Changing the colour of a user in the calendar is simple. Follow these steps. You must be an administrator to carry out this change. 1. Click on Configuration > Agency Details in the left-hand menu 2. Click the pencil icon next to the user you wish to edit 3. Click anywhere in the Calendar Colour […]
Articles Tagged: users
Contacts: Management widget
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) […]
Notifications widget
The dashboard contains a Notifications widget that alerts you to new enquiries received from both your own website and from Rightmove. This widget contains The name of the enquirer The source of the enquiry The date and time of the enquiry A “Hide Event” button to hide enquiries already dealt with A “Mark as Confirmed” icon A […]
Calendar widget
The calendar widget displays a full-width calendar which has three views: Day, Week and Month. It is designed to function in a similar manner to Microsoft’s Outlook calendar and should be familiar to most users. To create a new event, simply click in the calendar on the date and approximate time required. This can be […]
Staff photo
BDP allows you to add staff photographs which can be output to your own website. This can be useful when associating a specific negotiator with a property. To upload a staff photo, Enter the Configuration menu and click on Agency Details. Open the Users widget Click the + sign next to any user to enter […]
Property management
Back to Selling Details – Forward to map widget This widget contains important information about the day-to-day management of a property. The management widget is used to assign members of staff to the property as provided for by the BDP administrator. Any staff with the relevant role assigned will be available in the drop-down lists […]
Branches
If your firm has multiple branches, enter them into the Agency details > Branches widget. Properties and users are associated with a particular branch by default. Users can add a property to a branch other than their own and managers can see performance statistics across an entire company. To add a new branch, click Configuration […]
User accounts
You need to set up a user account for each member of your company who will be using BDP. User accounts come with different privileges which are as follows: Role Description Administrator All privileges including ability to create new users Technical administrator Used to allow web development agency access Property edit Add and edit properties […]