|The Contact Activity Widget is a four-tab layout and is designed to provide you direct access to client activity from the Collaboration Center. You can also quickly get to all new contact activity, whether it is from the Collaboration Center or Auto-Notification Emails by clicking on (# New) in the widget header.|
Up to 50 records will display on each tab. Use the Days Back selector to view activity up to 30 days back. Use the Edit Widget tool () to set the Default Days Back from 0 to 7 days.
Learn more about each tab and the new activity below.
To view all activity for your contacts, including contacts set up on email notifications, click on the widget’s header. Click the # New link to open the Contacts Manager and automatically filter it to display all new activity.
The Activity tab will display the contacts that have viewed their Collaboration Center site within your specified days back. They are displayed by most visits to their Collaboration Center site.
Each record will display the contact name with the number of site visits, so how many times the client has viewed their collaboration center within your specified days back.
Click the Contact Name to view the contacts Contact Activity page. Here you can view a further breakdown of the contacts views per saved search or view their contact information page.
Click View Site to open that Contact’s Buyer Activity tab in Collaboration Center.
Next to each Contact is a link to the Favorite, Possible, and Rejected listings they marked in the specified Days Back.
|Click the numbers to view those specific listings in your Paragon spreadsheet view.|
The Comments tab displays any comments made on listings by the client in the Collaboration Center. The comment will remain visible on the widget within the selected number of days back until you reply.
The display includes the Contact name, the Listing ID # and Address for the property, and the Comment.
Click the Listing ID # to see the default Listing Detail report. You can comment right from here!
Click Reply, to open the Manage Comments pop-up window to view the entire comment and reply to the Contact
The Searches Tab shows you which clients have created their own searches on their Collaboration Site.
The display includes the Search name, Contact name, and the number of matches.
Click the Search name to view the matches in the Contact’s Collaboration Center Map view. When editing a buyer search, you will be redirected to the Collaboration Center search. This allows you to edit the search with the same tools and fields available to the buyer.
Click # Matches to view the listings in Paragon.
The Sellers Tab of the Collaboration Center focuses on your clients who are looking to sell their property and contains activity tracking information.
The display includes the Listing address, Listing Number, and the contact name if assigned.
If a listing has been associated with one of your Contacts, click the address to go to the Contact’s Collaboration Center Seller Activity tab to view listing activity from buyers and agents: views, shares, favourites, and more.
If a listing has not been associated to a Contact, click the Assign a Contact link to add a Contact and enable the Sell Side. Learn more about the Sell Side here.