Page Comparison

• Send email

Right-click over email address (or click icon beside) 

• Copy number/email address

Right-click over number/address (or click icon beside) 

• Copy address

Right-click over address in applicant/property/contact/company screen

• Copy landlord/tenant name(s)

Right-click over name in property screen

• Text number
  Where SMS is in use

Right-click over contact number (or click icon beside) 

• Dial number
  Where TAPI dialling is in use

Right-click over contact number (or click icon beside) 

• Get list of recently accessed records

Right-click over fields where applicant or property records need to be associated
E.g. on a diary appointment, a Re field on a journal entry or when adding an offer from the property record

• Pick date from calendar

Right-click over date (or click icon beside) to display a calendar to choose date from

• Applicant Status options

Right-click over Status link on applicant record

• Applicant to property match results

Right-click over a property in the match results list for an option to book a viewing for the applicant on the selected property; also get an option to generate details/brochure for the selected property

• Property to applicant match results

Right-click over an applicant in the match results list for an option to create a journal entry/contact note
The note will be automatically copied to the matched property record, as well as the applicant record

• Email options from offer, tenancy, property & applicant screens

Right-click over the Letters button for options to email relevant parties

• Email options from works order screen

From the works order, right-click over the Documents button for options to email the landlord/tenant/all parties

• Currency options

Right-click over a monetary value field to get currency settings/options

• Google map display

Right-click over the property postcode to go straight to the map location on Google

• Current neg details and date in notes section

Right-click over the notes section Notes panel on certain records (e.g. property) to automatically add todays today's date and your initials/neg code negotiator code - which can then be used to tag your notes