Add a Viewing

Add a Viewing

To add a viewing go to the ‘Applicants’ module and select ‘New Viewing’.


This will bring you to the ‘Viewing’ screen. Fill in the details as shown below – then ‘Save and Exit’. If you tick ‘Sync with Outlook’ then the viewing will be created as a diary event within Outlook as well as a diary event within Decorus.


To view and make adjustments to your viewings you can access them from the ‘Diary’ module within Decorus – go to the ‘Viewings’ tab in the ‘Diary’ module.


To make adjustments double click on the viewing that you wish to edit – This will open the ‘Viewing’ screen again. You can enter an outcome and a rating of the viewing.

Once the viewing has been completed, tick the ‘Completed’ box in the bottom right of the ‘Viewing’ screen.

This will move the viewing into the ‘Journal’ – ‘Diary’ – ‘Include Completed’ within both ‘Property’ and ‘Contact’ record.

Note: You can also create a viewing directly from an applicant record.


Applicant Record

Double click into the applicant record that you wish to set a viewing for – In the bottom right of the screen there is an icon labelled ‘Viewing’. Clicking this will bring you to the ‘Viewing’ screen with the applicant pre-selected.


Diary Module

Go to the ‘Diary’ module and click ‘New Event’.


This will bring up the ‘Diary Entry’ screen – Select ‘Viewing’ from the Activity type drop down list and fill in the details



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