Versions Compared

Old Version 6

changes.mady.by.user Fiona Wilson

Saved on

compared with

New Version Current

changes.mady.by.user Fiona Wilson

Saved on

Key

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

...

Tip

Reporting on advanced custom sales progress milestones will be possible in future versionsis possible from version 12.179+, as outlined here: Report on advanced custom sales progress milestones

1. Access the sales progress screen

From the property screen:

  • Click Offers and select the accepted offer

  • From the Options panel, click Sales Progress

    Offer screen with Sales Progress highlighted.png

2. Access advanced custom milestones

Tip

When advanced custom milestones have been configured they will be displayed by default, as shown in the example below - when not configured, the Milestonestab will display the legacy milestone view instead

When advanced custom milestones have been configured, if milestone information had previously been entered, a record of these is stored in the Legacy Milestones tab
See section 2a for more information

From Sales Progress screen:

  • The advanced custom Milestones are shown by default

    Milestones - sales progress.png
Info

All options shown above have been set-up per customer requirements and can be changed as required via configuration

2a. Legacy Milestones

The Legacy Milestones tab is displayed if previous/original milestone options had been entered before the advanced custom milestones were implemented on your system

Legacy milestones.png

3. Advanced custom milestone options

The milestone and associated options offered are dependent on configuration, see note at the bottom of this section

  • Milestone title
    When a red cross is shown to the right of the milestone, the milestone title can be changed - clicking the red cross also allows the milestone to be removed
    Where no red cross displayed, the milestone cannot be edited or removed, as set up in configuration

  • Milestone status
    Status options offered are dependent on configuration
    When a document is required in order to complete a milestone, any status classed as a completion status will not be displayed (e.g. Received, Approved)

  • Milestone ‘required by’ date
    Where configured, a date is shown and allows a ‘required by’ date to be identified for the milestone

  • Document required
    When a document icon is displayed (to the right of the milestone) a document needs to be uploaded before the milestone can be marked as completed
    Documents are uploaded via the paperclip icon to the right of the milestone

  • Milestone required by exchange
    When an exclamation mark icon is displayed (to the right of the milestone), the milestone must be completed before the property can be set to Exchanged status - this has been applied to all milestones shown below
    When a milestone is considered ‘complete’ is dependent on configuration

  • Paperclip icon
    Click this icon to upload documents or view documents already uploaded for the selected milestone

Milestones - options.png
Tip

How milestones are set up is dependent on configuration - Enterprise clients can contact Reapit Support to request setup

Alternatively, if you have access to configuration screens, you can set this up yourself via the Setup Checks/Agreements screen, as outlined here: Checks & agreements - how to set-up & maintain

4. Completing milestones

When milestones are marked as completed, this is indicated on screen
Status options that determine the milestone being complete is dependent on configuration

Milestones - completed.png

...