Alto_Vebra_Snippet.png

Property, Contacts and Tenancy records in Alto all have an Overview screen.

The Overview screen for a Property and Contacts will show you any outstanding tasks or reviews, and in the Recent Activity section there will be a list of the recent ‘Timeline’ entries (the Timeline, accessed on the side menu, is a complete history log and would contain all the information you would have seen on the history, viewings, marketing and letters tabs in Vebra/Encore Live).

On Tenancy records, Management and Maintenance statuses can be seen, and also if you have indicated that there is asbestos present at a property, this will be shown with a warning on both the Tenancy and Property Overview screens. 

You will also be able to see tiles containing useful information such as the number of viewings, offers and matches.  Clicking on a tile will take you to the relevant part of the record, for example, if you click offers, it'll show all the offers that have been received against the property. 

This article includes: 

Property Overview

The various different sections of a record are displayed across side menu tabs and top tabs. Overview is the first tab on the side menu, running from top to bottom.

The side menu and top tabs are similar to the tabs you had at the bottom of the property and person screens in Vebra/Encore Live.

overview_numbered.png

  1. Recent & Favourite Properties list
  2. Overview and other side menu tabs
  3. Tasks and reviews for the property
  4. Recent Activity - This will show the last few ‘Timeline’ entries
  5. Property search
  6. Actions/Docs buttons - These are very similar to the ‘event’ button in Vebra/Encore Live
  7. Options to Add/Show/Hide sticky notes
    For more information on Sticky notes on a property, click here
  8. Clickable tiles to see more detailed information

Contacts Overview

The various different sections of a record are displayed across side menu tabs and top tabsOverview is the first tab on the side menu, running from top to bottom.

The side menu and top tabs are similar to the tabs you had at the bottom of the property and person screens in Vebra/Encore Live.

contacts_overview_numbered.png

  1. Recent & Favourite Contacts list
  2. Overview and other side menu tabs
  3. Tasks and reviews for the contact
  4. Recent Activity - This will show the last few ‘Timeline’ entries
  5. Contacts search
  6. Actions/Docs buttons - These are very similar to the ‘event’ button in Vebra/Encore Live
  7. Options to Add/Show/Hide sticky notes
    For more information on Sticky notes on a contact, click here
  8. Clickable tiles to see more detailed information

Tenancy Overview

The various different sections of a record are displayed across side menu tabs and top tabs. Overview is the first tab on the side menu, running from top to bottom.

tenancy_overview_numbered.png

  1. Recent & Favourite Tenancies list
  2. Overview and other side menu tabs
  3. Management and Maintenance information for the tenancy (if applicable)
  4. Recent Activity - This will show the last few ‘Timeline’ entries
  5. Tenancies search
  6. Actions/Docs buttons - These are very similar to the ‘event’ button in Vebra/Encore Live
  7. Options to Add/Show/Hide sticky notes
    For more information on Sticky notes on a tenancy, click here
  8. Clickable tiles to see more detailed information

Was this article helpful?
0 out of 0 found this helpful