Timeline
Whether in a
Property, Tenancy, Landlord, Supplier, or Contact record. On the top tool bar
of the record there will be a ‘Timeline’ button.
Clicking on
the ‘Timeline’ Button brings up the following screen which lists a history of
events that have happened relating to this property. This shows an overview of
any event or action that has happened relevant to this property.
If you click
on any of the events, it will link you to the relevant page that it relates to.
Examples
are:
- Work Order
created for a leaking tap in the bathroom
- Then a Diary
Event was booked for an appointment to do that job.
- If at the
same time you sent an Email to the supplier, and a text to the tenant, then
that would have been logged.
- If two
different keys were booked out on the same date
- A document
was attached to the property when a photo was stored on the property.
There are
many other types of events that are stored in the ‘Timeline’
Click the
‘Display Options’ button on the top toolbar and put an ‘x’ in each box that you
want to display
Clicking the
‘Communicate’ button on the top tool bar shows these options below to ‘Send
Email or Text’ etc.
Make or
receive a phone call option – just puts a log on filling in the details shown
below:
Timeline main screen:
Clicking the
‘Date Range’ button on the top tool bar gives the set ‘From & To Dates’ to
narrow your search down.
Across the
bottom tool bar you will see tab options for different views by ‘By Month’,
Calendar etc.
Also you
have the ‘Drag Your Outlook Here’ box where you can drag an Email you have
received from your ‘Outlook’ Email and drop it into that box and it will be
stored in the ‘Timeline’ and the ‘Journal’ of the property.
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