Property List
The Property List provides a list of all Properties and displays the following information displayed in alphabetical order based first letter of the property address,
For Sales:
ID
Picture
Address
Beds
Price
Type
Status
Market Date
Days
Apps (Appointments)
Exchanged Date
Completion Date
Comm (Commission)
Owner
For Lettings:
ID
Picture
Address
Beds
Price
Type
Management Type
Status
Market Date
Days
Apps (Appointments)
Available Date
Comm (Commission)
Owner
The Property List can be filtered on:
Property Usage - Residential, Commercial, All
Property Status - Valuation, Under Offer, Completed, Not Available, valuation, Archived
Category - For Sale, To Let or All
Property Type
Agency Agreement Type - Sole, Joint Sole, Multiple, Sub-Instruction, All
M
Assigned User
Branch
Areas
Selling Method
https://www.youtube.com/watch?v=P1Qwu1MvW74
On the Property List screen the following buttons are available from the Menu button:
Show Property Pictures
Edit - displays the Main Details of the property enabling it to be edited.
Appointment button - takes you to the diary screen to make an appointment, it will populate the appointment with the details for the selected property.
Reports produces any of the following reports;
Property List
Property List with Pictures
Property Charts
Property Marketing Analysis
Property Yield Report
Property Portfolio Report (for Owners)
Property Marketing Report (for Owners)
Appointment Analysis Report
Property Sales Commission Report
Contact Export
Property Export - produces a simple .CSV with properties and owners
Letters, Emails & SMS Texts -
Create Property Particulars / List
Viewing Mode - you can change the Viewing Mode from a List view to a Map View which will plot all the Properties on a Google Map.
Find - find text on the screen
Export Grid to Excel - export the data to a MS Excel worksheet
Refresh - clicking the refresh button ensures the latest property information is displayed.
Filter Rows (Select All, Unselect All)- this will enable/disable the Filter Rows column allowing multiple Contacts to be selected and Letters, Emails and SMS Text options to be used for multiple records.
The Count of properties is calculated based on the Filter options selected.
Next to the filters Grid and Map view icons enable you to toggle between List View and Map View
Clearing the Show Property Pictures check box enables more properties to be displayed on screen.
Right-clicking anywhere on the Property List screen will display the Menu options.