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As part of the new user interface (UI) project, the following screens have been redesigned or elements changed in 12.160 to bring them in line with previously redesigned screens

1. Company screen

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In this version, changes have been made to:

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Company screen

Tip

This screen has been on gradual roll-out for several months, therefore may already be live on your system

The Company screen now uses the new UI format - all existing functionality exists but with a refreshed look and feel

Info

The new company screen is explained in more detail here:
New user interface - company/supplier screen

2.

screen

Lettings property attributes - utilities panel

The utilities panel, at the bottom of a lettings property attributes screen, has been re-organised for ease of use - all existing functionality remains

From lettings property, to view the Appliances, Insurance & Safety tab of the attributes screen:

  • Click Certificates
    The re-designed Utilities panel can be seen at the bottom of the screen

  • All previously available options can still be found in the Utilities section, except for Certificate Responsibility which has moved to the certificates panel above

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Exchange & completion wizard

The

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exchange &

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completion wizard screens, seen when changing a sales property status to Exchanged and Completed, now uses the new UI format - all existing functionality exists but with a refreshed look and feel

Exchange wizard

After changing

a

the property status to Exchanged:

  • The Exchange Wizard will launch, ready to select the buyer from the list

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  • Step 2 allows the selling details to be entered/confirmed

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  • Step 3 requires the commission details to be entered/confirmed

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Completion wizard

After changing

a

the property status to Completed:

  • The Completion Wizard will launch, allowing the buyer details

can
  • to be updated accordingly

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  • Step 2 allows the vendor information to be updated

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Info

The exchange & completion process is covered in more detail here:
Exchange & completion process

3. Lettings property attributes - utilities panel

The utilities panel, at the bottom of a lettings property attributes screen, has been re-organised for ease of use - all existing functionality remains

From lettings property, to view the Appliances, Insurance & Safety tab of the attributes screen:

  • Click Certificates
    The re-designed Utilities panel can be seen at the bottom of the screen

  • All previously available options can still be found in the Utilities section, except for Certificate Responsibility which has moved to the certificates panel above

Image Removed

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