We have already learnt that Quicklinks are a very valuable tool available to you, allowing you to see at a glance what work is outstanding and prioritise work load.

Alongside the Dashboard and Homepage options to work with Quicklinks, you have the ability to set up your Right Toolbar. 

The main benefits of the Right Toolbar include:

• Ability to view all suitable quicklinks including Applicant, Property, Viewing, Offer, Landlord, Tenancy, Maintenance and Finance links.
• The Right Toolbar can be extended with the click of a button anywhere in the system.
• The ability to choose only the very important links that need to be monitored regularly.

You can use the Apply Standard Settings button in your Staff Profile to give you a list of useful Quicklinks to start from in your Right Toolbar.  Please see Apply Standard Settings on Grids and Quick Links for more information.  

If you wish to manually add the Quicklinks you prefer then please follow the steps below.  

1. Click on the arrow button displaying in the top right hand corner to extend the Right Toolbar - the arrow will turn pink when you hover over it.
2. You will notice the Right Toolbar is blank - you will need to choose which links you would like to display.
3. Click the 'Edit' option to open the list of available Quicklinks. 

1. Tick the boxes of the links you wish to display in your Right Toolbar.
2. Note the large scroll bar to scroll down to further Quicklinks available.
3. Once you have made your relevant selections remember to save!

The selected Quicklinks will now display in your Right Toolbar.

If you generate a Word letter in EA, you'll be used to pressing the Email button which creates a PDf file and emails it as an attachment.

We're sorry that this functionality isn't working today (Thu 18th Dec).

We've updated a mail server overnightwith a new version of the mail server software and it has broken the ability to send linked PDF files.

Unfortunately, we didn't spot the issue till this morning and we're mid way through the Weekly Email send out. If we stop the mail server and revert back to the old software (which will fix the problem straight away), your Weekly Emails won't go out and you'll have a more peaceful Christmas than you expected!

There are two ways to solve the problem:

1. Send the letters via Microsoft Word / Outlook (recommended)

2. Jot down the letters that you've created today and re-edit them tomorrow and do a re-send. (not recommended)

To send via Word / Outlook

These instructions relate to Word 2013 - older versions are slightly different.

Finish work on your document and save it 

Choose File (top left in the Word menu). We'll mimic the way Expert Agent does it - by attaching a PDF which most recipients will be able to open and read. if you send a Word document, tablet and Mac users won't necessarily be able to open it.

1. Choose Share

2. Choose Email

3. Choose Send as PDF

This will fire up an email in Outlook with the PDF as an attachment.

You'll need to paste in the email address from EA and paste in a standard note - something like

"please find attached a letter which we are posting to you tonight"

Some versions of Word and Outlook don't work well together. if that's the case, you'll have to do save as in your Word document and save it as a PDF. You'll then have to fire up your email system and attach the PDF

Sorry this is a nuisance. We'll solve the problem overnight.

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.

1. 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. 
2. 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.