Why don't I see my contacts in REALM? The reason why you may not see your contacts is that the status of the contacts may be set to Inactive or Disabled. See below to learn how to view Inactive or Disabled Contacts in both the mobile or desktop version of REALM:
How to Manage a Client’s Status in REALM on your Mobile Device
1. Select Contacts from the menu bar.
2. Select the layer menu and place a bullet beside the status of the contact. Select from active, inactive, or disabled.
3. Select the client that you would like to change.
4. Select Manage.
5. Under Status, select Active, Inactive or Disabled*.
How to Manage a Client’s Status in REALM on your PC
1. Select Contacts from the menu bar.
2. Select the layer menu and place a bullet beside the status of the contact. Select from active, inactive, or disabled.
3. Select the client that you would like to change.
4. Select the Manage.
5. Under Status, select Active, Inactive or Disabled.*
*An inactive client can still log into Realm, perform searches, and send the agent a message.
*A disabled client will no longer be able to log in; at a log in attempt, the message returned is “your sign-in can’t be completed at this time”.
If you have any questions, please contact us at Help@REALMmlp.ca.