How to Enter and Email out an Appointment

Tina Colson

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 …

How to Switch from Projects to Properties

Tina Colson

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 …

How to Add a Call to the Call List

Tina Colson

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, …

How To Filter Calls

Tina Colson

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 …

How to Install and Sync the IE Mobile App

Tina Colson

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 …

Sharing a Contact with iE


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”