This facility allows you to enter a prospective buyer’s inspections against a listing using the Calendar. This will then update the Buyer > Properties Inspected area for the prospective buyer as well as the Properties > Listings > Appointments area.

1.       On the File menu, point to New, and then click Appointment.
 
2.       Select the Prospective Purchaser appointment Category from the drop down menu.
 
3.       Select the Property Inspections Appointment Type from the drop down menu.
 
4.       Click on the Contact button to search & locate the Prospective Purchaser (if the contact can

not be found click Add New and see Entering a New Contact)
 

5.       Nominate the Date, Start & End times and any notes if required.
 
6.       Enter any Notes if required.
 
7.       Locate the Listing the Property Inspection relates to.

8.       Click Save and Close to save the information entered; alternatively click on the X at the top 

right corner of the Active screen , a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.

Note: For the history of property inspections to be updated, (Contacts > Buyers > Properties Inspected) ensure you have setup the contact as a Buyer in the system. See: Enter a new Buyer

After the Prospective Buyer has inspected the property, you may re-open this Appointment on the Calendar, update the Notes field with their Comments– you may use either Notes areas*

* If you have updated the Mid Section Notes area, you will be able to view these comments in the Listings > Appointments area by clicking on the +sign. If you enter any Notes into the Lower Section area displaying the Listing information, you will be able to view these comments directly in the Listings > Appointments area without having to expand the record.