Event Types

Setup various log entries to categorize your events more effectively. Expert Agent stores a track history of events on each record.  Ensuring that you enter some relevant Event Types for your business will allow you to search for an event easily.  i.e. Maintenance Work, Update call with Landlord, Sales Progression notes etc.

1. Select Event Types.
2. Default Event Types will display.
3. Click “New Event Type” to add new types.
4. Enter the new prompt
5. SAVE

Example: How the Event Types will show in the front end of Expert Agent

This example shows the Events tab on the property form.  A  note has been added with the event type set to “Scanned Documents” making it easier to filter out any uploaded documents.