Sales progress screen enhancements (12.177)
This guide has been reviewed against our global client base and classed as relevant to all regions
Available from version 12.177
To provide better usability, the sales progress screen has been enhanced, as follows
Less information shown in one screen (see section 2)
Information previously shown on the sales progress screen has been split into two tabs meaning that the progress Milestones and Mortgage & Additional Survey are now shown separatelyGreater visibility of solicitor information (see section 3)
Contact information for a solicitor staff member is shown on the sales progress screen and include usual contact shortcuts to be used to email/text/call (where configured), plus any staff/company contact details can be accessed without having to click through to the company record
1. Access the Sales Progress screen From the property screen:
|
2. Information shown on two tabbed screens The progress Milestones and Mortgage & Additional Survey information, instead of being shown on one screen, has been split up on two separate tabs Milestones tab From Sales Progress screen:
Mortgage & Additional Survey From Sales Progress screen:
The tick boxes/fields shown on both tabs were all previously available prior to version 12.177 |
3. Solicitor information Where staff members have been entered:
To change to another staff member
The Staff Member name/details are normally used as the main point of contact when producing correspondence for the solicitor If the change made using the sales progress screen is not a permanent change to the main contact, ensure that the correct name is re-selected before saving/closing the screen To display company details
To reinstate a staff member To add a new staff member |
Related articles
Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help