If you add Key Numbers in successive order in your company you can use the property grid to check for the next number.  

1. Filter the key column and then you will be able to see which key number comes next.  

In this example for Sales its S022.  

1. Hover over Properties in the top menu and select Keys.  

2. You can search for a specific property or key number.  

3. Or you can search for properties with a specific key status.  You can also export the key grid to a CSV file (Microsoft Excel).  

From the Appointments option in the top menu, select Grid.  

1. The Appointments grid shows you all Appointments in the diary, so not just Viewings but also Staff Holidays, Doctors Appointments, Property Inspections etc.  When you first click onto the Grid you need to make sure that it is showing you Viewings.  Click into the Appointment Type column.  

2. Untick "All" and tick "Viewing".  

If you completed a market appraisal form or similar while conducting your valuation, it is good practice to upload a copy of this to the record in Expert Agent – this also elminates the need to keep paper copies of documents in the office.
You would need to scan your document and then either upload it against a link in the record, or attached to an event.

To attach it to a link:

Go to the ‘Links’ tab of the property record. You’ll need to have a link set up for the market appraisal form – this is something a super user would do in configuration. When adding new links you choose whether they are to be visible online or not, so you’d need to ensure that this link wasn’t set to be visible.
Click ‘Edit’ next to the link. This will open a select box for you to upload the file from your computer.

To attach it to an event:

Go to the ‘Events’ tab of the property record and click ‘New Event.’ A new window will open:

1. Select the event type – again you can have options added for this, so in the example above we’ve added ‘Marketing appraisal form’ as an event type in configuration.
2. Click ‘Select’ to choose your document from your computer.
3. Click on the save icon.

This will return you to the events log with the new event listed. You can filter on event type at the top of the tab to quickly locate your document in the future should you need to.