All Contacts Report

All Contacts Report

A contact can be assigned to various contact categories (e.g., Landlords and Service Providers). The contact will appear on all the reports categories that the contact is assigned to.  Users are able to remove a contact from a category without deleting the contact from the database. If a contact is not assigned to a category type, they will appear only under All Contacts report. 

View Contacts Report


1. Click Admin on the Main Menu.


2. Click on Contacts



3. Contact screen will open. 
A contact can appear multiple times on the report if they are assigned to more than one customer file, and/or can appear on multiple contact categories (e.g., landlord and service provider). 
Contacts Screen is split into six (6) categories:
  1. All Contacts – a report of all contacts loaded on PropWorx
  2. Landlords – a report of all landlords (rentals and sales). 
  3. Tenants – a report of all tenants (rentals).
  4. Buyer- a report of all purchasers (sales) that have assigned under offers tab on a sales tab.
  5. Offerors - a report of all offerors (sales) that have assigned under offers tab on a sales tab.
  6. Service Providers – a report of all service providers. Service Providers will appear on specific drop-downs dependent on their service provider types (e.g., a service provider loaded as an attorney will appear on the list of attorneys on the sales drop-downs).
  7. Leads – a report of all prospective clients. An existing contact can be assigned as a prospective client. If a prospective client is no longer a lead, you can remove the contact from the prospective clients report.
  8. Agents – a report of Agents that can be assigned to the customer files.
  9. Users – a report of PropWorx users.



4. Select the contact category from the ribbon-bar by clicking on the category type (e.g., Landlords)




Send Bulk Correspondence – Select by ticking the Record Row/s and click Send button. Choose Email or SMS options.



Show & Hide Table Column – Click on the Columns button. Select columns by either ticking columns (show) or deselecting columns (hide), click OK to update table. 



Export Reports – To export the report, click on Export Button and select between PDF & Excel.



Report Filter Dropdowns – To filter by a dropdown, click on the filter box and select option from the menu. Filter dropdowns may vary between reports. 

Example of some filter dropdowns may include:
  1. Property grouping – Group by Building, Group by Type and custom
  2. Repair grouping – Group by Property, Group by File, Group by Building and custom



Merge Duplicate Contacts

Contact merging allows a user to merge two or more contact records into one master record. By merging the records, you will be replacing the one contact details with the chosen master record details. All related records including Attachments and contact details will be replaced with the chosen Master Record. If the contact is linked to any properties and files, the contact will be replaced with the chosen Master Record. 

1. Under All Contacts report, tick the tick boxes for the contacts to be merged and click Merge Contact




2. Contact Merge screen will open. Select the contact to become the Master Record by ticking the tick box and click Merge. All other contacts will be deleted, and their associated files will point to the new selected contact instead.
  1. Top grid—shows all the selected contacts
  2. Bottom grid—shows all the files the related contacts are linked to (if appliable)


3. All other contacts will be deleted, and their associated files will be replaced with the selected contact (aka master record). Any files linked to the deleted contact will now point to the new chosen contact instead.

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