New to iDashboard? Start here
- Where to start?
- Listings Onboarding
- Global Search
- How to get help & support
- Supported Browsers
- Getting help on an individual property
Dashboard (Home Screen)
Contacts
- Add a new contact
- Searching for a contact
- Edit, Archive and Delete a contact
- Categorising Contacts
- Change or Set the Controlling agent for Contact
- Activity Stream
Leads Inbox
- Getting to know the Leads Inbox
- Getting to know the Enquiry View
- Lead Inbox Settings
- Setting up Leads Inbox to receive enquiries from Portals
- Matching Contacts and Properties to Leads
- How to Process Leads
Real Estate & Listings
- Searching for a property
- The Property ID Number
- Add a New Listing/Appraisal
- Property Status Types & Workflow
- Change the property status
- Add the Vendor or Landlord to your listing
Website Intergration
Email Campaigns
- Automatically Subscribe Contacts to Campaigns
- Send an email to a group of contacts
- Send an Email to your Workspace contacts
- Automatic bounce unsubscribing
- Create an automatic composition
- Create a newsletter series
Mail Merge
- The Different Types of Mail Merge Fields
- Date & Time Mail Merge Fields
- Property Mail Merge Fields
- Contact Mail Merge Fields
- Sender/Employee Mail Merge Fields
- Agency Mail Merge Fields
Handouts & Booklets
Reports
- Submitting an Office Report
- Contact report/generating CSV contact list
- Export Contacts for RiTA
- Creating a Handout Report, Property Booklet, or Stock List
- Creating a property booklet
- Make an agent-only open home list
Administration
- Adding an Action Plan
- Adding files to the Document Library
- Agent Notifications
- Change Password
- Enable Two-Factor Authentication (2FA)
- Managing Canvas Areas
Wizards
Integrations
Property Uploads (XML Feeds)
- Common reasons why a property won't upload
- Contact details for portals
- How do I setup a new feed?
- Outgoing Feeds
- Portals supported by iDashboard
- Website Marketing
Troubleshooting
- Check if an email address is valid
- How do I check why a property has been rejected by an external portal?
- How do I clear the cache in Firefox?
- Marketing material troubleshooting
- Reports Troubleshooting
- Why are weird or 'foreign' characters appearing in my property description or website page?