This option is used to prompt Admin or the SN that something needs to be done for either an Investor or Vendor.
Also see the \u201cDaily Tasks \/ Processes\u201d section, as this menu option forms part of this process.<\/p>\n\n\n\n
The screen has the following headings;<\/p>\n\n\n\n
Notification Type :<\/em><\/strong> Date :<\/em><\/strong> Details :<\/em><\/strong> Ref # :<\/em><\/strong> Type <\/em><\/strong>: Mark As :<\/em><\/strong> Notification Filter<\/em><\/strong> Potential Notifications \u201cVendor does not have an EPC\u201c \u201cLead Added : Check Finders Fee Set!!\u201c \u201cPhoto uploaded – Approve As Needed\u201c \u201cLead WF Element Overdue\u201c \u201cLEAD ARCHIVED 6 MONTH AGO – RESEARCH IF SOLD WITH LAND REG.\u201c \u201cNew Investor – Check for signing of : NDA \/ MNCCA\u201c \u201cNew Investor – Switch on their Commission\u201c \u201cNew Investor – Set Commission % or Fixed Amount\u201c \u201cNDA \/ MNCCA SIGNED\u201c \u201cLead selected Full Market Value – Needs contacting\u201c \u201cWF Error – NOT ALL TAGS DECODED – \u201c \u201c*<\/strong> DIARY NOTE : – ****\u201c This option is used to prompt Admin or the SN that something needs to be done for either an Investor or Vendor.Also see the \u201cDaily Tasks \/ Processes\u201d section, as this menu option forms part of this process. The screen … Continue reading
This will be either \u201cAction Needed\u201d, this means something needs to be done in order to confirm a process or to move a process on, or \u201cNotification Only\u201d, this is just a reminder or Note about something, the \u201cNotification Only\u201d is used very little in the system and the screen will typically have \u201cAction Needed\u201d tasks on it.<\/p>\n\n\n\n
This is the date the Notification was added by the system<\/p>\n\n\n\n
This gives you a brief explanation as to the Notification<\/p>\n\n\n\n
This tells you either the Vendor # or Investor #, clicking on the number takes you to either the Vendor or Investor account<\/p>\n\n\n\n
This tells you whether the notification is for an Investor or Vendor<\/p>\n\n\n\n
Clicking \u201cActioned\u201d marks the task as complete, and removes it from the list.<\/p>\n\n\n\n
Using the \u201cFilter by Type\u201d allows you to display only certain types of notifications.<\/p>\n\n\n\n
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Here is a list of potential Notifications and the solution, where relevant for each.<\/p>\n\n\n\n
This tells you that a Vendor has signed up through one of the Landing pages ( NPB, etc ) and that they have marked they do not have an Electrical Performance Certificate, this should be investigated with the Vendor, an EPC is a mandatory requirement to be able to sell your house. As part of the WF, an EPC will be offered, if it is not then subsequently purchased, Admin shall be informed again.<\/p>\n\n\n\n
This tells you that a Vendor has signed up through one of the Landing pages ( NPB, etc ) and that you need to set their Finders Fee. The Finders Fee amount is dictated by an office process, please see the \u201cOffice Process\u201d section for more details. To set the Finders fee, select the Lead, select \u201cFact Find\u201d, \u201cEnquiry Details\u201d, enter the amount and click \u201cSave Changes\u201d<\/p>\n\n\n\n
This tells you that a Vendor has signed up through one of the Landing pages ( NPB, etc ) and that they have uploaded their own photos, these photo will need approving before being made available on the Investor Website. For guidelines approval please see the \u201cOffice Process\u201d section. To view and Approve the photo\u2019s, select the Lead, select \u201cFact Find\u201d, \u201cView \/ Approve Photo – View Slot\u201d, and click \u201cApprove\u201d for each relevant Photo.<\/p>\n\n\n\n
Based on the system having a high level of automation, many processes run without the need for any input from Admin, however there are some tasks that do require input, The Tasks form Elements within a WF. Each element is designed to be completed at a specific time, based on the WF. If this time is exceeded, this notification is raised. In this situation, you need to review the WF that is being executed against the Lead and either complete the late task or, make notes detailing the delay. To review the late task, select the Lead, select \u201cFact Find\u201d, \u201cAdviser Process\u201d, this shows you the current WF running against the Lead, and tells you if the Task is Manual or an Automated Task, it will typically be Manual Tasks that are Overdue, See the \u201cAdviser Process\u201d section for more information. Once you\u2019ve identified the last task, and this will be obvious, by the fact that it will be the next due WF Element that is not marked Complete. You need to decide whether the task can be marked as complete or there is a delay for some reason. Click \u201cCOMP\u201d to mark the element as complete, or click \u201cAdd\/View\u201d to add notes as to why there is a delay. See the \u201cCRM Notes\u201d section for more information.<\/p>\n\n\n\n
This notification is designed to flag that a Lead was in the system, did not sell and therefore was archived, its was deemed that there should be an office process to follow up on these types of Leads, to make sure that there was no breach of the NDA or MNCCA by an investor. Please see the \u201cOffice Process\u201d section for more details<\/p>\n\n\n\n
This notification is shown after each new Investor signs up to the system. As part of the sign up process the investor must sign a NDA\/MNCCA, this task is designed to prompt Admin to review the Investor and make sure this has happened. Click the Investor, scroll to the bottom of the page and you\u2019ll find the Investor Audit Trial, if the NDA\/MNCCA has been signed there will be a entry detailed when, and the ability to view the signed document, by clicking \u201cView Doc\u201d, if this entry is not there, it means the NDA\/MNCCA has not been signed, and the Investor needs following up with, Please see the \u201cOffice Process\u201d section for more details<\/p>\n\n\n\n
This notification is shown after each new Investor signs up to the system, their commission option needs to be turned on, Click the Investor, and select \u201cY\u201d from the \u201cEarn Commission\u201d option, scroll down click \u201cEdit Contact\u201d this saves the change.<\/p>\n\n\n\n
This notification is shown after each new Investor signs up to the system, Click the Investor, click \u201cView Commission Setup\u201d, and enter either the % Fee or Fixed amount, click \u201cEdit Supplier Commission when done. For more details on the Commission amounts or %, Please see the \u201cOffice Process\u201d section for more details<\/p>\n\n\n\n
This is related to notification : \u201cNew Investor – Check for signing of : NDA \/ MNCCA\u201c and is shown once the Investor Signs the NDA\/MNCCA. Click the Investor, scroll to the bottom of the page and you\u2019ll find the Investor Audit Trial, if the NDA\/MNCCA has been signed there will be a entry detailed when, and the ability to view the signed document, by clicking \u201cView Doc\u201d, if this entry is not there, it means the NDA\/MNCCA has not been signed, and the Investor needs following up with, Please see the \u201cOffice Process\u201d section for more details<\/p>\n\n\n\n
This is shown when a Vendor completes a FF on the NPB website and refuses to reduce the amount they\u2019re will to take for their property. Please see the \u201cOffice Process\u201d section for more details<\/p>\n\n\n\n
\u201cWF Error – ONE OR MORE BAD STRING(s) FOUND IN EMAIL WORDING – DP – Photographic & Floor Plan services\u201c
These two Notification should never show now Testing is complete, it means the Automation has encountered a problem and has been halted for the specific Vendor or Investor, Contact Support, for more details, see the \u201cContact Support\u201d Section of this document.<\/p>\n\n\n\n
This is shown when a CRM\/Note has been added to a Vendor, the wording of the note will give more relevant information about what needs to be done. See the \u201cCRM Notes\u201d section for more information.<\/p>\n","protected":false},"excerpt":{"rendered":"