When Chat Isn’t Available
If live chat is offline, you’ll see a note saying chat support isn’t available right now. You can still reach us by sending a support ticket.
To do this, click the Support button in the bottom-left corner of your dashboard. Type a short description of the issue, confirm your email or phone number so we know how to reach you, and choose whether you want a reply by email or phone.
Once you submit the ticket, our team will review it and get back to you during business hours.
