Prospective Buyer/ Tenant Modification Logs
Note: The ability to edit/delete certain activities is limited by permissions and system-configurations like backdating and deleting notes.
Modification logs are available via the prospective Buyers/Tenants Panel.
1. From the Property card, click 'Full View'.
2. Select 'Prospective Buyers' for Sales or 'Prospective Tenants' for rentals.
3. Click 'Contacts / Follow Up'.
4. Select the 'Quick Action' icon.
5. Click 'View Modifications'.
Logs are stored when the following actions are made:
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Parent Record: Source, Interest Level, Contract Taken?, Report Taken?, Price Feedback, Ongoing Interest?, Follow Up?
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Enquiry: Add Enquiry, Edit Enquiry Comment, Delete Enquiry
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Inspection: Add Inspection, Edit Inspection Comment, Edit Inspection Date, Delete Inspection
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Note: Add Note, Edit Note Headline, Edit Note Description, Edit Note Date, Delete Note
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Offer: Add Offer, Edit Offer Date, Edit Offer Price, Delete Offer.
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