Properties that have been added to the property sales database are visible and searchable using the Properties view in Complete Empire. From this view new properties can be added, edited and viewed in detail. The search panel can be used to filter properties using a number of applicable criteria. At least one criteria needs to be selected.
Properties view
- Click {Properties} - to open Properties view. Find Properties under Sales in the Main Menu.
- Properties Work Area Header.
- Properties Work Area Quick button group.
- Search Panel - Opens automatically when the Properties is selected.
- The Advanced Search Bar is automatically opens in the Properties view. Close using the [Right Close Arrow] a grey icon to the left of the Search Panel header.
- Grid headings are interactive and can be sorted in ascending or descending order by clicking once. The column which has been sorted will be marked with an arrow – up for ascending and down for descending.
- The grid column titles can also be sorted by clicking on the (ellipses) three dots to the right of the title.
- A drop-down box appears and the user can also choose to remove or add column headings to change the grid view.
- Columns can be reordered by clicking and holding down the mouse on the grid title and dragging it into its new position. Column widths can be adjusted by clicking and dragging the vertical border of the grid title.
- [View Summary] - Opens the highlighted property in the Property Summary view.
- [Create New] - Opens the New Property window.
- [Edit] - Opens the highlighted property in the Property Edit view.
- [Bin] - Deletes the highlighted property. Opens a confirmation window "Are you sure?" Yes/No.
- [Property Portal] - opens the highlighted property in the linked Property Portals available via the drop down list. Visibility dependent on portal set up and your login access level.
- [Refresh] - Refresh the displayed screen to review changes.
- The Advanced Search Panel is automatically opens in the Properties view.
- Use [Right Close Arrow] a grey icon to the left of the Search Panel header to close the Search Panel.
- The search for {Marketed Developments} or {Other can be applied by selecting the appropriate tab.
- The date range can be selected and chosen using the tick box and calendar selection field. Note at least one search field criteria must be selected or entered to enable the database search. Searches by Sales Agent will require the Agents Agency to be selected first.
- [Clear Search] - click to clear the search either at the top or bottom of the Search panel.
- Sort your enquiries by status, Any, Hot, Warm or Cold using the [Temp] button. Click to sort the filtered opportunities based on their status to assist you to identify and concentrate on the most relevant opportunities.
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