The common search function of LockedOn allows you to search and communicate with all clients that are missing a specific form of contact information. To use this feature;
Go to the Clients section of LockedOn
Click the magnifying glass icon in the top right hand corner. This will open a side menu from the right with all of the most common search filters.
What missing details can I search for?
Postal Address
Mobile Number Only
Email Address
All Phone Numbers
Simply click on the search title that suits your needs ie Contacts Missing Mobile and click the green Apply Filter button.
Once you have the list of clients, you can tailor the way you communicate with them and ask them for their current details.
To bulk send
Click the send button in the top right corner
Select the option that suits ie email, sms, letter.
Select a template from the list (or edit the blank one for sms/email only)
Click green Send button at the bottom.
You've now managed to contact the entire list of clients in one simple step!
Create a Hit Lists/call list
Click the green Action button in the top right
Select Create Hit List
Give this list a label
Select default or call list option
The list of clients will now run along the top of your screen in banner fashion, allowing you to work through each client file quickly.
Hit Lists will be saved in your tasks menu. This means, if you run out of time before completing the list, you can start exactly where you left off.
Hit Lists also allow you to delegate data cleaning to other users in your office. To do this;
Go to Tasks
Click the downward arrow to the right of the relevant Hit List
Select Global Access.
This Hit Lists will now appear in the tasks > Hit Lists section of LockedOn for all users in your office.