Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Fee split edit screen

When adding internal fee split information to a sales property, the Fee Split screen now uses the new UI format

From the Offers screen:

  • Click Buyer & Sales Details tab

  • In Internal fee splits, click add

  • The screen displayed uses the new UI format

Info

For more information on using the Buyer and Sales details screen, click here

Lost instruction screen

When logging a market appraisal property as a lost instruction, the Lost Instruction screen now uses the new UI format

From the sales property:

  • Click Status

  • Select Lost Instruction to other agent

  • The screen displayed uses the new UI format

Info

For more information on logging lost market appraisals, click here

Image RemovedImage Added

Withdrawal details screen

When changing a property’s status to withdrawn, the Withdrawn Details screen now uses the new UI format

From the property:

  • Click Status and select Withdrawn

  • The screen displayed uses the new UI format

Info

For more information on withdrawing or disinstructing a property, click here

Image RemovedImage Added

Sales invoice report results screen

When running a sales invoice report, the screen displaying the report results now uses the new UI format

From the Invoice Reports screen:

  • Enter the report criteria and click Report to run the report

  • The screen displayed uses the new UI format

Info

For more information on sales invoice reporting, click here

Add auction screen

When adding details of a new auction, the add auction screen now uses the new UI format

From the auction screen:

  • Click Add Auction

  • The screen displayed uses the new UI format

Info

For more information on auction functionality, click here

Marketing mode prompt

When viewing a property which is being marketed in AgencyCloud as both sales & lettings, the prompt to request which marketing mode to view it in now uses the new UI format

For example, from the diary:

  • Right-click over an appointment and select View Property

  • When a property is being marketed as sales and lettings, a prompt is displayed

  • The screen displayed uses the new UI format

Info

The select marketing mode prompt is shown in various places (where relevant) across AgencyCloud
e.g. when accessing key movements via a contact record and when running collated matches (as well as the diary)

...