iDashboard September Upgrade

Our developers have been very busy implementing a lot of feedback and feature requests, and as a result this upgrade is a massive one! Read on to find out more about what’s going on in this release.

New real estate summary screen – When you load your listings in iDashboard, you will now be greeted with a far more informative summary screen. This new screen includes the usual suspects such as the Property ID and publishing information, and now includes related contact details, total opinions, total interests, total open attendees, property features and a whole lot more!

New real estate listing life cycle – Introducing Settlement! A new property life cycle means you can now Settle your listings in iDashboard. After you have moved your property to Sold, you can then move it to Settled, and then to the archive. Soon we will be introducing a huge set of office reports which will allow you to monitor your KPIs and office performance, and this new settlement feature will help us give you highly accurate office statistics and performance data.

Read more…

Listings can no longer be unarchived – To ‘relist’ an old archived listing, load the listing and click the ‘Copy as a New Listing’ button. This will copy the listing to a new Property ID ready for republishing.

New document library – Our new mail merge document library is here. You will be able to upload all of your standard documents and contracts, and then merge them with contact and property information. This will be a staged rollout, and your individual office will be advised when it becomes available for you.

Read more…

Real estate reports

• You can now sort your 5pp and 8pp handout reports by Open or Auction time.

Real estate listings

• A brand new summary screen! Read up top for more information.
• You can now add access and key details to your listings. [Screenshot]
• You can now upload attachments and files to individual listings.
• Uploaded images can now be cleared from the browse boxes, allowing for faster uploads of more images.
• Address visibility has now been split into two separate permissions – one tickbox for displaying the address on the internet, and another for displaying the address in your printable marketing material. These tick boxes are now located on the Advertisement tab, just below the internet description.

Real estate searching

• There is now a tick box in the real estate search, ‘Save Search’. This tick box will remember your search and results, and will display them next time you visit iDashboard.

Contacts

• When inside a contact, you can now see all the campaigns and emails that have been sent to them.
• You can now setup and manage your own Contact Sources in the Admin section.
• You can now search for contacts from a particular source.
• When adding a contact you can now set the Controlling Agent and select whether the new contact is public or private.
• Clicking on a Contact name anywhere in the system will now load the contact for full editing.
• A note is automatically written to a Contacts activity when they unsubscribe from an email campaign.
• The contacts keyword search now searches across addresses, phone numbers, email, and partners details,

Web Contacts

• You can now search for archived web contacts. This allows you to open them and unarchive them.

SMS

• You can now setup SMS templates in Admin, and use merge fields to automatically include property details in your SMS.

As always if you are having any problems when using iDashboard, please checkout our online help desk here.