How do I access functions removed from the agentOS search bar?
Learn where to find relocated functions like Add Landlord, Add Applicant, Quick Add Appointment, and other actions that were moved from the search bar to dashboard sections, favourites menu, and record-specific actions.
We have recently made changes to the search bar function of agentOS to streamline results and give the most relevant information when conducting searches.
Search Bar Improvements:
• Changed ordering so newest records show first in results
• Email addresses and mobile phone numbers are now searchable for all people records
• Sales offers now appear in search results
• Invoices can be searched using formats: 'inv-123', 'inv 123', or 'invoice 123'
• Letters can be searched using formats: 'post-123', 'post 123', or 'letter 123'
What Changed:
• Closed tenancies and tenants are now hidden from search bar results (access through Tenancies and Tenants sections in Lettings)
• Action and creation options removed from search bar (e.g., 'Add a Landlord', 'Apply Charge')
Where to Find Add Functions:
Most 'Add record' functions can be found from the main dashboard:
Add Applicant/Buyer:
Found in the top right of the 'Overview' Section
Add Landlord/Seller:
Found in the 'Prospecting' section
Add Maintenance Job/Certificate:
Found in the 'Property Management' Section
Quick Add Appointment:
Found in 'My Appointments' section or from the left-hand sidebar
Using Favourites for Quick Access:
You can add frequently used functions to Favourites for faster access:
1. Click the yellow star to the left corner of any icon on agentOS
2. This adds it to the 'Favourites' menu on the left-hand side of the screen
3. Access by hovering over the sidebar on the left
Example - Adding Reminders:
• Add 'Reminders' to Favourites using the yellow star
• Access within 2 clicks from anywhere on agentOS
• Hover over left sidebar, click 'Reminders'
• Find the add button in the top right
Example - Adding Contractors:
• Select 'Maintenance' from top of screen
• Click the yellow star above the 'Contractors' icon
• Access from the shortcut menu on the left-hand side
Other Add Functions:
Add Charges/Maintenance Deductions:
Process via the actions menu from the person record itself
Allocating Funds to Closed Tenant/Tenancy:
If needing to allocate a payment to a person attached to a closed tenancy:
1. Find them in the relevant list
2. From their record, use 'Actions' and 'Take a payment' (creates payment group to link to payment)
3. To make a payment out, select 'Actions' and 'Make a payment'
4. When reconciling, use "Link as payment or deposit" to link the payment to this payment group
Note: This is only required when tenancy is in 'Closed' stage but still has funds to allocate. If tenancy is 'ended' but not 'closed', tenant can be found via search bar or from 'Link as once only'.