Chapter 3. Basic usage

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.).

Figure 3.1. Domus Organizer control panel

Domus Organizer control panel

Customer Management

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.).

Customer list

The customer list contains all the names in the archive

Figure 3.2. Customer list

Customer list

1. Customer details

Shows the most important information about the customer: name or company name, phone, email, etc.

2. Customer type

The icons indicate the type of customer: Customer, Owner, Both, or None

3. Customer ordering

Allows you to sort the list of customers

4. Free search

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

  • Email address

  • Telephone number (use digits only, for example 555123456)

  • VAT number

  • Customer type

  • Customer group

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.

Single customer

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:

Figure 3.3. Customer sections

Customer sections

General description

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.

Automatic Search

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

Customer - General description

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.

Figure 3.4. Customer general info

Customer general info

Customer - Requests

This tab contains the customer's requirements in the search for a new property:

Figure 3.5. Customer requests

Customer requests

1. Category request

You can enter up to 3 different categories, in order to satisfy even the somewhat undecided

2. Position request

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.

3. Rooms request

Enter a record for each room type requested by the client and save the required amount (eg. 2 Bathrooms, 2 Bedrooms and 1 Double).

Customer - Properties

In the event that the customer is the owner of one or more properties, you will see them in list below.

Figure 3.6. Customer properties

Customer properties

1. Remove link

To remove a property connected to the client, click the icon.