Table of Contents
The control panel is divided into two parts: the upper part contains links to the most common functions (Customer List, Property list etc etc), while at the bottom you can find system tables management through several options (Property options, Customer options, Position options etc. etc.).
The correct wording should be non-property management, because in this part you will find both the customers themselves, both simple contacts.
You can classify customers into 4 types:
Customers: contacts willing to buy a property
Owners: contacts willing to sell a property
Both: contacts that have both a house for sale and are looking for another one
None: simple contacts (eg Notaries, etc. Manufacturers. etc.).
These types are fixed, whereas the user can create on their own customer groups, so you can organize them as you want (for example: Colleagues, Notaries, etc. etc.).
The customer list contains all the names in the archive
Shows the most important information about the customer: name or company name, phone, email, etc.
The icons indicate the type of customer: Customer, Owner, Both, or None
Allows you to sort the list of customers
Inside the free search you can enter keywords, automatically generated by Domus Organizer while saving the customer. The indexed fields are the following:
Name, Surname, Company Name
Telephone number (use digits only, for example 555123456)
So, for example, if we look for Smith Notaries, Domus Organizer will suggest all customers with the last name Smith and in the group Notaries.
The view of each customer is done in two steps: first in read-only mode, after which only authorized users may enter in edit mode.
The page is divided into multiple tabs:
Contains general information about the customer: phone, mobile, email, address of residence, etc. etc.
If the customer is insterested in buying a property, in this tab you can enter their requests: contract type, location, rooms, etc. etc.
Perform some automated search to automatically found properties that could interest this user, you can have more information about this feature in in this page.
This tab contains the properties associated with the customer
View all the events that are linked to this customer, you can have more information about this feature in this page.
This feature is available inside the Professional version of Domus Organizer
This tab contains the general information of the customer: name, surname, date of birth, etc. etc. To create a new subject, you must enter the surname or the company name: all other information are optional.
This tab contains the customer's requirements in the search for a new property:
You can enter up to 3 different categories, in order to satisfy even the somewhat undecided
For each record, you can enter the District, Town, Zone and Subzone: to widen the search you can leave empty the field sub-zone or zone, so you have less stringent requirements.
Enter a record for each room type requested by the client and save the required amount (eg. 2 Bathrooms, 2 Bedrooms and 1 Double).