New user interface - property screen
This guide has been reviewed against our global client base and classed as relevant to all regions
As part of the new user interface (UI) project, the property screen has been redesigned to bring it in line with previously redesigned screens
All existing functionality exists but with a refreshed look and feel with enhanced usability features
1. Buttons Buttons previously found along the bottom of the screen (Match, etc) are now found across the top of the screen (for Pictures see point 4)
 | |
2. Menu options A downwards pointing arrow indicates menu options exist
 | |
3. Journal entries replace contact notes As seen in other new UI screens, a contact note is now termed as a journal entry; journal entries are shown in the Activity Feed Adding a contact note is now done like this:
Like previous Contact Notes, entries in the Activity Feed are non-editable and provide a useful audit trail for activity  | |
4. Pictures The following enhancements have been made to pictures:
 | |
5. Contact shortcuts As seen in other new UI screens, icons beside contact details offer shortcuts
| |
6. Accessing Marketing, Financial, EPC, Rooms & property Attributes
|
Related articles
Â