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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
Auto Relate Contact
Automatically pull in contacts related to locations on a workflow board.