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My Account : Address Book

What is it?




Address Book is a complete list of all Clients and Agents contact information related to your Listingbook account.  The Address Book provides the capability to view and organize all of your critical Listingbook contacts for easy access and management.  The ability to create “Groups” and “Add An Agent” allow you to update lists to keep the contacts most important to you updated in the Address Book.  The Address Book instantly adds a Client’s contact information as you enter the Client into Listingbook.  This makes for a quick and efficient way to capture all the necessary contact information during account creation.  Plus the tool enables you to search for an Agent or Entire Agent Office to add their contact information into the Address Book.  The Address Book provides the features you require to properly manage all your contacts within the Listingbook System.

How do I use it?




Listingbook automatically adds the Client’s contact information into the Address Book when the Client account is created.  You will have a Client entry in the Address Book for each of your Clients in the system.  Plus you have the ability to search for an Agent or Entire Office to add into the Address Book.  The contact information for the Agents that you add will not have the ability to be changed/edited, but a Name, Office, Work Phone, Mobile Phone, and Home Phone will be provided if available. 

Address Book provides the ability to Search for a contact by typing into the Search Input Box above the grid.  The Search will be based on the Name column.  Plus the Address Book will allow you to change the “View” drop down to display different types of contacts.  The “View” drop down includes All, Agents, Clients, Prospects, Clients & Prospects, and any Groups.

In addition, the Address Book allows you to create Groups that will be displayed in the “View” drop down.  Simply select the checkboxes next to the contacts that you wish to include in a Group, then select “Create Group” option from the “Select An Action” drop down that is displayed above the Address Book grid.  Enter a name for the group and click the “Save Group” button.  This new Group is added to the “View” drop down.

The ability to Send Message from the Address Book is provided through the “Select An Action” drop down.  Simply select the checkboxes next to the contacts that you wish to message, and then select “Send Message” option from the “Select An Action” drop down.  This will open the Compose Message section with the selected contacts displayed in the message.

Glossary




View – Enables you to view all contacts in your address book or select a specific type or Group to view.  The “View” drop down includes All, Agents, Clients, Prospects, Clients & Prospects, and any Groups.        

Contact – Complete list of all Clients and Agents information related to your Listingbook account

Office – List of Agents displayed within a single office.                                                                        

Select An Action – Displays specific action that can be performed on contacts that you have selected the checkbox next to in the Address Book grid.                                                                                                                                  

Send Message – Send a Listingbook system message to your contact(s).                                    

Create Group – Allows you to create and name a Group of contacts within the Address Book.   

Add To Group – Allows you to add contact(s) to a specific Group that has already been created in the Address Book.     

Search Input Box Allows you to type a specific name so that you can quickly search through your list of contacts.  Your contacts list will begin to narrow once you begin typing.  To return to the full list of your contacts, click the "Show All" link beside the input box.

Show All – Link that displays next to the Search Input box that allows you to return to the full list of your contacts

FAQs




How do I add Clients to my Address Book?  Listingbook automatically adds the Client’s contact information into the Address Book when the Client account is created.  You will have a Client entry in the Address Book for each of your Clients in the system. 

How do I add an Agent to my Address Book?  This action can only be performed in the Address Book while in the “View” drop down is set to “Agents”.  Select Agents in the View drop down menu, click “Add an Agent” button, you will be given the option the select “Agents” or “Entire Office” on the popup, enter the Name of the Agent or the Office, click “Search” button.  This will return matching results, select the checkbox next to the desired contact/office and click “Add Selected” button.  This will add any new contacts that were  not already in your Address Book.

What if I add an Agent that is already in the Address Book?  This will return a confirmation message that you successfully added “0” agents to your Address Book.  The system will not prevent you from going through the “Add An Agent” process, but the application will only add the Agent to your Address Book one time.

What are the checkboxes for?  If you click the checkboxes the “Select An Action” drop down menu becomes available.  In this drop down you are provided the options to perform on those selected contacts.  Examples of the “Select An Action” options include the ability to Send Message, Add To Group, Create Group, or Delete.

How do I create a Group?  Address Book allows you to create Groups that will be displayed in the “View” drop down.  Simply select the checkboxes next to the contacts that you wish to include in a Group, then select “Create Group” option from the “Select An Action” drop down that is displayed above the Address Book grid.  Enter a name for the group and click the “Save Group” button.  This new Group is added to the “View” drop down.

How do I search for contacts?  Address Book provides the ability to Search for a contact by typing into the Search Input Box above the grid.  The Search will be based on the Name column.  Your contacts list will begin to narrow once you begin typing.  To return to the full list of your contacts, click the “Show All” link beside the input box.      

Can I sort my contacts?  Yes, simply click the column header in the grid to sort the contacts displayed by the information provided in each column.  Clicking the header once will sort the data from ascending to descending order. Clicking the header a second time will sort the data from descending to ascending.

Can I filter my contacts?  Yes, the “View” drop down enables you to view all contacts in your address book or select a specific type or Group to view.  The “View” drop down includes All, Agents, Clients, Prospects, Clients & Prospects, and any Groups.

Can I delete contacts?  Only Agent contact can be deleted from the Address Book.  Client and Prospects will remain in your Address Book as long as you have the Client Account in your Client Manager.  Agent contacts can be deleted by simply selecting the checkboxes next to the contact(s) that you wish to delete, then select “Delete” option from the “Select An Action” drop down that is displayed above the Address Book grid

Can I update contact information in the Address Book?  No, contact information for Clients and Prospects are managed in the Client Folder.  The Agent contact information is provided during the “Add An Agent” process and does not have the ability to be changed.

What happens if I click on a Contacts name in the Address Book?  If you click a Client or Prospects name in the Address Book, then it will open the Client Folder.  The Client Dashboard is the section of the application that displays and provides edit capabilities for Client contact information.  The Agent names do not have the ability to be clicked.

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