Estate Agent Pro Enterprise

Client Review Screen

Client Review Screen

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Client Review Screen

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The client review screen is where clients are reviewed. Each client can have an individual review cycle set (default 30 days) and is designed so that you can more easily control your client list.

 

If a client is a vendor or applicant the next review date will be automatically reset whenever they are edited, a dated note, sales chasing note, offer or viewing is added.

 

Client Review Screen Client Review Screen

 

ClientReviewScreen

 

Clients should be reviewed daily otherwise the number of clients to review will become too large to manage.

 

This screen can be broken down into 4 primary areas.

 

Client Grid Client Grid

 

ClientReviewScreenClientGrid

 

This grid contains all clients that are due for review. If a client is selling or buying more than one property they will appear more than once in the list.

 

Certain columns can be dragged to the group area as indicated.

 

A Vendor in the left most column indicates that the client is a vendor. A Applicant indicates that the client is an applicant.

 

Double clicking on a client will open either the applicant or properties screen focused to the respective client or clients property.

 

If the client is a vendor the status of the property will be indicated by a coloured block at the left hand side of the grid. If the client is an applicant then the colour will indicate the status of the applicant. Clicking on the information Information Button button will display a popup window detailing the meaning of the colours. The colours and the applicant statuses can be configured by your system administrator.

 

Notepin This grid has the ability of being grouped and filtered by columns. See How do I use grid column grouping and filtering? for further information.

 

If the grid is filtered by applicants the applicant status column will be visible. If it is filtered by vendors then the property status column will be visible. These columns in turn can be filtered on.

 

hmtoggle_plus1 Notes

 

Notes

The notes entered against the applicable applicant or vendor.

 

The btnExpand button can be used to undock (expand) the panel to make it easier to see multiple entries.

 

Contact Details Grid Contact Details Grid

 

Contact Details

These are the contact details that have been entered for the focused client.

The btnExpand button can be used to undock (expand) the panel to make it easier to see multiple entries.

Clicking on the Mobile Phone Button button will open the SMS Text Messaging Screen to send a message. This has to be configured and additional charges apply.

Clicking on the Email Button button will open the Email Screen enabling you to send an email.

Both of these types of communication will be stored under Draft & Sent Communications of the client. See the Customer Communications Screen for further information.

Double clicking on the Zoom Button button will undock this panel making it larger for ease of use.

 

hmtoggle_plus1 Offers/Viewings

 

Offers/Viewings

The btnExpand button can be used to undock (expand) the panel to make it easier to see multiple entries.

Outline information on offers and viewings that this applicant has made are displayed here in descending date order (most recent first). Double clicking on a property will open the property screen focused to the respective property. There will be a slight delay while this happens. Double clicking on the zoom_in button will undock this panel making it larger for ease of use. A coloured flag is displayed indicating the status of an offer: Red - Fallen through, Green - Accepted, Checkered - Offer Made. An Rejected Flag indicates that an offer was rejected.

 

Dated Notes Dated Notes

 

ClientReviewScreenDatedNotes

Client date related notes can be entered here. See How do I use the navigation buttons? for further help on the navigation bar.

The btnExpand button can be used to undock (expand) the panel to make it easier to see multiple entries.

The Diarise Button button can be used to enter the note entered into the diary on the date entered.

Double clicking on the Zoom Button button will undock this panel making it larger for ease of use.

By default historic dated notes cannot be changed.

Ribbon Bar Ribbon Bar

 

Ribbon Bar

 

As Of

Repopulates the client grid with reviews that are due on the date entered. This is handy if for example you will be out of the office for a week so want to review them in advance now.

Archive Button

The applicant or vendor can be deleted (archived) directly from this screen if you believe nothing further is going to happen with them.

Review at Next Preset Date Button

Sets the next review date for that preset for the client and removes the client from the list.

Review Tomorrow Button

Sets the review date for tomorrow and removes the client from the list.

Review 1 Week Button

Sets the review date for 1 weeks time and removes the client from the list.

Review 1 Month Button

Sets the review date for 1 months time and removes the client from the list.

Review On Button

Sets the next review date as the date entered and removes the client from the list. This option is disabled until a date is entered.

Contacts Button

Displays a list of all contact details for the client.

Print Button

Prints the grid.

Buying Thru Us Button

If the client is a vendor and this button is enabled it is an indication they are also buying a property through you.  Clicking on this button will open the Applicants Screen for them.

Selling Thru Us Button

If the client is an applicant and this button is enabled it is an indication they are also selling a property through you.  Clicking on this button will open the Properties Screen focused to their property..