By default this grid contains a list of all active (non-archived) properties. By means of the buttons on the toolbar at the bottom left of the grid, properties can be added , deleted (archived) , saved , cancel any changes , have information displayed and be filtered on .

To search for a specific property any part of the address string can be entered in to the search field, which is case insensitive. Once entered either press the enter key or one of the search buttons: search from beginning, search for next occurrence of the search string or search for previous occurrence of the search string.

See How do I filter properties? for an example of using the filter button.

You can also move between properties by clicking on the property or using the progressive search facility. For example if, when the grid is focused, you press the 2 key it will move to 2 Magdalen Road, if you then press the 5 key it will move to 25 Green Road and so on.

Clicking on the information button will display a popup window which is shown on the right which corresponds with the coloured blocks shown against each property.

The tabs at the top of the list are different ways of displaying the list. The default is by address and that is the one shown. The other 2 are by vendor name and property reference and are purely used as different search mechanisms. e.g the vendor is on the phone and just gives you his name!

The main image and caption (if entered) is displayed by default. Images can be scrolled using the navigation bar beneath the image.

The Ask Price is the price the vendor wants the property marketed at.

The branch selling/renting the property (cannot be changed). This is the branch that added the property to the database.

Indicates whether or not the vendor has to sell this property in order to purchase another.

Select the Negotiator dealing with this property from the drop down list.

The default is configurable by your system administrator. Select Sale or Rent from the drop down list. Input fields are added/removed dependant on the selection.

The status of the property (cannot be changed here).

Select the appropriate council tax band.

Indicates whether the property is vacant or not.

To change the property address click on the button on the right hand side of the address. This will display the Address Details screen where the new address can be entered. See the Address Screen for further information.

Local authority applicable. The default is configurable by your system administrator.

The price details that you wish to appear in property particulars, reports, your website and property portals. In the example given the price details will show in reports as "OFFERS INVITED ABOVE £895,000". See How do I use price qualifiers (POA,OIRO. etc...)? for further information.

Enter the number of bedrooms, bathrooms, etc. that the property has.

Property classifications are configurable by your system administrator. Up to ten classifications can be defined.

An entry must be completed for each classification. This is mandatory once the property becomes available.

The Key/Alarm Details panel is initially collapsed for security purposes when the screen is first opened. If you hold keys for a property then the relevant information can be entered here. The alarm code will be masked, to display it, double click on the Code box.

Enter any other relevant notes applicable to the property. Vendor notes can be added under the Vendors Tab.

The button can be used to undock (expand) the panel to make it easier to see larger notes although it is recommended that these notes are kept to what can be seen by default.

Date related notes can be entered here.  See How do I use the navigation buttons? for further help on the navigation bar.

The button can be used to enter the note entered into the diary on the date entered.

The button can be used to undock (expand) the panel to make it easier to see multiple entries. Clicking on the button will open a screen allowing you to edit and save the selected dated not to the associated applicant if applicable. If the property is not in the process of being purchased this button will be disabled.

By default dated notes cannot be changed.

Opens the Matching Screen where you can specify a combination of options for running the match. These options include: new applicants, previously matched applicants, only those belonging to a negotiator and applicant statuses. Once the options are set, the match is run against all the applicant records in your database, matching their criteria with the property, unless they are excluded by the options set. Once the matching is complete the Applicant/Property Matching Screen will be displayed where you can choose to communicate the results of the matching process to the applicant by text, email or letter.

Offers made against a property are entered here. Facilitates the entry of multiple offers by multiple applicants.

See the Offers Screen for more information.

Provides an easy means of registering the current vendor as an applicant without having to fill in all of the details again. The applicants screen is then opened at their entry so that you can complete the other details.

Provides the ability to clone (copy) the current property as a new property. This is particularly useful in new build situations where several similar properties are for sale.

See the Clone Property Screen for more information.

Opens the letters screen where you can send predefined letters to the vendor by either text, email or post. All letters sent are saved and are accessible by clicking on the Draft & Sent Letters button.

See the Communications Screen for more information.

Provides details of all communications previously sent to the current vendor. Communications can be resent from this screen.

See the Customer Communications Screen for more information.

Displays a list of all contact details for this client including those of the purchaser (if applicable) and their solicitor if relevant. There are also tabs on the screen for sales chasing, central notes and chain flow.

See the Contacts Screen for more information.

Opens the Google Maps interface with the focused property displayed. There is an option to show all other properties.

See the Google Map screen for more information.

This is where all images related to the property can be loaded. They can also be edited, re-sized, etc.

See the Images Screen for more information.

Two types of property templates can be defined and generated from within Estate Agent Pro. There can be an unlimited number of these. EAP Templates are internal and quicker to generate. Word Templates use Microsoft Word and are much slower to generate as Microsoft Word has to be loaded. Both types can be stored against the property as PDF's so that they can be easily attached when communicating with new applicants. Stored templates can also be viewed and maintained here. See the Stored Templates Maintenance Screen for information on maintenance. A new Microsoft Word stored template can be created as follows:

1.Select the property that you want to work with.

2.Click on the Templates button.

3.Select Word Templates and then select the template that you want to use.

4.Once the template has opened and merged the property data into it, click on Save & Exit on the floating toolbar.

5.Give the template to be stored a name, by default it will be given the name of the tempate that you used, but this can be edited or completely changed.

6.Once the template has been saved, it can now be opened as a PDF file and printed. To open it for printing go to: Templates>Stored Templates.

The up and down chains can be recorded here for properties under offer and sale agreed. The current property and the purchaser are automatically added.

See the Chain Flow Screen for more information.

Various Historical data can be displayed from this drop down list.

Displays the Sales Status Screen for the current property where the property's status can be changed and details relating to the sale can be recorded.

See the Sales/Rent Status Screen for more information.

Opens the viewing screen for the current property displaying a list of all viewings made and the status of them. Existing viewings can be updated and new viewings can also be entered. Offers can also be added from this screen.

See the Viewings Screen for more information.

If all information has been correctly entered this flag will be green. If it is red, clicking on it will list the reasons why it is not uploadable to your website and property portals.

This is purely an indication of whether or not the current vendor is also buying a property through you. If they are, this button is enabled and clicking on it will open the Applicants Screen for them.

This is purely an indication of whether or not a purchaser is assigned to this property. If one is, this button is enabled and clicking on it will open the Applicants Screen for them.