Page Comparison

1. Access journal

From estate record:

• Click Journal (top middle)

2. Estate journal

• Expand sections to see more information - double-click entries to open associated records

• Associated information is shown on the right - use icons to open associated records and/or access contact shortcuts

3. Detail Change

Displays key changes to the estate record, including changes to:

• Service charge invoicing frequency, client account, estate status and financial year start

4. Letters

• Displays a log of each letter which has been generated for the estate and for which unit(s)

5. Appointments

• Diary appointments with the appointment type of Appointment booked on the estate/block/units are displayed

6. Miscellaneous

• Displays other entries, such as manual telephone/contact notes that have been added
  (usually via the button on the Activity Feed)

7. Tasks

• Displays tasks and reminders that have been added
  (usually via the button on the Activity Feed)

8. Units

• Displays all units associated with the estate record

• When an expand arrow is present beside a unit, this indicates the unit has journal entries

9. Filter & report options

Use search and/or date filters (top left) to find required information in the journal:

• Enter text and/or dates and press enter

• Click Filter then Clear all filters to return to the default view

  

• The Reports option allows the journal information to be produced as a Detailed or Summary report