The Dashboard

The Dashboard

The Dashboard is the starting point for the working day. Use it to decide what needs attention rather than treating it only as a menu.

Start-of-day routine

1. Review today's appointments.
2. Review due/overdue tasks.
3. Check notifications.
4. Check recently edited records where you are continuing work from yesterday.
5. Use the navigation/quick search to move into the next job.

Appointments

Today's appointments should be used to prepare for valuations, viewings and other diary work. Open the linked property/contact before the appointment where useful.

Tasks

Prioritise overdue tasks, then today's tasks. See Task List.

Notifications

Notifications alert you to system/customer activity. Read and act on them rather than allowing the list to become background noise.

Quick Search

Use quick search before creating contacts/properties. Searching first is the simplest way to prevent duplicate records.

Page Help

Where available, Page Help opens documentation relevant to the screen you are using.

Colleagues and profile

Use the toolbar for colleague information and your own profile/settings. See Profile Configuration.

What the Dashboard does not replace

The Dashboard highlights work, but the actual outcome still belongs in the correct Contact, Property, Diary, Task, Repair or Progression workflow.

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Detailed screen and field reference

The sections below restore the detailed operating instructions that were present in the earlier full version of this page. The workflow summary above reflects the newer Standout navigation and processes. Where terminology differs, use the current screen names shown in Standout.

What is the Dashboard?

The dashboard is the main layout of Standout Property Manager, it is how the system is accessed and worked on, and can be broken down into the three areas as listed below.

Toolbar

At the top of your browser, the Toolbar displays options that are available on each and every screen displayed in Standout.

A quick explanation of these options are as follows:-

Notifications

If you have any notifications that require your attention, a counter will be display next indicating how many notifications you need to respond to. Notifications may be an upcoming appointment, a brochure that has been converted.

Page Help

Displays a popup help box that explains the current page or section that you have displayed. A link to the full help system should be displayed at the top, opening the full help system in a new browser tab.

Colleagues

A list of all your fellow colleagues, a green icon indicates that they’re currently logged in. If you want to send them (regardless of their logged in status) a sticky note message, click on the little yellow sticky note to see the following:-

Enter your message and then click Save for it to be displayed on their browser. You will see:-

On your colleagues browser, a Notification will appear in their Toolbar:-

When they go back to the Dashboard, your message will be displayed near the top right of their browser:-

Editing your profile

If you want to change the information, configuration or settings for your Standout profile, click your name:-

Your profile will then open in a new browser tab. Please view our detail documentation regarding your profile configuration.

Log Out

This simply logs you out of Standout and returns you to the Login screen. We recommend doing this when you’re away from your computer/device.

Navigation

The left hand navigation is how we work woth elements of Standout Property Manager, each element is briefly described below.

Logo Area

The very top of the navigation bar will generally be your own agency logo, and is just used to make the sftware more personal to your own agency.

Quick Search

The quick serach can be used to search for a property or a contact, just type in a name, address, reference number, telephone number or email address then press enter, the system will then return anything that it thinks is valid for the information given.

Dashboard

Selecting Dashboard will return you to the dashboard screen.

Contacts

Hot contacts

Think of Hot contacts as your Hot Box, the list of contacts that you relly want to deal with, cash buyers etc, click here for more information on Hot contacts

Online Manuals

You guessed, the online manuals is the Standout Wiki pages your reading now.

Smart Dashboard

The Smart Dashboard gives you a flexible overview of your day in Standout. It brings together useful information such as recent properties, recent contacts, diary items, tasks, performance, and local weather in one place.

Unlike the previous dashboard, the Smart Dashboard can be arranged to suit the way you work, so you can keep the panels most important to you where you want them.

Rearranging your dashboard

You can personalise the Smart Dashboard by moving the panels into the order that suits you best.

To rearrange the dashboard:

Click and hold the panel you want to move. Drag it to a new position on the dashboard. Release it when it is in the place you want.

Your layout will be saved, so the dashboard should continue to display in your chosen order when you return.

This allows each user to organise the dashboard in the way that best matches their daily workflow.

Office 365 Integration

Once you have logged into Standout, you can choose to link your account to Office 365. This allows appointments created in Standout to also appear in your Outlook Calendar.

When you log in, Standout will synchronise new and existing future appointments with Outlook. If you need to make changes to an appointment, you should always edit it in Standout, not Outlook, so that the synchronisation continues correctly.

If you create an appointment for another member of staff, the appointment may still appear in your Outlook calendar, but the notes will make it clear who is attending.

Your recently edited listings

This panel shows properties that you have recently created or edited.

The information displayed may include:

main photo property reference contract status price display address quick link to edit for rental properties, a quick link to Agreements

You may also see shortcuts to view All properties and All businesses.

Your recently edited contacts

This panel shows contacts that you have recently created or edited.

The information displayed may include:

title first name surname contact type, for example Applicant, Tenant, Landlord, Vendor, Contractor, or Solicitor

A quick link is provided so you can open and edit the contact record directly.

You may also see a shortcut to view All contacts.

Today's appointments and outstanding tasks

This panel shows appointments and tasks that are assigned to you for today.

By clicking an item, you will be taken to the Diary, where you can view the full details and update them if required.

You may also see quick actions such as:

View diary – opens today’s Diary Create a task – allows you to add a new task

Performance Chart

This panel provides an overview of property performance over recent months.

It is designed to give you a quick visual summary of activity, such as properties that have been Let, Completed, or Withdrawn.

This is intended as an at-a-glance performance view rather than a detailed report.

Local weather

This panel displays the local weather using the town or postcode held in your branch configuration.

It provides a useful forecast for the current day and the coming days ahead. This can be especially helpful when planning property photography or viewings, as good weather can make a property more appealing.