Estate Agent Pro Enterprise

Copy Dated Note

Copy Dated Note

Previous topic Next topic No expanding text in this topic  

Copy Dated Note

Previous topic Next topic JavaScript is required for expanding text JavaScript is required for the print function  

Existing applicant or property dated notes can be copied to either a property or applicant respectively.

 

In the example shown below a dated note has just been added to an applicant. This note can be copied to a property once the note is saved by clicking on the House button.

 

CopyDatedNoteExistingNote

 

The following screen will be displayed:

 

CopyDatedNoteScreen

 

The property can be selected either by clicking on the CopyDatedNoteDropDownButton drop down button or the CopyDatedNoteLookUpButton look-up button. The selection criteria will be applied to either method.

 

The note can be amended, as shown, and once the property is selected the bullet_triangle_green button can be clicked to copy the note to the property.

 

The original dated note is then updated with a House to the right hand side of the note.

 

CopyDatedNoteUpdatedNote

 

When you click on this button in the future it will open the property screen focused to 8 Journeys End.

 

The corresponding entry in the dated notes of the respective property will be updated as follows:

 

CopyDatedNoteCopiedNote

 

And, again, clicking on the Applicantbutton will open the applicant screen focused to the originating applicant.