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This guide has been reviewed against our global client base and classed as relevant to all regions |
Two configuration options are available to allow a specific Property Manager and/or a Property Administrator to be identified on a property, alongside the existing Key Contact/Manager option
This then allows:
Property Manager/Administrator names to be shown within grids throughout the system
A grid allows filtering and sorting (by name) to be carried out
Filtering by Property Manager/Administrator on the Organiser and
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To enable one or both of these options, click here to contact Reapit Support
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1. Identifying a Property Manager/Administrator From the Relationships panel on a property: |
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One of each role (i.e. Property Manager, Property Administrator and Key Contact) can be added to a property |
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2. Filtering by role on the Organiser The Property Management panel on the Organiser can be filtered by role |
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Roles are set via the Relationships panel on the property, as seen in step 1 |
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2a. Property Management Panel Setup - scope options You can choose which office and user information is shown when filtering by role on the Property Management panel From the Property Management panel: Hover over the panel heading and click the cog icon
Panel Setup is displayed
Each scope option allows you to control which office or user information is shown, select the required Office, Negotiator, Property Manager and Property Administrator
Negotiator scope refers to the Key Contact on a property, which is then seen when filtering By Manager
Click the tick icon in the panel header to save
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3. Viewing roles in grids When viewing a grid showing lettings properties, the Property Manager/Administrator roles can be viewed (the Manager/Administrator name and/or code can be shown) This grid was achieved by right-clicking over Current Tenancies in the Overview panel on the Organiser and selecting Full Results |
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the Property Manager and Administrator codes in the grid
Click to the right of the column heading to filter by a specific Manager/Administrator
Click Print for options to export the list to email or Excel, along with printing options
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The Property Manager and/or Property Administrator columns need to be added to the grid first From a lettings property or tenancies grid (such as that above), right-click over the column headings, select Pick columns then click More - tick the Prp. Manager Name/Code and/or Prp. Admin Name/Code options and click Accept
To make sure these columns are always shown, right-click over the column headings again and select Save grid layout |
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4. Reporting When running a lettings property report, the option to report by Property Manager or Property Administrator is available From Power Reports: Select Property Report and select Lettings
Use Prp. Admin and/or Prp. Manager criteria options to filter the results
Add any other criteria needed for the report
Click Run Report
The results grid can be set to show the Property Manager and/or Administrator names -
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For more information on Power Reports, click here |
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Two configuration options are available to allow a specific Property Manager and/or a Property Administrator to be identified on a property, alongside the existing Key Contact/Manager option |
