Notifications Dashboard

*Note: The ability to view notifications by Office, Team or other Staff is available for Users with the appropriate permission(s).

The Notifications Dashboard provides a consolidated overview and quick access to a range of upcoming and overdue events such as:

• Auctions
• Expected Unconditional
• Expected Settlements
• Staged Payments
• Agency Agreement Expiries
• Expected on Market
• Contract Conditions Due

1. Click on Dashboard from the main menu. 

2. Toggle between All 'Overdue', 'Today' and 'Upcoming' (next 7 days).

3. Click each category to bring up a report of all relevant records.

Entering Dates: 

• Auction: This notification date and time will come from a listing card within the general tab.

• Agency Agreement Expiries & Expected on Market: These notification dates will come from a listing card, within the For Sale tab.

• Contract Conditions: This notification will come from the offers/ contracts tab within a listing. 

• Staged Payments: The Staged Payment's notification can be added in through the offers and contracts tab within an unconditional listing.

• Expected Settlement & Expected Unconditional: When moving the listing through the Pipeline, it will ask for these dates. Once, emntered, they will reflect on the notification panel on the dashboard.