Go to Main Menu>Person>Find person, enter any part of the person’s name or address and click on Search.
From the list, double-click on the person to open their person record.
Click on the Viewings tab.
Double-click on the viewing
Add notes.
Tick the boxes to indicate that the viewing has been followed up with the applicant and the Vendor/Landlord
Click on Save.
Or
Go to Main Menu>Property>Find Property, enter any part of the address and click on Search.
From the list, double-click on the property to open the property record
Click on the Viewings tab.
Double-click on the viewing
Add notes.
Tick the boxes to indicate that the viewing has been followed up with the applicant and the Vendor/Landlord
Click on Save.
Or
Go to Main Menu>Follow Up>Follow Up.
Tick Display viewings to follow up.
Double-click on the viewing
Add notes.
Tick the boxes to indicate that the viewing has been followed up with the applicant and the Vendor/Landlord
Click on Save.
To text/email the feedback to the Vendor/Landlord from this screen, click on Text feedback to vendor/landlord