Page Comparison

From the Organiser:

• Click Settings (top right)

• Click General on left and tick Display property management panel

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• Click Done

When a numeric entry is shown with a line under it, it is possible to change the number

For example, to see Tenancies due for renewal in the next 90 days:

• Click the current number of days

• Type the required number and press enter on your keyboard

  

This section covers how to access the detail behind the figures shown in the panel

From an entry in the panel:

• Click to display the associated data in a list
  For example, clicking Outstanding works orders will show a list of the 5 works orders that are currently outstanding

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• Click links to show the associated records
  In this example, clicking Works order will display the works order itself, clicking the address will display the property record and clicking the supplier will show their company record

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• This list can be displayed in more detail via a full results grid view, see next section

• Click the back button (top left on panel header) to return to the main screen

When viewing a list in the Organiser (as seen in the previous section), most sections allow you to view the data in a full results grid

• Hover over the panel header and click the icon to Pop out to full results

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• The data shown will be displayed in a pop-out screen 
  Grid functions are available to help with viewing the information shown - see next section

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