Estate Agent Pro Enterprise

Client Look-up Screen

Client Look-up Screen

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Client Look-up Screen

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This screen is used from the Client's Screen when a client is cloned or when checking for possible duplicates.

 

ClientLookupScreen

 

A list of all appropriate clients is displayed. The image in the leftmost column indicates the type of client they are.

 

Applicant

Applicant.

Vendor

Vendor.

Applicant & Vendor

Both an applicant and a vendor.

 

Select the appropriate client and then click on the bullet_triangle_green button on the quick action toolbar at the bottom of the screen. This can also be accomplished by double clicking the appropriate client.

 

Clicking on the funnel_delete button will remove the current filter and show all clients including solicitors, estate agents, etc.

 

Closing the screen will automatically cancel the operation.