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The Office refer from criteria option in Power Reports allows a list of potential vendors to be generated
This criteria uses the referral postcodes (already setup set up) for each office and returns applicants (or property records) with matching postcodes that are registered in other offices
This criteria option is also available for property records but is more likely to be used for applicant reports to locate applicants who are potential clients
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For example, the London office can run a report to see how many applicants are registered in other offices where the applicant has a postcode within London’s selling patch |
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Office referral postcodes need to be set-up in order to run these reports, click here for more information on vendor referrals (including initial setup information) |
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The ‘office refer from’ criteria option in Power Reports allows a list of potential vendors to be generated |