Property Management Organiser panel
This guide has been reviewed against our global client base and classed as relevant to all regions
The Property Management panel on the Organiser pulls together all information needed for the property manager - this guide covers how to use the panel to view the data behind it and how to access setup options
For general information/help on using the Organiser, click here: Organiser
This page covers:
- 1 Add Property Management panel to Organiser layout
- 2 Access Property Management panel, panel setup & add new categories
- 3 Choose information to display on panel
- 4 Access information behind the panel categories
- 5 Display more information in full results grid
- 6 View information in Property Management panel in grids - sort/filter/group options
Add Property Management panel to Organiser layout
If the Property Management panel is not on your Organiser layout, follow the instructions in this section
From the Organiser:
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Access Property Management panel, panel setup & add new categories
1. Access Property Management panel From Organiser:
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2. Access panel setup options To access setup options:
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3. Set up new categories In the Pick categories to display section (shown above)
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Choose information to display on panel
When a numeric entry is shown with a line under it, it is possible to change the number For example, to see Tenancies due for renewal in the next 90 days:
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Access information behind the panel categories
This section covers how to access the detail behind the figures shown in the panel From an entry in the panel:
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Display more information in full results grid
When viewing a list in the Organiser (as seen in the previous section), most sections allow you to view the data in a full results grid
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View information in Property Management panel in grids - sort/filter/group options
When information is shown in a grid, the following functions are available:
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