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This guide has been reviewed against our global client base and classed as relevant to Scotland only

Available from version 12.193

This update applies to customers using Scottish property system features in Reapit

Having a closing date field in the marketing screen has been added to the existing standard Scottish property system settings to provide the field for all Scottish clients, removing the need for custom files to be used (as required previously)

This field allows the closing date for interest in a property to be logged

The closing date can be reported on via a property report and seen in property grids seen when using property grids on Organiser and after running a report

You may have previously had this function prior to version 12.193 - if this is the case, you can continue to use the field as before, with the added advantage of being able to report on the field and see information about it in Organiser property grids and report results, as standard

The update in this release is to include the closing date field as part of the Scottish property system features as standard, removing the need for custom files to be added

1. Enter closing date

From sales or lettings property:

  • Click Marketing

    Closing date - marketing link on prop.png

  • Enter Closing Date

    Closing date on marketing.png

2. Report on closing date

From main menu:

  • Click Reports then Power Reports and select report type of Property Report for Sales or Lettings

  • Click Pick Property Criteria and then click Show more

    Ground rent type report - show more link.png

  • Select Closing Date criteria option

    Closing date report criteria .png

  • Select the required date or date range

    Closing date report criteria options.png

View closing dates in property/Organiser report grids

Properties with a closing date can be easily identified when viewing properties in a property Organiser grids and after running a property report by ensuring the closing date column is added to the grid, when required

From a report or Organiser property grid:

  • Right-click over the column headings, click Pick columns and select More

  • Tick Closing Date and click Accept

    Closing date column added to report results grid.png

  • The Closing Date column is added to the far right side of the grid - click and drag the column heading to the desired position

  • Right-click over the column headings again and click Save grid layout
    If you have already saved the report criteria - to save to the default property report grid, select Save as default layout or, to save the grid just for this report, select Save grid to report

  • The column will show when using this type of grid again - grid functions can be used to sort or filter the list

    • To sort the list, click the column heading

    • To filter the list, hover over the right of the column heading to view filter icon (shown below) and click to filter by date

Closing date report grid filter option.png

The example above shows a property grid accessed via a property Power Report - the same functionality is available when viewing a property grid via the Organiser

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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