New UI round-up/changes: v12.160

Owned by Fiona Hardy, created
Last updated: Feb 02, 2023
3 min read

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, in 12.160 the following screens have been redesigned or elements changed to bring them in line with previously redesigned screens:

Company screen

This screen has been on gradual roll-out for several months, therefore may already be live on your system

The Company screen now uses the new UI format - all existing functionality exists but with a refreshed look and feel

The new company screen is explained in more detail here:
New user interface - company/supplier screen

Lettings property attributes - utilities panel

The utilities panel, at the bottom of a lettings property attributes screen, has been re-organised for ease of use - all existing functionality remains

From lettings property, to view the Appliances, Insurance & Safety tab of the attributes screen:

  • Click Certificates
    The re-designed Utilities panel can be seen at the bottom of the screen

  • All previously available options can still be found in the Utilities section, except for Certificate Responsibility which has moved to the certificates panel above

Exchange & completion wizard

The exchange & completion wizard screens, seen when changing a sales property status to Exchanged and Completed, now uses the new UI format - all existing functionality exists but with a refreshed look and feel

Exchange wizard

After changing the property status to Exchanged:

  • The Exchange Wizard will launch, ready to select the buyer from the list

  • Step 2 allows the selling details to be entered/confirmed

  • Step 3 requires the commission details to be entered/confirmed

 

Completion wizard

After changing the property status to Completed:

  • The Completion Wizard will launch, allowing the buyer details to be updated accordingly

  • Step 2 allows the vendor information to be updated

 

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