The Contacts: Management widget allows firms to: Assign a local or internal reference number or code to the applicant Associate a specific negotiator with an applicant, tenant, landlord or vendor. This helps track individual negotiator activity. Assign a buying category to an applicant as follows: Unknown (U) Property on Market (POM) Not on Market (NOM) […]
Articles Tagged: contacts
Solicitor contact notes
This is a free-text input box to hold editable notes. Use it as a scratch pad to leave reminders for yourself and notes for your colleagues about the solicitor in question.
Solicitor contact details
A Lawyer or Solicitor can comprise of one or more individuals. These may be added in the Contact Details widget in the Solicitor details screen. To add or edit any of the details associated with an individual solicitor, click the pen icon next to their entry in the list and fill in the form as […]
Adding a solicitor
Solicitors are added in exactly the same way as other contacts in the BDP system. Select Solicitors from the left-hand Contacts menu. Click the Add new solicitor button at the top of the page Fill in the form presented
Vendor contact note
A vendor contact note can be added in two places: In the vendor details screen via the Contact Notes widget In the property details screen via the Contact Notes widget From the Vendor Details screen, click to add a new contact note and a box will slid in from the left. Fill in the form […]
Seller Details
Back to adding a property – Forward to Property Address In the main property details screen you will see a Seller Details widget. Click the top blue bar to expand it if it is collapsed. A property can have one or more Sellers, thus the Seller is treated as a Contact Group comprising of one or […]
Adding a vendor
A Vendor can be added in two ways: Via the “Add a new vendor” link on the Vendors listing screen (Contacts > Vendors menu) Via the Owner details widget in the property details page Clicking to add a new vendor in the vendors listing screen brings up a form to be completed with all available […]
Applicant buying details
You can store multiple buying searches against an applicant. Each search can be named to make it easy to recognise in the list. To create a new search click the button “Click here to add a new buying search”. Give the search a name Fill in as many or as few of the fields as […]
Applicant notes
The notes widget is in effect a text scratch pad allowing entry of any text. This text can be edited and deleted. Enter the text and click the save icon. This widget is useful for making general notes about the applicant that you don’t wish to go into the formal audit trail of notes stored […]
Applicant contact notes
Applicant contact notes enable users to keep track of all correspondence with applicants. Clicking in the date and time field brings up a calendar where you can select the time and date of the note. By default the time and date is set to the current time. Clicking the contact type drop-down allows you to […]