Tips & shortcuts

• Move around the screen
  E.g. when adding an applicant

Tab to move to next line/field
Shift + tab to move to the previous line/field

• Cut, copy & paste
  Click & drag over the text to be cut/copied first

Control + X to cut OR
Control + C to copy
Position the cursor where the text is to be moved/copied
Control + V to paste

• Spell check
  Click into the box which is to be spell checked

F7

• Undo & redo

Control + Z to undo
Control + Y to redo

• Jump to a menu option/list item
  Click into the drop down list

Press the first letter of the required menu item

• Close the current screen
  E.g. to close the property screen

Escape

• Pre/post save values
  See the values pre/post the save taking effect

When prompted to save, press Shift + ?

• Names & addresses

Enter in lower case, the system will automatically capitalise the first letter of each word

• Monetary values

Use k for thousands and m for millions
E.g. enter 900k for £900,000 and enter 1.2m for £1,200,000

• Left message journal entry

Typing lm into a journal entry (or contact note) and clicking Accept automatically saves the entry as Left Message

• Drag & drop options

Drag & drop a document over a Docs button or Letters button
Drag & drop images over the Pictures area on a property

• Select multiple criteria options in Power Reports

Hold in control and click each required criteria option
(e.g. on a sales property report, hold in control and click Office, Registered, Sales Status)
This adds each criteria option to the report screen in one go

• Delete multiple images in property gallery

From property gallery screen, hold in control and click each image, then press delete on your keyboard, as outlined here:
Delete multiple images/pictures on a property record

• Search
  Using Universal Search 

Control + F

• Create journal entry 
  (or telephone/contact note)

Control + T

• Create diary entry/appointment

Control + D

• Access Keys screen

Control + K

• Access Rooms screen

Control + R

• Access Property Details screen

Control + P

• Access Letters screen

Control + L

• Access Journal screen

Control + J

• Access Advertising screen

Control + A

• Access Invoicing screen

Control + I

• Print 

Control + P

• Send email

Right-click over email address (or click icon beside) 

• Copy number/email address

Right-click over number/address (or click icon beside) 

• Copy address

Right-click over address in applicant/property/contact/company screen

• Copy landlord/tenant name(s)

Right-click over name in property screen

• Text number
  Where SMS is in use

Right-click over contact number (or click icon beside) 

• Dial number
  Where TAPI dialling is in use

Right-click over contact number (or click icon beside) 

• Get list of recently accessed records

Right-click over fields where applicant or property records need to be associated
E.g. on a diary appointment, a Re field on a journal entry or when adding an offer from the property record

• Pick date from calendar

Right-click over date (or click icon beside) to display a calendar to choose date from

• Applicant Status options

Right-click over Status link on applicant record

• Applicant to property match results

Right-click over a property in the match results list for an option to book a viewing for the applicant on the selected property; also get an option to generate details/brochure for the selected property

• Property to applicant match results

Right-click over an applicant in the match results list for an option to create a journal entry/contact note
The note will be automatically copied to the matched property record, as well as the applicant record

• Email options from offer, tenancy, property & applicant screens

Right-click over the Letters button for options to email relevant parties

• Email options from works order screen

From the works order, right-click over the Documents button for options to email the landlord/tenant/all parties

• Currency options

Right-click over a monetary value field to get currency settings/options

• Google map display

Right-click over the property postcode to go straight to the map location on Google

• Current neg details and date in notes section

Right-click over the Notes panel on certain records (e.g. property) to automatically add today's date and your initials/negotiator code - which can then be used to tag your notes

• Next Call

Displays the Last Call date

• Registered date

Displays the date & time the record was first saved, plus the date & time the record was last amended and saved

• Commission / fees

Displays the estimated fee as a percentage or fixed fee

• Applicant Status

Displays a summary of the status options currently set

• Solicitor

On the Offers screen, hovering over the Solicitor name will display the staff member details dealing with the case (providing they have been selected when selecting the solicitor company record)