Login to VIA
Go to CRM or Property Editor > Property
Use the search bar to search for individual or lists of properties
1) Previewing Properties
Once you have searched for a property or properties, you can preview the property record.
Simply click any property from the list, and a preview panel will appear with key information about the property.
This panel will show
The key details of the property, including how long it has been on the market
The Vendor of the property
The Occupier of the property (to confirm access details)
The Owner of the property record (the staff member/agent in charge of the property)
You can also add a note against the property using the notes field without having to click into the record itself
2) Selecting Multiple Properties
Once you have searched for a property or properties, you can select multiple records
Hold control (Ctrl) and click the box next to the property address to select multiple contacts individually
Hold Shift, click the box next to a property, then click another property to select all properties in between those two records
3) Actioning Tasks
Once you have searched for a property or properties, you can action a series of tasks.
Simply right click the property from the list and a menu box will appear with a series of options
Edit - Click to go into the property record and edit the key details
Copy - Create a duplicate/clone of the property with the same details. This is useful for adding multiple properties in a development, or creating a sales/lettings version of a property
Match Applicants - Click to see all applicants whose criteria meet the property
Send Message - Allows you to send Property Alert Emails or SMS. Please refer to the relevant guide for more details on how to send these alerts
View Online - Allows you to preview the property on your website (useful for previewing the property before putting it live)
Add Appointment - Allows you to add a calendar appointment to your diary where this contact is automatically the meeting place
Mailmerge - Allows you to create a letter/document for this property using one of your pre loaded templates
Reports - Generate a Vendor or Statistics report to see key information about the property such as
Viewings to date
Future viewings booked in
Property Alerts Emails sent
SMS messages sent
Online/website views
Printable details viewed online
Arrange a viewing requests from the website
Website views for the property
Archive - Archives the property to remove it from your active database, but saves the details for future use
Article ID: 854196225
Link: https://webdadi.atlassian.net/wiki/spaces/PKB/pages/854196225