Contacts and Locations
Contacts and Locations
Auto Relate Locations
Use auto-relate for your location fields in order to automatically bring in the right data on a workflow board.
Contact Directory Overview
How to access and navigate the contact directory.
View a Contact’s Details and Conversation History
Review all past email interactions with a contact.
How to Create Contact Filters
Create a contact filter for quick and easy filtering for specific contact fields.
How to Create and Use Contact Alerts
Create an alert for a specific contact your entire team can view with Contact Alerts.
How to Add Custom Contact Types and Fields
Add a custom contact type to use in Aptly.
How to Add a New Contact
Add a new contact to keep track of all your prospects, owners, vendors, team members, residents or tenants.
Alternative Naming
How to configure alternative naming to improve auto-location matching
How to Navigate Listings
Navigate the listings board
How to Set Up the Listings Widget
Set up the listings widget to use with Aptly Screening
How to Edit a Listing
Update a listing’s marketing data in Aptly
How to Add a Watermark to Listing Images
Add a watermark to all listings images.
Auto Relate Contact
Automatically pull in contacts related to locations on a workflow board.
How to Set Up Aptly Syndication for Screening
Set up your syndication buttons for your Listings.
How to Showcase Location-Specific Units in the Listing Widget (Rentvine)
Ensure your prospective renters see the right properties and can easily schedule tours or apply online.