Property Offers
🏡 Property Offers Screen Overview
Access the Property Offers screen via:
Main Tab → More → Property Offers
Alternatively, click the Property Offers Pending reminder on the Home Page.
This screen provides a consolidated view of all property offers, displaying key details at a glance.
đź“‹ Displayed Information
Each offer is listed with the following fields:
ID
Address
Owner
Contact
Amount
Status
Notes
🔍 Filtering Options
You can refine the displayed offers using the following filters:
Category: For Sale, To Let, or All
Usage: Residential, Commercial, or All
Status: Pending, Awaiting Proof, Rejected, Accepted, Withdrawn, Tenant Leaving / Left, or All
Branch: Specific Branch or All Branches
đź’ˇ Tip: If an offer has been accepted but you're still awaiting proof of funds, use the Awaiting Proof status to keep the property marked as Available.
🧰 Menu Actions
Available via the Menu button or by right-clicking on the screen:
New: Add a new property offer
Edit: Modify the selected offer
Reports:
Property Offers by Property
Property Offers by User
Property Sales Commission (only visible when filtering for Accepted Offers on Sales Properties)
Find: Search for specific text within the grid
Export Grid to Excel: Export the data to a Microsoft Excel worksheet
Refresh: Reload the latest property offer data
Filter Rows: Enable or disable row filtering for multi-contact selection
Options: Select All, Unselect All
đź’ˇ Data Entry Shortcuts
To speed up price entry, use the following keystroke shortcuts:
Type
"100K"→ auto-formats to"£100,000"Type
"1M"→ auto-formats to"£1,000,000"