Estate Agent Pro Enterprise

Progress Review Screen

Progress Review Screen

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Progress Review Screen

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The progress review screen is where properties are reviewed based on the review cycle set (default 30 days) for the underlying vendor.

 

Progress Review Screen Progress Review Screen

 

ProgressReviewScreen

 

This screen can be broken down into 4 primary areas.

 

 

hmtoggle_plus0 Property List

 

Property List

 

This grid contains all properties where the vendor is due for review. Certain columns can be dragged to the group area as indicated.

 

The status of the property is also indicated by a coloured block at the left hand side of the grid. Clicking on the information Information Button button will display a popup window detailing the meaning of the colours.

 

The statuses that appear in this review 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.

 

Contact Details Grid Contact Details

 

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.

Dated Notes Dated Notes

 

progressReviewScreenDatedNotes

 

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 properties 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 property and 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 vendor and removes the property from the list.

Review Tomorrow Button

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

Review 1 Week Button

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

Review 1 Month Button

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

Review On Button

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

Contacts Button

Displays a list of all contact details for the vendor.

Print Button

Prints the grid.

Buying Thru Us Button

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

Purchaser Button

If a purchaser is assigned to this property this button is enabled and clicking on it will open the Applicants Screen for them.

Sales/Rental Button

Displays the Sales/Rental Status Screen for the current property where the property's status can be changed and details relating to the sale can be recorded.

 

See the Sales/Rent Status Screen for more information.

View Property Button

Clicking on this button will open the Properties Screen focused to the selected property.