Estate Agent Pro Enterprise

Matches Review Screen

Matches Review Screen

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Matches Review Screen

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This screen can be generated from the applicants screen, in which case it will only show open matches associated with the selected applicant or, if generated from the properties screen, it will only show open matches associated with the selected property. If it is generated from the main screen it will contain all open matches.

 

Matches Review Screen Matches Review Screen

 

MatchesReviewScreen

 

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

 

This screen can be broken down into 4 primary areas.

 

Matches Grid Matches Grid

 

MatchesReviewScreenMatchesGrid

 

This grid contains all open (non-reviewed) matches by applicant and property. The list is initially sorted by the applicants name and address.

 

Certain columns can be dragged to the group area as indicated

 

A Applicant is Purchasing in the left most column indicates that the applicant is in the process of purchasing one of your properties.

 

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

 

Contact Details Grid Contact Details

 

MatchesReviewScreenContactDetails

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

 

These are the contact details that have been entered for the applicant and the vendor of the focused property.

 

Clicking on the Mobile Phone Button button will opens the SMS Text Messaging Screen to enable you to send text messages to whoever is detailed in the Whom column. 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 applicant or vendor respectively. See the Customer Communications Screen for more information.

 

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

Dated Notes Dated Notes

 

MatchesReviewScreenDatedNotes

 

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

 

Applicant date related notes can be entered here.

 

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

 

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.

 

Clicking on the Cross Post Note button will open a screen allowing you to select a vendor you want to also save the dated note to. If there is an associated vendor he/she will be automatically selected. The dated note to be saved against the vendor can also be changed.

 

By default dated notes cannot be changed.

Ribbon Bar Ribbon Bar

 

MatchesReviewScreenRibbonBar

 

As Of Button

Repopulate the matches grid with matches 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.

Delete Button

Deletes the match. Will be as if the match did not happen.

Actioned Button

Mark the match as actioned, it will not appear for review again.

RefreshButton

Refresh the list of open matches. This only needs to be done if you know that someone else in your office has done any matches since you opened this screen.

Add Viewing Button

Adds a viewing for the selected applicant/property

Review Tomorrow Button

Sets the match for review tomorrow, it will be removed from the list of matches being reviewed.

Review 1 Week Button

Sets the match for review in one weeks time and removes it from the list.

Review 1 Month Button

Sets the match for review in one months time and remove it from the list.

On Button

Sets the match for review on the date entered against it and removes the match from the list. This option is disabled until a date is entered.

Contacts Button

Displays a list of all contact details for the associated applicant/vendor.

Print Button

Prints the grid exactly as displayed..