Hints & tips for using the Organiser
This guide has been reviewed against our global client base and classed as relevant to all regions
This page outlines some handy hints and tips for using the Organiser it covers how to:
(click a link to skip to a section)
Change panel size
A panel can be full or half length of the Organiser screen
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Add & move panels
New panels can be added and existing panels can be moved To move a panel
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)
For more information on changing layouts and adding new panels, click here: |
Save panel layout
To ensure any changes in the layout are saved for future use
The Save Layout screen is displayed:
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Change panel appearance and information shown (via Panel Setup)
Panel setup allows the panel appearance and information shown to be changed
Panel Setup is displayed:
For more information on adding new categories, click here: |
View Organiser panel/category information in a detailed grid
Information shown in a panel can be expanded and shown in a grid From a panel showing more than one set of data:
From a list:
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Use grid functions to sort, filter & group information
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
Right-click over the column headings for further options:
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