Step 1 Retrieve the project you need to send out the appointment for. Step 2 Click on the Appointments box. Step 3 Select the appropriate department by clicking on the blue bar that lists the department types. Step 4 Click on the + icon displayed at top right of the screen. Step 5 Input the necessary appointment information in the …

Though the icon at the bottom of your screen says Projects, you can also use this part of the program to search your properties as well.  To switch from projects to properties, click on the 3-line icon that can be found on the top right of the screen. Step 1 To retrieve a project from your database, type in the …

Step 1 Click on the + sign. If you have contacts synced on your phone, you may select Open Contacts and select the appropriate contact and number to use. If you don’t have contacts synced, then simply type in the name/company/callback # Step 2 The date will default to current date and time. If you need to change the date, …

Use the filter function in the call list to set the display options. Step 1 You can find the Filter in the top left of the screen when on the Calls tab within the app. Within Filter, you can decide how to Sort the calls, which calls will show in your list based on Status, and the direction you would …

Step 1 Download the IE mobile app from the app store.  When you open the app, you’ll be prompted with a bunch of permissions; say yes to all these, you can say no to notifications. Step 2 Once app opens, in settings, you’ll see a User ID.  To the right of that, click the email button and send us your …

Step 1. Open the file in messages. Step 2. Select “Create New Contact” Step 3. Select “Share Contact” Step 4. Select “IE Mobile” Step 5. Select “Share”