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Actions bar detail view

The properties Actions Panel contains all the functions/actions that can be performed on a properties record. The Actions bar is located at the bottom.

Immodetails - untere Aktionenleiste

Send email

Immodetails - Emailschreiben

Using this function, you can create an email with macros for the respective property.

Create brochures

Immodetails - Exposés

You can use this button to create a PDFor Webbrochure directly from the property. 

Contact

  • Write letter
    This function allows you to write a letter with stored macros for the respective property.

Create

Immodetails - Anlegen
  • Task
    This button allows you to create a task with direct properties link .
  • Appointment
    This button allows you to create an appointment with direct properties link .
  • agent’s log entry
    This button allows you to create a new agent’s log entry .
  • Process
    This button allows you to create a new process with a direct link to the property.

    Notice: Please note that this is a paid add-on module. Please contact your sales representative for more information.

  • Project
    You can use this to assign the property to a project .

Further actions

  • Recalculate fields
    This option allows you to reset the formula fields that can be manually overwritten.
  • Property Completion
    An email is created to the property owner with a link to present the existing property data. The owner can check and complete the data directly.
  • Record rights
    Here you can call up the individual record rights for the opened property record. 
    If you have already created right stamps, they can be selected in the submenu.
  • Extend worklist
    Extend your existing worklist with the selected property.
  • Duplicate
    By clicking this button you can duplicate the selected property.
  • Transfer agent’s log
    You can transfer the agent’s log of one property to another. Attention is paid to the writing right of the target property, as well as the supervisor. For master properties, only the agent’s log entries of the master properties are transferred, but not those of the units.
  • Delete property
    By clicking this button you can delete the selected property.
  • Assign master property
    This assigns the property to a master property as a unit. Please note that this option is only available in the multi-property module.

 

Marketplace services

Immodetails - Marketplace

Here you can directly access Marketplace services related to property.

Multilingualism

Immodetails - Mehrsprachigkeit

This button allows you to create the property in another language or to display the existing languages. You can switch to another language to edit the information in that language. The list of possible languages is configured in the administration.

Notice:

Please note that this is a paid add-on module. Please contact your sales representative for more information.

Properties