Properties that have been added to the property sales database are visible and searchable using the Properties view in CompleteEmpire. Use the Summary view to review the property related activity, publish the property to the public website(s) and attach documents relevant to the property.
Summary view
To open the Property summary view for a property from the Property view list either double click the listed entry, click [View Summary] in the Work Area Quick Access button group.
Work Area Summary Header and Menu
Accounts Summary view - header and menus are found on the left side of your work area.
- [Actions] - click to upload the selected property to one of the connected Real Estate Portals linked to your CompleteEmpire subscription. Upload and view logs.
- To proceed to the Edit view you click the [Edit] button .
- Properties Work Area Summary Header - Summarises the property address, key property details and current status.
- Properties Work Area Menus - Shortcuts to the relevant area of interest within the work area.
| Bookmarks | Brief Description |
|---|---|
| Details | The property details |
| Seller | The sellers details |
| Contact Logs | Contact logs related to the property sale |
| Opportunities | Opportunities created from the property sale or seller |
| Sales Activity | Complete record of all work activity linked to the property sale |
| Documents | Specific documents related to the property |
| Notes | Notes relevant to the property |
- Details panel lists the key property information and location.
- Seller - details of the property owner or authorised entity handling the sale for an estate.
- [Edit] - click to open the edit view for property at the seller panel.
- History and history filters for the seller.
- Contact Logs related to the property sale.
- [Edit] - click to open the edit view for the property.
- Opportunities related to the property sale.
- [Edit] - click to open the edit view for the property at the opportunity panel.
- Sales Activity - lists all related activities and allows you to track the sale process.
- Use the drop down selection to sort activities by status.
Documents - displays all property related document attached to the property. Use the search fields to search for specific documents by file name and or filter by tags. Sort by File name or upload date. Select and add documents from within the DMS to attach to contact logs.
To add documents to the work there are three options:-
- [Select files] to open a new file browser window to add external documents to to the work of the account. Or...
- Drag and drop into the marked box or...
- Search the DMS - enter at least 3 characters and filter using tags to locate your files and attach to the work for the account.
To search within the attached documents:-
- Search within documents that have been attached to the work for the account.
- Filter using tags that have been added to the document attached to the work for the account
- Search within documents that have been attached to the work for the account.
- Clear the search criteria, text and tags.
- Sort filtered results by file name or upload date.
- Notes - displays any notes made when adding the property or when added in the Edit view for the property.
- Click [Edit] to open the Property Edit view at the details panel so added or edit any notes for the property.
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