Vebra to Alto terminology and icon guide

In Vebra, there are a series of tabs on Property/Person records to see historical events. They consist of History, Viewings, Marketing, Documents and Letters.

In Alto, within a property record*, there's a Timeline side menu tab which keeps a log of all activity relating to that record. There are a range of filter options available such as Viewings, Marketing and Comms.

*Applies to Properties, Contacts and Tenancies

In Vebra, you're able to create an adhoc group of properties or people. 

In Alto, the same functionality exists under a different name - Match Groups.

*Applies to Properties and Contacts

In Vebra, you would click Event to drive the next event. 

In Alto, the same functionality exists under a different name - Actions.

*Applies to Properties and Contacts

In Vebra, if you were to double click a Photo, you would view a photo carousel of all the photos. 

In Alto, the same functionality exists under a different name - Slideshow.

In Vebra, media such as Photos, Floorplans and EPCs all had their own button or tab you would click.

In Alto, whilst they are also broken down into their respective tabs, they are housed in an overall side menu tab - Media.

In Vebra, to send an email to a person record, you would click E-mail from the Event menu or double click the email address.

In Alto, the @ icon is present on the Overview side menu when you click Properties, Contacts or Tenancies on the main navigation bar. It opens up an Email window.

In Vebra, to send an SMS message to a person record, you would click Text message from the Event menu.

In Alto, the speech bubble icon is present on the Overview side menu when you click Properties, Contacts or Tenancies on the main navigation bar. It opens up an SMS Message window.

Sales Grouped by Solicitor

(Progressions > Sales progressions)

In Vebra, all sales grouped by solicitor were accessed from the Sales menu.

In Alto, this is an option (Sales Grouped by Solicitor) found within Progressions > Sales progressions on the main navigation bar.

Show chain

(Sales/Offers Chain Progression)

Chain Overview

(Progressions > Sales progressions)

In Vebra, if you were to click Show chain, you could view a graphical representation of the sales chain.

In Alto, the same functionality exists under a different name - Chain Overview. This is available once you select and view a sales progression in full from within Progressions > Sales progressions on the main navigation bar.

In Vebra, 'contacts' were classed as Solicitors, Estate agents, Board contractors etc.

In Alto, all people are known as Contacts. 

In Vebra, to add a sticky note you would click Attach sticky note from the Messaging menu, accessed from the main navigation bar.

In Alto, the + icon is present on the top right hand side of Alto, when you click Properties, Contacts or Tenancies on the main navigation bar. It allows you to add a sticky note.

In Vebra, to close all visible sticky notes you would click Close all sticky notes from the Messaging menu, accessed from the main navigation bar.

In Alto, the Pin icon is present on the top right hand side of Alto, when you click Properties, Contacts or Tenancies on the main navigation bar. It allows you to show or hide sticky notes.