General - Expert Agent Documentation

NAVIGATION

Dashboards are a great way of searching for singular records and getting a snapshot of related activity. Apart from the other key features of any dashboard, (for more information see Personalising your Dashboards) the quicklinks form a huge part of them.

In order to set up your Quicklinks access the desired dashboard from the top menu and follow the steps below:

In this example, hover over Applicants in the Top Menu and select the 'Dashboard' option.

The Quicklinks pod displays in the bottom right hand corner. This will only have 2 links setup, 'Applicant Grid' and 'Add an Applicant', as standard until you choose the links you would like to display.
Click the 'cog' icon to open the list of available Quicklinks.

Tick the boxes of the Quicklinks you would like to appear on your Applicant Dashboard.

Quicklinks are broken down into 3 different sections:

MY - Used if you work purely with your own applicants.

Office - Used if you work with as a team in the office.

Group - Used if you are part of a multiple branch firm and wish to view the information across the group.

Ensure you save once you have made your selections and you will be directed back to the Dashboard.

Your chosen Quicklinks will display with the number of records relating to that record. Clicking on any of these links will direct you to a pre-filtered grid containing those records ready for you to work from. These links will also display on the homepage if you have the relevant pod setup (see below):

For more information on configuring your homepage please see the Personalising your Homepage chapter.

PLEASE REMEMBER THAT STEPS ABOVE RELATE TO THE SETUP OF ALL DASHBOARDS.

Your Expert Agent homepage is designed to give you all the information you need when you first log in. A lot of this information falls down to your Quicklinks which you need to ensure are setup otherwise you will not be seeing the key information you need.

In order to set these up to show you need to follow the steps below:

Hover over Tools in the Top Menu and select 'My Profile'

Select the 'Configure Homepage' option.

Tick the boxes for the pods you wish to display on your homepage. In this instance we are focusing on the Quicklinks pods.
Ensure you Save! This will take you back to the 'My Profile' page. Click the Save option here too.

Your newly selected pods will be displaying in the top left hand corner.
Click and drag your selected pods to where you would like the pod to display. The pod should dock itself correctly.

In order to setup which quicklinks display in the various are determined via the quicklinks setup in your Dashboards. See the Quicklinks on your Dashboards chapter for information on setting these up.

For more information on the Expert Agent Homepage, see the Personalising your Homepage chapter.

01.02.15

With 75% of users working in Expert Agent Touch full time (and over 90% having tried it), the time has come to take down the old Learning Centre which has become progressively more and more out of date.

We've redirected your request to the new Learning Centre created for Expert Agent Touch's Sept '14 launch.

We're updating this daily.

Please use the search box (top right) to search for the help you are looking for.

Setting up this feature gives you a quick and easy option of confirming the valuation appointment with your Vendor/Landlord.

When booking a Valuation you will get an option to confirm the appointment with the Vendor/Landlord via SMS and E-mail. This is the section in which you configure the text.

This section is preconfigured for you however feel free to amend the text if required.

Vendor/ Landlord Confirmation SMS Text - Ensure this text is configured as required.
Vendor/ Landlord Configuration E-mail – Edit the text as required.
SAVE

NOTE – These fields contain merge fields so if any changes have been made it is advised to send yourself a test text to ensure everything is correct.

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Quicklinks on your Dashboards

Quicklinks on your Homepage

Where's the manual for "Classic" Expert Agent

Valuation Confirmation Setup