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== Dashboard options ==
= What is the Dashboard? =
Tawk to                       Integrated web chat client Tawk To – allows agents to chat with website users visiting your website (when implemented)
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.


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
== '''Toolbar''' ==
At the top of your browser, the '''Toolbar''' displays options that are available on each and every screen displayed in Standout.
[[File:Toolbar.png|none|thumb|300x300px]]


Progress                      list all properties with progress markers against them
A quick explanation of these options are as follows:-


=== Rental ===
==== Version x.x.x What’s New? ====
Bulk rental payments  enter daily payments for rental payments
Displays the current version of Standout. When a new version is released, the first screen displayed when you log in will be the release notes. This screen does display important information that you should really read. If you want to re-read these notes, click this option to display the release notes (this opens in the new browser tab), close the tab when you’ve finished.


Tenant list                   show all tenants (with active tenancy agreements)
==== Notifications ====
[[File:Notification 01.png|none|thumb]]
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.


Landlord list                show all landlords (with active tenancy agreements)
==== 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.


=== Businesses ===
==== Colleagues ====
Add Business               should you sell businesses, enter these in this section
[[File:Colleagues 01.png|none|thumb]]
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:-
[[File:Colleagues 02.png|none|thumb]]


Business list                list all businesses on the system with a given criteria
Enter your message and then click Save for it to be displayed on their browser. You will see:-


=== Contacts ===
On your colleagues browser, a Notification will appear in their Toolbar:-
Add contact                add a new contact onto the system
[[File:Colleagues 03.png|none|thumb]]


Contact list                  list all contacts on the system with a given criteria
When they go back to the Dashboard, your message will be displayed near the top right of their browser:-
[[File:Notification 03.png|none|thumb]]


Contacts to delete      list all contacts that you are able to remove from the system
==== Editing your profile ====
If you want to change the information, configuration or settings for your Standout profile, click your name:-
[[File:Profile 01.png|none|thumb]]


Hot contacts               those contacts that you deem to be a hot contact
Your profile will then open in a new browser tab. Please view our detail documentation regarding your profile configuration.


Reports                       various reports that extract data from the system to either Spreadsheet or PDF.
==== 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.


Holiday Requests        those users that are able to approve or deny holiday requests will
== '''Navigation''' ==
The left hand navigation is how we work woth elements of Standout Property Manager, each element is briefly described below.


                                   See this option appear once staff members place a holiday request.
==== 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.


Administration             all the administration options to configure your agency, branches, staff and various other options
==== 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.


== Status bar ==
==== Dashboard ====
Version                        the systems version number, by clicking this option, shows you all the versions and improvements.
Selecting Dashboard will return you to the dashboard screen.


Notifications                a quick view of all the system notifications, including diary appointments.
===== Tawk To =====


Page help                    throughout the system, clicking this should show help information regarding the section that you’re working on.
=== Diary ===


Colleagues                   shows colleagues that are logged onto the system
==== Task list ====


Your name                   clicking this gives access for editing your profile (opens in a new tab)
=== Properties ===


Log Out                       when you finish using the system, then log out for security
==== Telephone wizard ====


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.
==== Add property ====


== Business overview ==
==== Property list ====
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
==== Progress ====


                                   Available sales
=== Rental ===


                                   Available rentals
==== Bulk rental payments ====


Listings awaiting decision
==== Tenant list ====


                                   Listings with no viewings in the last 30 days
==== Landlord list ====
 
=== Contacts ===


                                   Agent awaiting viewing feedback
==== Add contact ====


                                   Vendors/Landlords awaiting viewing feedback
==== Contact list ====


                                   Contacts with bounced emails
==== Contacts to delete ====


= Your recently edited listings =
==== Hot contacts ====
This section shows a list of properties you’ve recently edited, showing their contract, address, status.
Think of Hot contacts as your Hot Box, the list of contacts that you relly want to deal with, cash buyers etc, click [https://standout-wiki.issl.co.uk/index.php?title=Contacts_Overview#Heat_Rating here] for more information on Hot contacts


You can determine the number of properties shown by going to your personal profile and selecting Dashboard Options.
=== Reports ===


= Your recently edited contacts =
=== Online Manuals ===
This section shows a list of recent contacts and their definition on the system.
You guessed, the online manuals is the Standout Wiki pages your reading now.


You can determine the number of contacts shown by going to your personal profile and selecting Dashboard Options.
=== Administration ===


= Today’s appointments and outstanding tasks =
== '''Main area''' ==
Shows appointments for yourself, and teams that you are assigned to, also shows any outstanding tasks that are assigned to you.


This section can be enabled or disabled from your personal profile page.
==== Office 365 Integration ====
When you have logged into Standout, you can choose to link Standout to your Office 365 account. This will allow appointments to be created in Standout AND in your Outlook Calendar. When you log in, Standout will synchronise appointments (both new and existing future appointments) into your Outlook calendar. If you wish to change an appointment, you must edit them in Standout and NOT Outlook so that synchronisation occurs. If you create an appointment for another member of staff, the appointment will be displayed in your calendar but a message in the notes will tell you that you are not the one attending the appointment.


