Property Information

The Properties screen displays a list of all the Properties a Contact is Selling or Letting. The tab is only displayed for Contacts that have a Type of either Vendor or Landlord.

The Properties screen provides a list of all Properties and displays the following information:

ID
Picture
Address
Beds
Price
Category
Status
Commission
Accepted Offer

The Properties can be filtered on:

Property Usage
Property Status - Valuation, Under Offer, Completed, Not Available, valuation, Archived
Category
Property Type
Development
Agency Agreement Type
Added By
Sales Progressor
Branch
Areas
Selling Method

The Count of properties is calculated based on the filter options selected.

On the Property List screen the following buttons are available:

New button - will transfer you to the add a Property screen enabling a property to be added.
Refresh button - clicking the refresh button ensures the latest applicant information is displayed.
Reports button - the report button provides the following options;

Property List
Property List (Summary)
Property Analysis
Property Yield Report
Property Marketing Analysis
Property Portfolio Report (for Owners)
Property Marketing Report (for Owners)
Aged Debtors Summary Report
Aged Debtors Details Report
Appointment Analysis Report
Produce Address Labels
Send A Letter
Send An Email
Send A SMS Text
Create Property Particulars / List

Appointments button - takes you to diary screen to make an Appointment, it will populate the Appointment with the details for the selected Property.