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The Property Management panel on the Organiser pulls together all information needed for the property manager and, like all Organiser panels, it can be customised to suit how you work- this guide covers how to use the panel to view the data behind it and how to access setup options

Tip

For general information/help on using the Organiser, click here: Organiser

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From the Organiser:

  • Click Settings (top right)

  • Click General on left and tick Display property management panel

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  • Click Done

Access Property Management panel, panel setup & add new categories

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This section covers how to access the detail behind the figures shown in the panel

From an entry in the panel:

  • Click to display the associated data in a list
    For example, clicking Outstanding works orders will show a list of the 5 works orders that are currently outstanding

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  • Click links to show the associated records
    In this example, clicking Works order will display the works order itself, clicking the address will display the property record and clicking the supplier will show their company record

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  • This list can be displayed in more detail via a full results grid view, see next section

  • Click the back button (top left on panel header) to return to the main screen

Tip

For information on works orders: Works orders (property management)

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When viewing a list in the Organiser (as seen in the previous section), most sections allow you to view the data in a full results grid

  • Hover over the panel header and click the icon to Pop out to full results

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  • The data shown will be displayed in a pop-out screen 
    Grid functions are available to help with viewing the information shown - see next section

Tip

When viewing a list of certificates, an option to book works orders in bulk may be available
For more information, see this guide: Book works orders in bulk

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Excerpt
hiddentrue

The Property Management panel on the Organiser pulls together all information needed for the property manager and, like all Organiser panels, it can be customised to suit how you work- this guide covers how to use the panel to view the data behind it and how to access setup options