New user interface - offers screen

• Property Status, always on display, is now available top left of the screen and is also colour coded according to the current status (as seen in Buyer & Sales Details section below)

  Open

  

• Offers & Reservations and Buyer & Sales Details - are available as tabbed options at the top, as previously seen in the legacy offers screen

Available Offers & adding a new offer

All offers for the current property are displayed in this panel

Use grid functions to sort/filter/group the list:

• Click column heading to sort the list ascending/descending

• Click to the right of the heading for filter/group options

• Right-click over the headings for extra options
  E.g. add extra columns and save the new grid layout and/or export the list to Excel

Adding a new offer

From the Available Offers panel (shown above): 

• Click  (top right)

• Navigate through the Add New Offer wizard
  All functionality is the same as the legacy offers screen

• After clicking Finish, the new offer is then shown in the Available Offers panel

As with the legacy offers screen, the offer should be selected when viewing/adding other information in this screen, such as offer status, see next step

Offer Status (etc.)

Ensure the correct offer is selected in the Available Offers panel above

• The relevant information for the selected offer is shown here
  
  

• All fields/details were previously available in the legacy offers screen, but are now pulled together into one panel

Options

Ensure the correct offer is selected in the Available Offers panel above

• All options shown were previously available in the legacy offers screen
  
  

• When Sales Trust Accounts is in use, this panel will also display accounting functions

Invoice, Letters & Save buttons

• Click Invoice to access the invoicing screen for the property where invoice details can be viewed and/or generated
  
  

• Click Letters to access the letters screen for the property where offer letters can be viewed and/or generated
  
  Both buttons were previously available at the bottom right of the legacy offers screen
  
  

• The offers screen now has a Save button, this means the screen can be saved without exiting it first

Activity Feed

The Activity Feed panel offers the same functionality seen in other redesigned screens and replaces the Notes functionality previously available in the legacy offers screen

• Click  (top right)

• Select to Add general offer note or to Add note for offer by: (currently selected offer)

• Add offer note and click Accept
  The offer note will be shown in the Activity Feed

When notes have been added for specific offers:

• Click the Filter button to filter the Activity Feed to show only notes for a specific offer