How to access functions removed from search bar

We have recently made some changes to the search bar function of AgentOS. In order to help streamline the results returned and give the most relevant information when conducting a search on OS, we've made the following changes to the global Search bar at the top of the page. 

Improvements:

• We’ve changed the ordering of all items so the newest records will now show first in the results.
• Email Addresses and Mobile Phone numbers are now searchable for all people records.
• Sales Offers now appear in the search results.
• Invoices can now be searched for with any of these formats:
     'inv-123'
     'inv 123'
     'invoice 123'
• Letters can now be searched for with any of these formats:
     'post-123'
     'post 123'
     'letter 123'

Changes:

• Closed Tenancies and Tenants are now hidden from the search bar results. You can access these records through the Tenancies and Tenants sections in Lettings as normal.
• The action and creation options that used to show in the search bar have been retired, e.g. 'Add a Landlord', ‘Apply Charge - [Person Name]’ etc.  Actions are available from the option in the record itself, and to create a new record you can use the options in the specific sections, or the '+' button options available directly from the Dashboard.

Most 'Add record' functions that have been hidden from search bar can be found from main dashboard:

Add applicant/ Buyer:

These can be added in the top right of the 'Overview' Section.

Add Landlord/Seller:

These can be added from 'Prospecting' section:

Add Maintenance Job/Certificate:

These can be added from 'Property Management' Section:

Quick add appointment can be found in 'my appointments' section:

Or from left hand side-bar:

In some cases, such as 'add reminder'. There are shortcuts to arrive at these processes that are less time consuming than typing in full phrase, such as adding 'favourites'. 

If you click on the yellow star to the left corner of an icon on AgentOS, you can add this to the 'Favourites' menu to the left hand side of screen:

So you can now add a reminder within 2 clicks from anywhere on OS. All you need to do is hover over side bar on left, then click 'Reminders' :

You will then find  in top right of the next screen.

The above example can also be used to speed up process to 'Add a contractor' (see below)

If you select 'Maintenance' from top of screen, followed by the little yellow star found above icon for 'Contractors'

This will then be added to Shortcut menu on left hand side of screen:

From here, just need to select from top right. 

Other 'Add' Functions:

In relation to adding charges/ maintenance deductions, this can still be processed via actions menu from the person record itself.

Allocating Funds to closed tenant/tenancy 

If needing to allocate a payment to a person attached to a closed tenancy, can find them in relevant list:

 

 

and from their record, can use 'Actions' and 'Take a payment':

This will create payment group to link to payment in.

To make a payment out, can select 'Actions' and 'Make a payment':

this will create a payment group to link with reconcile statement entry once paid in real world. 

When reconciling use "Link as payment or deposit" to link the payment to this payment group.

The above only required in cases where Tenancy in 'Closed' stage, but still have funds to be allocated. For example if tenancy 'ended' but not 'closed' tenant will be able to found via search bar or from 'Link as once only'.