Page Comparison

1. Check out key

From the property:

• Click Viewing and Keys
  

• Click relevant key
  

• Select Check key out to then select Negotiator or Contact / Company
  
  Select the relevant negotiator/contact/company

2. Enter a return date

A prompt to enter the key return date will be displayed

• Enter the date the key will be returned
  The current date or a date in the future must be entered
  

• Click Accept

3. When the key is checked out

• Hovering over a checked out key displays the key return date
  (along with other check out details)
  

• The key return date can be changed by clicking the checked out key and selecting Edit return due date

4. Identify overdue keys via the keys screen & reporting

Keys whose return date is overdue can be identified :on the keys screen & via a power report

Via the keys screen:

• When a key return date is overdue, the key record is flagged in red on the keys screen

Image Added

Via Power Reports:

• Select Property report type, then select Sales/Lettings as appropriate

• Select any relevant criteria to filter the results, such as Office (or leave blank for all)

• Click Show more and, from Linked Records, select Keys

• Click Pick Keys Criteria - select any relevant criteria or leave blank for all

• From Linked Records, select Key Movements

• Click Pick Key Journal Criteria and select Due Date
  The screen will be displayed as shown below

• This report will return a list of lettings properties in the London office with keys that are currently checked out and marked with a return date in the previous week

5. Import Power Report into AgencyCloud

The above Power Report can be imported to AgencyCloud (for sales and/or lettings) by downloading the required .rrd file on the right and importing it into AgencyCloud as a Predefined Report - see note below