Search Actions
The new search actions feature is person-driven which simplifies the follow-up process and makes it easier to update lead and resident information on contact cards. 
To use the search actions feature you simply need to type in the person's name that you want to find and click on their name to expand the contact card to show their information.
From there you will be able to look at their personal info card under ‘Profile’ and their timeline/events under the ‘Events’ tab.
You can also filter your search by phone, email, text, or chat. Click on Show Filters and click which one you want.
Under Profile, you will see that you can edit the card, call the lead, and view their application*. The ‘call’ button is the Click to Call feature so make sure you have an outbound phone number set on your account in order to make outbound calls using the Click to Call feature. The Click to Call feature is now available anywhere in the app that the lead cards have been updated. For additional information about setting up or using the Click to Call feature, please see the following help guide: https://rentdynamics.zendesk.com/hc/en-us/articles/360035157872-How-to-Set-up-Click-to-Call-
*https://rentdynamics.zendesk.com/hc/en-us/articles/360041999372-How-to-use-Application-Submission
You can click on the symbol below to expand the card to see their profile or events.
Under the Events tab, you will see the latest events for that lead. If you click on the event in the timeline it will show all of the details about that event.
This is what it will look like when you click on the event:
Once you are there you will be able to call, email, text, and send a service request (if you are under the resident card).
When you click on the Email button you will be able to send the lead or resident an email. You will also be able to choose from your email templates and add attachments. You can also view their timeline events.
Under the Text button, you can text leads and residents once they have opted in. There you will be able to start typing a message, send a message, clear text on the message, add emojis from the saved list, and use/create saved replies. You will be able to see the conversation as well.
If you click on Service Requests you can fill out the information on what the request is. *Remember you can only see this on resident cards. You can select a category and subcategory, the priority of the request, and put in any notes that you want to include for maintenance to know. You can select the box for ‘permission to enter’ and if pets are inside that the person coming needs to know about. Make sure to ask them the COVID-19 questions. After you have filled out the service request card, push ‘save’ at the bottom on the page.
This is what it will look like when you save it and it shows under the person's timeline. From there you have the option to acknowledge it, resend it, or delete it.
Notice on the top right-hand side you will see Lead Journey. This is a feature that will let you see the milestones that you want your lead to hit and you can see where they are along the process.
If you stay on that same page and click on Profile on the top right-hand side, you will see their information there as well. Here you can change anything you need to.
*A feature to be aware of is the Text Opt-In area at the bottom. Here you will be able to put in the lead's phone number and send them the initial opt-in/opt-out message. Make sure you put in the right number to send it to, not the phone number that they last reached out with unless it is the correct one.
Here is the link to the article if you have questions about the COVID section on the card above:
https://rentdynamics.zendesk.com/hc/en-us/articles/360041072531-How-To-Utilize-the-COVID-19-Feature
Info Cards have been updated
You will notice that the info card has been updated in the following areas: Follow Up tab, Appointments tab, and in the Reporting tab.
Under the Follow Up and Appointment tabs, users will be able to mark lead appointments as kept, missed, or you choose to follow up with the lead now via email, phone, or by mail.
Under the Reporting tab, users can now see the lead's timeline and use the Click to Call feature.
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