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Latest Update All encompassing Action List

January 17, 2013
by Axia
Action List, Updates
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The Action List replaces the old Diary Lists which produced separate lists for Property Inspections, Gas Safety Certificates, Tenancy Renewals, Repairs etc.  These lists have now been combined into one easy to use Action List which can be viewed for the current day, week or month, a specific period or ahead into the future.  Each Action is divided into stages which must be completed before the whole Action is complete.

As with the old Diary Lists, PMX allows you to assign an Action to a property or to an applicant. There are a number of Action types already set up in PMX but you may create your own Action types.  To view the status of any Action for a particular property or applicant, open that property or applicant and click on the Diary tab.  To view Actions across all properties and applicants select Action List on the Management menu or click the Notebook icon.

The Action List option on the PMX Management menu shows all Actions assigned to all properties or applicants.  When PMX first displays this list the Actions will be in order of Review Date and the highlight will be positioned on the first Action due for review by date.  Actions can be filtered so that only certain types are displayed.  Click the Filter button to display a list of Action types.  By ticking the box next to each Action type you can specify which types are displayed.  Click Clear All to remove all ticks or Set All to tick all Actions.

Actions can also be selected by Review date and displayed in different orders. 

Use the email contact on this page to let us know if you would like to receive this update.

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Recent News

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“Axia have provided a great service that has been invaluable to the smooth running of our busy Lettings and Property Management company. We have used them for seven years and even through a tough market we could not do without them.”
Christopher Doyle, Davis & Gibbs

“I looked at other software packages but PMX provided the best value I could find.”
Mark Francis, Express Property Services

"Tate Residential has been supported by the team at Axia since 2006 using their software and Bureau Service for the lettings side of our business. I can honestly say that during the time we have been using the software it has proven to be robust, practical and forgiving of our harsh treatment. However, what far surpasses the software is the Bureau Service. They have been a real pleasure to work with and together there is little that we cannot achieve and a safer set of hands cannot be found... Five star rating would be too low... Long may it continue... Thank you."
Paul Tate, Tate Residential www.tateresidential.co.uk
 

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