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Difference between revisions of "The Dashboard"

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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 can be broken down into three areas:-


Diary                            an internal diary to store all appointments and diarised items


=== Properties ===
'''Toolbar'''                       the black area at the top
Add property              add a new property onto the system


Property List               list all properties on the system with a given criteria
                                   Version Information


Progress                      list all properties with progress markers against them
                                   Notifications


=== Rental ===
                                   Page help
Bulk rental payments  enter daily payments for rental payments


Tenant list                   show all tenants (with active tenancy agreements)
                                   Colleagues


Landlord list                show all landlords (with active tenancy agreements)
                                   Your login name


=== Businesses ===
                                   Log Out
Add Business               should you sell businesses, enter these in this section


Business list                list all businesses on the system with a given criteria
'''Navigation    '''             the green area at the left (this document will not go into details regarding


=== Contacts ===
                                               these options).
Add contact                add a new contact onto the system


Contact list                  list all contacts on the system with a given criteria
Dashboard


Contacts to delete      list all contacts that you are able to remove from the system
Diary


Hot contacts               those contacts that you deem to be a hot contact
Properties


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


Holiday Requests        those users that are able to approve or deny holiday requests will
Business List


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


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


== Status bar ==
Holiday requests
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.
Online Manuals


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


Colleagues                   shows colleagues that are logged onto the system
'''Main area'''                   the main area in the centre


Your name                   clicking this gives access for editing your profile (opens in a new tab)
= Toolbar =
At the top of your browser, the '''Toolbar''' displays options that are available on each and every screen displayed in Standout.


Log Out                       when you finish using the system, then log out for security
A quick explanation of these options are as follows:-


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.
'''Version x.x.x What’s New?'''


== Business overview ==
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.
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
'''Notifications'''


                                   Available rentals
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.


                                   Listings awaiting decision


                                   Listings with no viewings in the last 30 days
'''Page Help'''


                                   Agent awaiting viewing feedback
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.


                                   Vendors/Landlords awaiting viewing feedback


                                   Contacts with bounced emails
'''Colleagues'''


= Your recently edited listings =
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:-
This section shows a list of properties you’ve recently edited, showing their contract, address, status.


You can determine the number of properties shown by going to your personal profile and selecting Dashboard Options.
Enter your message and then click Save for it to be displayed on their browser. You will see:-


= Your recently edited contacts =
This section shows a list of recent contacts and their definition on the system.


You can determine the number of contacts shown by going to your personal profile and selecting Dashboard Options.
On your colleagues browser, a Notification will appear in their Toolbar:-


= Today’s appointments and outstanding tasks =
When they go back to the Dashboard, your message will be displayed near the top right of their browser:-
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.


= Performance Chart =
'''Editing your profile'''
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 section can be enabled or disabled from your personal profile page.
If you want to change the information, configuration or settings for your Standout profile, click your name:-


= Local Weather =
Your profile will then open in a new browser tab. Please view our detail documentation regarding your profile configuration.
Displays the local weather for your area by default, you can also type in another area to get weather for that area also.


This section can be enabled or disabled from your personal profile page.
'''Log Out'''


=== Version Control – Important Note ===
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.
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 ===
= Main area =
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.
'''Your recently edited listings'''


=== Page Help ===
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.
Throughout Standout, each page has its own page help to assist with you when completing the entries on that page.


=== Colleagues – sending quick messages ===
To the right there are quick links to display All properties and/or All businesses.
Standout has the ability to send notes to other members of your branch, by clicking on the staff member you will see:
 
{| class="wikitable"
'''Your recently edited contacts'''
|Sending a note:
 
|Receiving a note:
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!

Revision as of 12:28, 12 October 2021

What is the Dashboard?

The Dashboard can be broken down into three areas:-


Toolbar                       the black area at the top

                                   Version Information

                                   Notifications

                                   Page help

                                   Colleagues

                                   Your login name

                                   Log Out

Navigation                 the green area at the left (this document will not go into details regarding

                                               these options).

Dashboard

Diary

Properties

Rental

Business List

Contacts

Reports

Holiday requests

Online Manuals

Administration

Main area                   the main area in the centre

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:-

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

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.

Main area

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!

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