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This guide has been reviewed against our global client base and classed as relevant to

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all regions

As part of the new user interface (UI) project, the journal screen seen on a property, applicant and contact record has been redesigned to bring it in line with previously redesigned screens

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All existing functionality exists but with a refreshed look and feel with enhanced usability features

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An example applicant journal is shown above

The information below picks out the key new features and enhancements found in the applicant, property and contact journals

1. Reduced sections displayed

  • Sections are only shown when information exists

    For example, if a property has no viewings booked, then no Viewings section is shown

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2. Preview / information panels

The right-hand side panels show information about the selected entry (e.g. viewing, offer, match) and related applicant/property for the entry - an example property journal is shown below

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  • Information about the selected entry is shown on the right, followed by information about the related record (i.e. applicant/property) below that

  • When possible, the related screen can be accessed by clicking the pencil icon

  • Where follow up notes can be entered, the notes entered are shown or, where not yet added, an option to add follow up notes is offered

  • On the applicant journal, the related property image is displayed, with the option to view the property on a map

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    You can also scroll through the property images and click on them to view a thumbnail
    Where images haven't been entered for the property yet, the property's map location is shown instead

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3. Contact shortcuts

As seen in other new UI screens, icons beside contact details offer shortcuts

  • For example: send email/SMS or copy

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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Overview of the changes made to the journal screen as part of the new user interface project