Client Review Screen |
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Client Review Screen |
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Client Review Screen |
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Client Review Screen |
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The client review screen is where clients are reviewed. Each client can have an individual review cycle set (default 30 days) and is designed so that you can more easily control your client list.
If a client is a vendor or applicant the next review date will be automatically reset whenever they are edited, a dated note, sales chasing note, offer or viewing is added.
Client Review Screen
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Clients should be reviewed daily otherwise the number of clients to review will become too large to manage.
This screen can be broken down into 4 primary areas.
Client Grid
This grid contains all clients that are due for review. If a client is selling or buying more than one property they will appear more than once in the list.
Certain columns can be dragged to the group area as indicated.
A
Double clicking on a client will open either the applicant or properties screen focused to the respective client or clients property.
If the client is a vendor the status of the property will be indicated by a coloured block at the left hand side of the grid. If the client is an applicant then the colour will indicate the status of the applicant. Clicking on the information
If the grid is filtered by applicants the applicant status column will be visible. If it is filtered by vendors then the property status column will be visible. These columns in turn can be filtered on. |
Notes
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The notes entered against the applicable applicant or vendor.
The |
Contact Details Grid
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Offers/Viewings
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The Outline information on offers and viewings that this applicant has made are displayed here in descending date order (most recent first). Double clicking on a property will open the property screen focused to the respective property. There will be a slight delay while this happens. Double clicking on the |
Dated Notes
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Client date related notes can be entered here. See How do I use the navigation buttons? for further help on the navigation bar. The The Double clicking on the By default historic dated notes cannot be changed. |
Ribbon Bar
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in the left most column indicates that the client is a vendor. A 
indicates that the client is an applicant.
button will display a popup window detailing the meaning of the colours. The colours and the applicant statuses can be configured by your system administrator.
button can be used to undock (expand) the panel to make it easier to see multiple entries.
button will open the 
button will open the 
button will undock this panel making it larger for ease of use.
indicates that an offer was rejected.
button can be used to enter the note entered into the diary on the date entered. 
