Hints & tips for using the Organiser

A panel can be full or half length of the Organiser screen

• Hover over the bottom border of the panel
  A double-headed arrow will be displayed

• Click and drag to make the panel full length or half length - this leaves space to move an existing panel below it, or add a new one - see step 2
  In this example the Property Management panel (previously full length), is now half the length of the Organiser

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New panels can be added and existing panels can be moved

To move a panel

• Hover over the panel header - i.e. the coloured strip at the top of the panel

• Click and drag to a space on the Organiser

• When Drop Panel Here is displayed, drop the panel in the space indicated - the panel will now be displayed in its new location

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To add a panel

A current category in a panel can be taken from the panel to create a new panel, dedicated to the selected category (e.g. Current Tenancies, Available Properties - Sales/Lettings)

• Hover over the required panel category currently in a panel

• Click and drag to a space on the Organiser

• When Drop Panel Here is displayed, drop it in the space indicated - the panel category will now be shown as a panel

To ensure any changes in the layout are saved for future use

• Click the Layout button (top left) and select Save current layout

The Save Layout screen is displayed:

• To update the existing layout, leave set to Update existing layout and click Save

• To create a new layout, change the Layout name and select Save as new layout, then click Save

Panel setup allows the panel appearance and information shown to be changed

• Hover over the panel header and click the cog icon

Panel Setup is displayed:

• Panel header allows you to change the title of the panel
  Clicking the button to the right of this field allows you to change the colour of the header

• Offices to include allows you to add or edit the offices whose data you wish to show on this panel

• Pick categories to display allows you to choose the content of the panel
  Category order cannot be changed

• The bin icon on the header bar allows the panel to be removed from the layout

• After making any changes to the panel, click the tick icon on the panel header

Information shown in a panel can be expanded and shown in a grid

From a panel showing more than one set of data:

• Right-click over the information you want to see in a grid and select Full results

From a list:

• Hover over the panel header and click Pop out into full results icon (to left of cog)

When information from the Organiser is shown as Full results (see previous section), it is shown in a grid where more information is shown and grid functions can be used such as sorting, filtering and grouping

• Click on a column heading to sort by that column in ascending order

• Hover over a column heading and click the filter icon

  • Selecting an option will filter the grid

  • e.g. Selecting Under Offer - Available will just show properties with that status, selecting Group by Status groups the list into expandable sections

• Grouped example
  To ungroup, click the red cross which is shown at the bottom left of the screen

Right-click over the column headings for further options:

• Export to allows the grid contents to be exported to Microsoft Excel

• Pick columns allows further information to be pulled into the grid

• Any changes to the grid can be saved for future use via the Save grid layout option