Agent P.A.

Morning meetings are ready to go using AGENT PA.  All your tasks and to-dos in one place!  Your personal list.
 
See who you need to call, email, text or do stuff for!  Pin things that you need to remember to do in Agent PA.  Timeline in Agent PA records all the actions.
 
Pin it in Agent and you’ll have no more use for Post It notes!

Agent PA is split up into six different sections that will assist you in carrying out your daily tasks.

• Pin Board
  
  
  • The Pin Board allows you to pin as many objects (People, Properties, Maintenance Jobs etc...)as you want, to the dashboard.
  • A maximum of ten will be displayed.
  • Clicking on a pinned item will open up that page.
• People to Call/Emails to Send/SMS to Send/Actions to Take
  • People to Call will display any Next Call Reminders you have created on an object (See Agent PA Reminders below).
  • There is a limit of ten items shown
  • They are displayed in date ascending order.
• Your Timeline
  • Your Timeline will track any actions that you complete or any objects which you edit.
  • There is a limit of ten items shown

Agent PA Reminders

A new actions bar has been added along the top of all object pages (People, Properties, Maintenance Jobs etc...). The purpose of these actions is to allow you to set reminders to contact a person or carry out an action on an object. 

Check out the video below for more information