Estate Agent Pro Enterprise

Diary Screen

Diary Screen

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Diary Screen

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The diary screen contains details of appointments made for all members of staff and is very similar in design and operation to the diary in Microsoft Outlook in fact, it can be synchronised with Microsoft Outlook.

 

Diary Screen Diary Screen

 

DiaryScreen

 

This screen can be broken down into 4 logical areas.

 

Appointments Appointments

 

DiaryScreenDiary

A column can be shown for each member off staff. When Estate Agent Pro is run it always defaults to showing the diary of the user ID you logged in with.

 

An existing diary entry can either be opened by right mouse clicking on an appointment and selecting Open from the drop down menu or by simply double clicking on the appointment

Appointment Popup

.

In either case the following dialog will be displayed:

 

Appointment Editor

 

Any of the fields can be changed here including the setting and cancelling of reminders. Appointments can be all day events or recurring events. for example, a new event can be added by double clicking on blank area of the screen

 

DiaryScreenNewAppointment

 

Saving this diary entry will for the next four days display the following:

 

All Day Event

 

Reminders can be set for a period ranging from 5 minutes to 2 weeks before the event is due. When an alarm is active an alarm bell will be shown in the upper left hand corner of the appointment.

 

DiaryScreenAlarmedAppointment

 

When this time is reached a reminder will be displayed:

 

Reminder Screen

 

You then have the option to snooze or dismiss the appointment.

 

Appointments can be dragged and dropped from one time to another or from one user to another which will change the appointment accordingly.

 

Notepin If you change an appointment that is for a valuation or viewing the corresponding date/time of the valuation/viewing will also be changed.

 

Date Navigator Date Navigator

 

Date Navigator

The navigator is used to select the date you wish to view. The current date is indicated as shown. If their is an appointment for any users you are viewing the corresponding date will be shown in bold. Bank holidays, which are editable by your system administrator are shown in red.

 

Notepin Multiple dates can be selected on the date navigator by clicking on the first date required and then, without releasing the mouse, selecting contiguous dates.

 

Task List Task List

 

DiaryScreenTaskList

The tasks shown are for the date selected on the date navigator. New tasks can be added by either clicking on the Type a new task area or by using the navigation bar at the bottom left hand side of the task grid.

 

See How do I use the navigation buttons? for further help on the navigation bar.

 

When a new task is added the Task Screen will be displayed.

 

Tasks can be added for any member of staff. The selected task can also be edited by clicking on the btnNavEdit button.

 

Ribbon Bar Ribbon Bar

 

Ribbon Bar

 

The buttons on the ribbon bar can be used as follows:

 

Property Button

If the diary event that is clicked on was entered automatically from another screen such as an accompanied viewing or a valuation this button will be enabled and clicking on it will open the Properties Screen focused to the associated property.

Applicant Button

If the diary event that is clicked on was entered automatically from another screen such as an accompanied viewing or a dated note this button will be enabled and clicking on it will open the Applicants Screen focused to the associated applicant.

Group By Button

This drop down allows you to group the display by date, users or no grouping. This only makes sense if multiple users/dates are being displayed at the same time. Multiple dates can be selected on the date navigator by clicking on the first date required and then, without releasing the mouse, selecting contiguous dates.

Visible Users Button

When Estate agent pro is run it defaults to just showing the logged in users diary. Clicking this button will display a list of users that can be viewed.

Print Button

This drop down allows you to print different views of the diary such as weekly, monthly, etc.

View Button

This drop down allows you to switch the current view between day, week, month, etc.

Outlook Button

This drop down provides synchronisation options with Microsoft Outlook. Only the logged in users will be synchronised. This should be used with caution!