= Performance Chart =
==== Your recently edited listings ====
This displays the last 12 months of your sales/rentals and withdrawals so you can see at a glance how you are doing. (blue and green are good, red is bad)
This area displays properties that you’ve either created or edited. The details displayed are the main photo, the property reference, contract, status, price, display address, quick link to edit, if a rental a quick link to the Agreements.


This section can be enabled or disabled from your personal profile page.
To the right there are quick links to display All properties and/or All businesses.  


= Local Weather =
==== Your recently edited contacts ====
Displays the local weather for your area by default, you can also type in another area to get weather for that area also.
This area displays the contacts that you’ve either created or edited. The details displayed are the contact Title, First and Surname and what they are (e.g. Applicant, Tenant, Landlord, Vendor, Contractor, Solicitor). To the right is a quick link to edit their details.


This section can be enabled or disabled from your personal profile page.
To the right there are quick links to display All contacts.


=== Version Control – Important Note ===
==== Today's appointments and outstanding tasks ====
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.
This area displays appointments and tasks that are assigned to you. By clicking on them, you will be taken to the Diary where the item will be displayed, allowing you to view, or if required, update the details.


=== Notifications ===
To the right, View diary will take you to the Diary for today. Clicking “Create a task” will allow you to create a new task.
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 ===
==== Performance Chart ====
Throughout Standout, each page has its own page help to assist with you when completing the entries on that page.
This area displays those properties that have been Let/Completed/Withdrawn over the last twelve months. An informational display to display how successful your agency has been.


=== Colleagues – sending quick messages ===
==== Local weather ====
Standout has the ability to send notes to other members of your branch, by clicking on the staff member you will see:
This area displays the local weather based on town/postcode information provided in your branch configuration. The data displayed will be for the current day and the next seven days. If you want to view a different area, enter a postcode or town to be displayed. This area is displayed to assist in photographing a property, blue skies promote a property far greater than wet days – not that we’re able to change the weather!
{| class="wikitable"
|Sending a note:
|Receiving a note:
|-
|
|
|}

Latest revision as of 14:42, 30 November 2021

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.

Toolbar.png

A quick explanation of these options are as follows:-

Version x.x.x What’s New?

Displays the current version of Standout. When a new version is released, the first screen displayed when you log in will be the release notes. This screen does display important information that you should really read. If you want to re-read these notes, click this option to display the release notes (this opens in the new browser tab), close the tab when you’ve finished.

Notifications

Notification 01.png

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

Colleagues 01.png

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:-

Colleagues 02.png

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:-

Colleagues 03.png

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

Notification 03.png

Editing your profile

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

Profile 01.png

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.

Tawk To

Diary

Task list

Properties

Telephone wizard

Add property

Property list

Progress

Rental

Bulk rental payments

Tenant list

Landlord list

Contacts

Add contact

Contact list

Contacts to delete

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

Reports

Online Manuals

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

Administration

Main area

Office 365 Integration

When you have logged into Standout, you can choose to link Standout to your Office 365 account. This will allow appointments to be created in Standout AND in your Outlook Calendar. When you log in, Standout will synchronise appointments (both new and existing future appointments) into your Outlook calendar. If you wish to change an appointment, you must edit them in Standout and NOT Outlook so that synchronisation occurs. If you create an appointment for another member of staff, the appointment will be displayed in your calendar but a message in the notes will tell you that you are not the one attending the appointment.

Your recently edited listings

This area displays properties that you’ve either created or edited. The details displayed are the main photo, the property reference, contract, status, price, display address, quick link to edit, if a rental a quick link to the Agreements.

To the right there are quick links to display All properties and/or All businesses.

Your recently edited contacts

This area displays the contacts that you’ve either created or edited. The details displayed are the contact Title, First and Surname and what they are (e.g. Applicant, Tenant, Landlord, Vendor, Contractor, Solicitor). To the right is a quick link to edit their details.

To the right there are quick links to display All contacts.

Today's appointments and outstanding tasks

This area displays appointments and tasks that are assigned to you. By clicking on them, you will be taken to the Diary where the item will be displayed, allowing you to view, or if required, update the details.

To the right, View diary will take you to the Diary for today. Clicking “Create a task” will allow you to create a new task.

Performance Chart

This area displays those properties that have been Let/Completed/Withdrawn over the last twelve months. An informational display to display how successful your agency has been.

Local weather

This area displays the local weather based on town/postcode information provided in your branch configuration. The data displayed will be for the current day and the next seven days. If you want to view a different area, enter a postcode or town to be displayed. This area is displayed to assist in photographing a property, blue skies promote a property far greater than wet days – not that we’re able to change the weather!

Retrieved from ‘https://standout-wiki.issl.co.uk/index.php?title=The_Dashboard&oldid=553’