Friday, April 27, 2007

Enhancements for Office Staff

We've added a few more features to BAS designed to help Office Staff manage activity for the entire office. The new updates include:

1. You can now sort incoming appointments on your home screen by Showing Date/Time or by Entered Date/Time. The setting will "stick" once you set it so the next time you login, you won't have to change it.




2. Staff can now filter the month, week, and day view calendars to show only appointments with or without feedback. If you are constantly looking for showings that don't have feedback yet, this is for you! The updated listing report (from the Listings menu) also has an option to filter by Feedback.





3. Listing activity - need to keep little notes about a listing rather than a particular appointment? Now you can add "activities" for any listing in BAS. You can access activity from the Listings page or by searching in the "Add New Appointment" box and clicking new activity icon (the pencil).

Agents can also read, add, and delete listing activity as well from their own Listings page.

Activity icon:


4. Preview is now a choice for showing type when setting up appointments for agents.

5. Need to export all of your clients into Excel? Now you can! Hover over the clients menu option and click "Export All". The system will prompt you to download a Comma Separated Value (CSV) file that is readable by Excel. Use this file to create letters, mailing labels, or anything else you can think of.

Agents can also export their own client list using the same method as above.








Do you have an idea for us? Please let us know!

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