Please note: The information in this newsletter is correct at the time of publishing
Global contact search
We have written a new version of our global contact search, allowing users to search on the name, phone number or email address of any contact in the system (owners, tenants, potential tenants, potential buyers and contractors).
Searching on a name, phone number or email address will return a list of matching results and indicate their contact type. In the example below, a partial phone number was added, which returned a list of contacts with a phone number that matched.
The 'Contact search' is located in the top right-hand corner of the system.
Property overview updates
On the lettings and sales property overview, the following updates have been made:
Owner names
The owner's name (displayed in the 'Landlords' or 'Owners' tab) has been condensed into a single 'Name' column (shown below). The name can be clicked on to open the owner record in a new browser tab.
Viewing status
A 'Status' column has been added to the 'Viewings' tab, allowing users to differentiate between open, complete and cancelled viewings easily.
Displaying key fob reference and hook numbers in calendar events
Viewing and inspection calendar events titles have been updated to display both the key fob reference and the key hook number (if this has been set within the property record).
In the below example, both the key fob reference (C12) and key hook number (22) were set.
Enquiry owners are automatically included in Template documents
In Correspondence > Template documents, owners with a status of 'Enquiry' are now automatically selected for inclusion in the generated document or email.
Owners with a status of 'Current client' will continue to be automatically included.
Automatically updating owner status (Estate Agency)
When changing the status of a sales appraisal property from 'Enquiry' to 'Pending', 'Occupied/unoccupied on market' or 'Occupied/unoccupied off-market sale', any linked owner with a status of 'Enquiry' will be automatically changed to 'Current client'.
Ability to email lawyers from Template Documents (Estate Agency)
When creating a template document for a sales property, users now have the option to email buyer lawyers and owner lawyers.
After selecting your property and template, and ensuring the correct parties are included, click on the 'Email ticked buyer's lawyer' or 'Email ticked owner's lawyer'.
These buttons work in the same way as the existing email options, by converting the selected template into the body of the email.