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Property Record: Dates

  • Updated

VaultRE allows you to record specific dates in relation to a property. By default, we provide the option to add a pipeline or settlement date, otherwise, you have the ability to add further property related dates as shown via the Setup Date Fields knowledge article.

Step by step

How to apply and track an added Pipeline date? 

1. Navigate into the desired property

2. Click on the Other tab >  Dates

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3. This will then open the Dates / Pipeline / Anniversaries window, where you can view all existing dates attached or click on Add in the top right-hand corner to add a new date

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4. The Add/Edit Date window will then appear as per below, where you are able to add the required details:

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  • Type: - The date type you would like to add against the property
  • Date: - Apply the date against the selected date type (For a pipeline date, this would be the date to follow up on)
  • Contact: - If multiple owners are attached to the property, here you can select the contact that the date is in relation to
  • Property: - This will automatically default to the property address you are adding the date against
  • Assigned: - This will be the user that is responsible for the date attached, can select another user if adding on their behalf

5. Once you have completed all required details, you can click on Save

6. This will then add in the Pipeline date, where you can Edit on the right-hand side

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7. Once the Pipeline date has been added, you are then able to view the upcoming two months of Pipeline dates via the pipeline widget. More information on widgets and your dashboard can be found via the Dashboard knowledge article

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You can also use the Pipeline Report to track all pipeline dates added (Properties > Pipeline Report). More information on this report can be found via the Pipeline Report knowledge article. 

 

Additional information

We provide the option to apply a date-based trigger for property-based dates, including pipeline dates. This can be set to automatically send an email, SMS or assign an action list when the pipeline date has been reached. More information on how to apply a trigger can be found via the Automation - Setup Triggers knowledge article.

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