This guide has been reviewed against our global client base and classed as relevant to all regions |
The Property Management panel on the Organiser pulls together all information needed for the property manager - this guide covers how to use the panel to view the data behind it and how to access setup options
For general information/help on using the Organiser, click here: Organiser |
This page covers:
If the Property Management panel is not on your Organiser layout, follow the instructions in this section |
From the Organiser:
|
1. Access Property Management panel From Organiser:
| |
2. Access panel setup options To access setup options:
| |
3. Set up new categories In the Pick categories to display section (shown above)
|
When a numeric entry is shown with a line under it, it is possible to change the number For example, to see Tenancies due for renewal in the next 90 days:
|
This section covers how to access the detail behind the figures shown in the panel From an entry in the panel:
|
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
|
When information is shown in a grid, the following functions are available:
|
Related articles appear here based on the labels you select. Click to edit the macro and add or change labels.
The Property Management panel on the Organiser pulls together all information needed for the property manager - this guide covers how to use the panel to view the data behind it and how to access setup options |