Page Comparison

1. Checklists in property attributes

When enabled and configured, a property checklist is accessed via property attributes

From property (sales or lettings):

• In Attributes panel, click edit (pencil) icon

  

• Click Checklists tab - where multiple checklists have been added, select the required list on the left

  

2. Using a property checklist

A checklist is set-up to meet business requirements, using usual/familiar system functionality to:

• Tick a box to indicate yes/no, set a date, enter a number or a monetary value, plus select a user, office, contact or company and also enter a line or multiple lines of text
  Some examples are shown in step 1 above

Attach document

• If the checklist item is set up to allow an attachment to be included, a paperclip will be displayed to the right of the option to allow an associated document to be uploaded (shown in step 1 above)

  • Click paperclip and browse for document - double-click when found
    When the document is uploaded, the paperclip icon will no longer be greyed out

  • Hover over the paperclip icon to display when the document was uploaded

    

  • Click paperclip icon for options to View document or Delete document

    

Select negotiator/user, office, contact or company (including how to edit or clear)

• If a checklist item is to select a negotiator/user, office, contact or company on the system, click the link and select the required negotiator/user, office, contact or company

• Once added, the name will be displayed on screen (as shown above)

To change a selected negotiator/user, office or contact:

• For a negotiator/user, office or contact, click the name link, then select another from the list

• For a company, click the company link and click Change the currently selected company, then select another from the company list

  

To clear the selected negotiator/user, office, contact or company:

• Right-click the link and select Clear neg/office/contact/company

  

Mark an item as not applicable

• Any checklist item can be marked as not applicable - click the red stop icon to the right of the item

  

• The option is marked as not applicable and greyed-out

  

3. Reporting on checklist items

Property checklist items can be reported on via a property power report

From main menu:

• Click Reports then Power Reports and select report type of Property

• Select Sales or Lettings, as required

• Select any required property report criteria for the report

• In Linked Records, click Property Checks

  

• The linked record is added as a sub-report, click Pick Property Checks Criteria
  ADD SCREENSHOTS AND FURTHER INFO WHEN CAN ACCESS ON SQLITE (with clean data)??to display the criteria options - each checklist is shown with the items for each list available as report criteria

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Example report

This example report will return lettings properties with an arranging tenancy being managed by a specific completion consultant where the completion date is in the next 4 weeks

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