Key management

Details of keys stored on the system can be viewed in a single screen

This update greatly enhances key functionality by allowing all key management to be carried out from one place, providing the ability to:

• view details of all keys - filtered by sales and lettings

• search by key number, property address/reference and office where the key is held

• filter by checked out keys

• view & print key movement information

• view key number, status, details of keys in set, plus property office, manager and status
  Plus, for lettings: tenant, tenancy status and property manager details

  • grid functions can be used to sort and filter all the above information

1. Launch key management screen From main menu: Click Property and select Key Management Each time the screen is launched, on initial view, it will automatically display key details for sales or lettings properties depending on the mode last used However, when switching the mode from sales to lettings (or vice versa), in order to view the key details, the Search button needs to be clicked after selecting the mode

2. Search & view key information Search key information The screen is automatically filtered by office Use the search options on left to ensure the required key information is shown After selecting the required options, click Search View key information The grid displays the following information: Sales properties Key number, key type (sales, lettings, management - as configured on your system), key status, keys in set, property address, property reference code, property office, property key contact (manager) and property status Lettings properties As above, plus tenancy reference code, tenant name, tenancy key contact (manager) and tenancy status View key detail From the key management grid (shown above): Double-click to access the Viewings and Keys screen This screen is accessible from all property records and is usually where key information is logged when marketing the property Key details are shown bottom left - click a set of keys for available options

3. Key movements

4. Checked out keys filter option

5. Grid sort/filter options

Config option: Set key return date - configuration option

Related articles

• Page:
  Key management screen - configuration option
• Page:
  Key management screen enhancement (12.195)
• Page:
  Troubleshooting keys
• Page:
  Available key numbers report via key management screen
• Page:
  Store property key details & enter viewing/access arrangements
• Page:
  Set key return date - configuration option
• Page:
  Report on keys that are out with companies