Use this article to add and organize contacts, reach a contact by phone, email, or Messages, review what you have shared with them, invite them to Perchwell, and edit or delete a contact in the Perchwell mobile app.
Open, search, sort, and filter contacts in the mobile app
Tap Home in the bottom navigation, then tap Contacts to open the Contacts page in the Perchwell mobile app. Find contacts with the controls above the contact list:
Magnifying glass icon: Search for a contact by name.
First Name: Sort contacts by first name or last name.
Two-arrow icon: Filter contacts by group.
Members who came from a legacy platform may know their contacts from the Collaboration Center.
Add a contact in the mobile app
Add a contact from the Contacts page before you share listings, searches, or reports with them.
Steps:
Tap Actions in the upper right of the Contacts page
Tap Add new contact
Enter the contact's first name, last name, and email address in the required fields
Tap Add contact
The Contacts page opens with a Contact added message.
The Add contact window also includes these options:
Invite to Perchwell: Turn on to email the contact an invitation to their client portal, their workspace for collaborating with you.
Create Tag: Turn on to create a Client Tag for the contact, which keeps listings you share with them in one place.
Grouping: Select a group for the contact.
Phone, Company, and Title: Enter more details about the contact.
Additional emails: Tap Add emails to CC (carbon copy) up to 5 more addresses whenever Perchwell emails the contact.
Edit and assign contact groups in the mobile app
Contact groups organize your clients and leads by status, relationship, or stage, such as Actively Searching or Sold. To add, rename, reorder, or delete groups, tap Actions in the upper right of the Contacts page, then tap Edit groups.
To change a contact's group, tap their name on the Contacts page, tap Edit, select a group under Grouping, and tap Save changes.
Call, email, or message a contact from the mobile app
Call, email, or message a contact from their Contact details, which open when you tap the contact's name on the Contacts page:
Call: Calls the contact's phone number.
Email: Copies the contact's email address to your phone's clipboard.
Message: Opens Messages in Perchwell. Messages works with invited clients only.
Message Clients in Perchwell explains how to start a conversation and share listings in Messages.
Review searches and reports shared with a contact
Review the searches and reports shared with a contact under Shared items in their Contact details:
Searches: Saved searches the contact is added to.
Reports: Reports you emailed to the contact.
Invite a contact to Perchwell from the mobile app
Invite a contact to Perchwell from the bottom of their Contact details. Under Account status, User status reads Uninvited until you invite the contact. Tap Invite contact to Perchwell, and a message reading Invitation sent! confirms it went out.
Invite Clients to Perchwell and Resend Invitations explains what invited clients can do in their client portal.
Edit or delete a contact in the mobile app
Update a contact's details, or remove the contact, from their Contact details.
Steps:
Tap a contact's name on the Contacts page
Tap Edit in the upper right
Update the contact's details
Tap Save changes
The contact's details show your changes. To delete the contact instead, tap Delete Contact at the bottom of the edit screen, then confirm in the window that opens. A deleted contact cannot be recovered.
Important: After you invite a contact to Perchwell, their first name, last name, and email address are locked. To change a locked field, contact Perchwell Support.