Actions

Difference between revisions of "The Dashboard"

From Standout Property Manager Wiki Help

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A quick explanation of these options are as follows:-
A quick explanation of these options are as follows:-


'''Version x.x.x What’s New?'''
==== '''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.
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''' ====
'''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.
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''' ====
'''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.
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'''
 
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:-
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:-


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


 
====  '''Editing your profile''' ====
'''Editing your profile'''
 
If you want to change the information, configuration or settings for your Standout profile, click your name:-
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.
Your profile will then open in a new browser tab. Please view our detail documentation regarding your profile configuration.


'''Log Out'''
==== '''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.
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.



Revision as of 12:35, 12 October 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.

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!