Contact Management Features – Much more to love

And much, much more to love…

Document Library

The document library in iDashboard makes it easy to standardise documents in your office and automatically fills in contact, agent, or property details. The document library allows you to store all of your standard letters, documents, templates, contracts, and agreements, and then merge those documents with your contacts and listing information.

Attachments

Upload and view document attachments, such as identification, physical correspondence, or any items you would like to store against a contact.

History

When multiple employees have access to contacts within iDashboard, it is import to be able to view ‘who-made-what-change-when’. With iDashboard’s history tab, you can see the changes that were made to your contact and which employee made those changes.