Effortlessly manage your professional network with Valcre’s streamlined contact management system. This guide walks you through adding and organizing contacts, linking them to properties and jobs, and maintaining essential records—all in one place. With built-in confidentiality settings, file attachments, and seamless export options, Valcre ensures that your contact information is always accurate, accessible, and secure.

Prerequisites

• Valcre Subscription: Advanced, Professional, Enterprise

How to Guide

Step 1: Access Contacts

• Select Contacts from the left menu.

• All existing contacts in your office will be listed here.

Step 2: Create a New Contact

• Select New Contact and enter the Company & Contact information.
  

• Add any relevant comments or notes about the contact.
  
  
  
  
• Assign a relationship owner and specify if the contact is confidential.
  
  

Step 3: Attach Files

• Select Files from the top menu of the contact record.
  
  
  
  
• Select Add Files.
  
  
  
  
• Drag and drop files or select Choose Files to upload from your computer.

Step 4: Manage Related Records

• View associated Properties and Jobs in the Related Tab.
  
  
  
  
• Add the contact to a property by selecting Add Property. (Learn more about creating properties here.)
  
  
  
  
• Add the contact to a job by navigating to the job record and linking them. (Learn more about creating jobs here.)

Step 5: Export the Contact Record

• Select Export As from the top menu and choose the desired export format.
  
  

Step 6: Duplicate a Contact Record

• Select the Duplicate Record icon from the top menu.
  
  
  
  
• This is useful when creating multiple contacts from the same company.

After duplicating, update only the contact details while keeping the company information intact.

For additional questions please contact Valcre Support.