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Create/edit agent’s log entry

Create new entry / edit

Use the plus symbol Add to create a new agent’s log entry, provided you are on the agent’s log tab. You can also create a new agent’s log entry in a property via Actions bar >> Create >> agent’s log entry.
The default settings from the administration are selected for the singleselect fields. However, you can change them under Tools >> Settings >> Administration >> Action types.

Edit entry

To edit individual entries click on the edit icon Icon for Edit .

  • Left click on  Icon for Edit opens a pop-up window
  • Double click on the agent’s log entry opens a pop-up window
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  • Right click on Icon for Edit + “Open link in new tab” opens a new tab
  • Mouse wheel click on Icon for Edit opens a new tab
  • CTRL / CMD + left click on Icon for Edit opens a new tab
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The editing level of an existing agent’s log entry appears. Here you have the possibility to duplicate the entry, to do that click the Duplicate Activity button in the Actions Panel of the individual entry.

Remarks

More detailed information about the agent’s log entry is entered under Remark. You can store these yourself. Entries that are based on an e-mail have the e-mail text entered as a comment. In addition, you can simplify the entry of remarks for the respective entry by creating text modules, which you can use via a few clicks. To use text modules click the button Icon for text modules to the right of the comments field. A more detailed definition of text modules and how to create them can be found here.

Area – Activity

Define the agent’s log entry regarding your properties record via the action type. Additional information can be specified with the action type and if you want to assign custom features to your agent’s log entry, you can do so under “Feature”.

In addition, in the “Activity” section you have the possibility to specify and document the responsible supervisor, the effort and the duration of the work / deadline / processing of the task. The choices change according to the previous action.

Info-i

The info-i contains information about when and by whom the entry was set or last edited. You can also find more species-specific information there.

For certain combinations of action type and action type, an additional action feature is automatically set by the system.
An example is the action feature “Brochure dispatch”, which is set if an brochure was sent to a customer by letter, e-mail or download link. In the last case of the download link, another action feature Download link is set.

Address assignment

You can add more addresses by either quickly searching for them in the search bar or by clicking on the plus icon to the right above each box.

Add new address
Add new address popup

When you call the assignment popup, you will see the already existing addresses from the agent’s log of this property. Using the search fields and clicking on “Search” you can search for specific addresses. If “Include archived” or “Include address filter” is checked, the archived addresses or the set address filter will be included in the search.

If you have assigned an address, you can create search criteria by activating the “Write automatic search criteria to all linked addresses” field. The search criteria are created when you save the agent’s log entry.
Additionally, you can specify or change the consultation level for the linked address.

Automatically create search criteria and set consultation level

Files tab

On this tab you will find all the files that you yourself have stored in the agent’s log entry, or which were sent, for example, in the e-mail matching the agent’s log entry. For agent’s log entries for appointments, the files stored in the appointment are displayed.

Actions Bar

The editing window for individual agent’s log entries provides its own action bar with the following options:

Duplicate activity

This action duplicates the current agent’s log entry. Changes to the settings are also applied.

Create

  • Tasks: This option can be used to create a task from the agent’s log entry, key data for the entry will be transferred to the task.
  • Follow-ups: Allows you to assign a resubmission of the current agent’s log entry to a user.

Other actions

  • Record rights (readable only with corresponding user right) to edit the access rights for the current agent’s log entry.
  • Record information provides information about the number of the data record, when it was created / last edited and by whom.
  • Print activity

In addition, other buttons are displayed depending on the action type of the agent’s log entry. For example, if there is a agent’s log entry for an appointment, the action bar can be used to open the appointment.

Notice:

Please note that the entries in the action bar differ depending on which action type it is and on which tab in the editing window you are currently located.

Actions bar for e-mails in the “E-mail” tab

The action bar of agent’s log entries of the e-mail type shows a different structure in the “E-mail” tab:

Via Reply and Forward you can reply or forward the e-mail.

Under Create you can create a task or a process from the activity:

  • Tasks
  • Process

Under Other actions you will find the following selections:

  • Reply to Allen
  • Duplicate activity
  • Follow-up
  • Print email

Action bar on tasks/appointments

The Actions bar of entries of the Task or Appointment type shows a different structure, because in addition to the usual options, you now have the possibility to select “Read Task / Appointment”.

Switch to job view

After a portal action (for example, a property placed in a portal), you can switch from the corresponding activity to the detailed view of the job to see details of the property transfer. To do this, click on the activity and then on “Switch to job view” at the bottom left.

Switch to job view
Properties