Difference between revisions of "The Dashboard"
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To be | == Dashboard options == | ||
Tawk to integrated web chat client Tawk To – allows agents to chat with website users visiting your website (when implemented) | |||
Diary an internal diary to store all appointments and diarised items | |||
=== Properties === | |||
Add property add a new property onto the system | |||
Property List list all properties on the system with a given criteria | |||
Progress list all properties with progress markers against them | |||
=== Rental === | |||
Bulk rental payments enter daily payments for rental payments | |||
Tenant list show all tenants (with active tenancy agreements) | |||
Landlord list show all landlords (with active tenancy agreements) | |||
=== Businesses === | |||
Add Business should you sell businesses, enter these in this section | |||
Business list list all businesses on the system with a given criteria | |||
=== Contacts === | |||
Add contact add a new contact onto the system | |||
Contact list list all contacts on the system with a given criteria | |||
Contacts to delete list all contacts that you are able to remove from the system | |||
Hot contacts those contacts that you deem to be a hot contact | |||
Reports various reports that extract data from the system to either Spreadsheet or PDF. | |||
Holiday Requests those users that are able to approve or deny holiday requests will | |||
See this option appear once staff members place a holiday request. | |||
Administration all the administration options to configure your agency, branches, staff and various other options | |||
== Status bar == | |||
Version the systems version number, by clicking this option, shows you all the versions and improvements. | |||
Notifications a quick view of all the system notifications, including diary appointments. | |||
Page help throughout the system, clicking this should show help information regarding the section that you’re working on. | |||
Colleagues shows colleagues that are logged onto the system | |||
Your name clicking this gives access for editing your profile (opens in a new tab) | |||
Log Out when you finish using the system, then log out for security | |||
Sticky Notes create a post-it note type note on your desktop for reminders etc You can also create and store sticky notes in contacts and properties Within the notes tab. | |||
== Business overview == | |||
The Business Overview contains useful information at a glance, such as how many new clients have been entered this week, whether feedback has been received and relayed to vendors, and whether there are any contacts with bounced emails (which is where an email sent by Stand Out Property Manager has been rejected, which is likely due to an invalid email address). | |||
Examples are | |||
Available sales | |||
Available rentals | |||
listings awaiting decision | |||
listings with no viewings in the last 30 days | |||
Agent awaiting viewing feedback | |||
Vendors/Landlords awaiting viewing feedback | |||
Contacts with bounced emails | |||
=== Your recently edited listings === | |||
This section shows a list of properties you’ve recently edited, showing their contract, address, status. | |||
=== Your recently edited contacts === | |||
This section shows a list of recent contacts and their definition on the system. | |||
=== Today’s appointments === | |||
Shows appointments for yourself, and teams that you are assigned to. | |||
=== Version Control – Important Note === | |||
As versions are implemented regularly (usually monthly), we do recommend that you read the release notes. The version will flash until you click on it but is important to view this information as if you have recommended a system change or improvement, will let you know what has been released. | |||
=== Notifications === | |||
When you have notifications a “pill” will appear with the number of notifications, if you wish to delete them, simply hover over it and click on the x for it to be permanently deleted. | |||
=== Page Help === | |||
Throughout Standout, each page has its own page help to assist with you when completing the entries on that page. | |||
=== Colleagues – sending quick messages === | |||
Standout has the ability to send notes to other members of your branch, by clicking on the staff member you will see: | |||
{| class="wikitable" | |||
|Sending a note: | |||
|Receiving a note: | |||
|- | |||
| | |||
| | |||
|} | |||
Revision as of 14:21, 26 March 2021
Dashboard options
Tawk to integrated web chat client Tawk To – allows agents to chat with website users visiting your website (when implemented)
Diary an internal diary to store all appointments and diarised items
Properties
Add property add a new property onto the system
Property List list all properties on the system with a given criteria
Progress list all properties with progress markers against them
Rental
Bulk rental payments enter daily payments for rental payments
Tenant list show all tenants (with active tenancy agreements)
Landlord list show all landlords (with active tenancy agreements)
Businesses
Add Business should you sell businesses, enter these in this section
Business list list all businesses on the system with a given criteria
Contacts
Add contact add a new contact onto the system
Contact list list all contacts on the system with a given criteria
Contacts to delete list all contacts that you are able to remove from the system
Hot contacts those contacts that you deem to be a hot contact
Reports various reports that extract data from the system to either Spreadsheet or PDF.
Holiday Requests those users that are able to approve or deny holiday requests will
See this option appear once staff members place a holiday request.
Administration all the administration options to configure your agency, branches, staff and various other options
Status bar
Version the systems version number, by clicking this option, shows you all the versions and improvements.
Notifications a quick view of all the system notifications, including diary appointments.
Page help throughout the system, clicking this should show help information regarding the section that you’re working on.
Colleagues shows colleagues that are logged onto the system
Your name clicking this gives access for editing your profile (opens in a new tab)
Log Out when you finish using the system, then log out for security
Sticky Notes create a post-it note type note on your desktop for reminders etc You can also create and store sticky notes in contacts and properties Within the notes tab.
Business overview
The Business Overview contains useful information at a glance, such as how many new clients have been entered this week, whether feedback has been received and relayed to vendors, and whether there are any contacts with bounced emails (which is where an email sent by Stand Out Property Manager has been rejected, which is likely due to an invalid email address).
Examples are
Available sales
Available rentals
listings awaiting decision
listings with no viewings in the last 30 days
Agent awaiting viewing feedback
Vendors/Landlords awaiting viewing feedback
Contacts with bounced emails
Your recently edited listings
This section shows a list of properties you’ve recently edited, showing their contract, address, status.
Your recently edited contacts
This section shows a list of recent contacts and their definition on the system.
Today’s appointments
Shows appointments for yourself, and teams that you are assigned to.
Version Control – Important Note
As versions are implemented regularly (usually monthly), we do recommend that you read the release notes. The version will flash until you click on it but is important to view this information as if you have recommended a system change or improvement, will let you know what has been released.
Notifications
When you have notifications a “pill” will appear with the number of notifications, if you wish to delete them, simply hover over it and click on the x for it to be permanently deleted.
Page Help
Throughout Standout, each page has its own page help to assist with you when completing the entries on that page.
Colleagues – sending quick messages
Standout has the ability to send notes to other members of your branch, by clicking on the staff member you will see:
| Sending a note: | Receiving a note: |