Main Home Page
🏠 Using the Acquaint Home Page
The Home Page provides a central overview of your business activity, including reminders, tasks, and upcoming appointments. By default, the information shown is tailored to the currently logged-in user.
You can set the Home Page as your default landing screen in User Settings.
https://www.youtube.com/watch?v=Dh1XYh6OUys&t
🔔 Reminders & Information Panels
The reminders displayed are based on your User Settings and are grouped into the following categories:
System
Contacts
Appointments
Sales
Lettings
Property Management
Financial
Each reminder is interactive:
Clicking a reminder opens the relevant screen or record.
Some reminders offer a drop-down menu with report options for printing.
Use the Filter drop-downs at the top and bottom of the screen to refine which reminders and information are shown.
📅 Appointments & Tasks
Appointments Tab
Displays upcoming appointments:
Includes appointments created by or assigned to the current user.
Default view: Future – Next 14 Days
Tasks Tab
Shows tasks assigned to the current user:
Default view: Outstanding Tasks
You can manually add personal tasks to create a to-do list.
Tasks can be delegated to other users for collaboration.
📁 Recently Used Contacts & Properties
Quickly revisit your last 10 accessed Contacts or Properties:
Click the File button in the main ribbon menu to view the list.
🔄 Refreshing & Resizing
Click the Refresh button to manually check for updates or changes.
The Home Page remembers the last tab you selected—even after logging out.
Resize the Information / Reminders section by dragging the line at the bottom. The cursor will change to indicate when resizing is possible.