The offer record
The offer record is where you view details and manage the status of the offer.
The structure of the page should look familiar if you're already used to using Property Hive, but should also be easy to navigate if you're new to WordPress.
Tabs
The design of the offer record (and records throughout Property Hive) follow a similar format whereby it's separated into intuitive tabs allowing you to jump straight to the section you require.
'Summary' tab
The 'Offer Details' meta box will show the status of the offer, the date and time that the offer was made, and the offer amount.
The 'Property Details' tab shows details of the property that's received the offer including address, and the name and contact details of the owner or landlord.
Click the property address to go through to the property record, or the contact name to go through to the contact record.
The 'Property Owner Solicitor Details' meta box stores details of the property owners solicitor.
If no solicitor is entered you'll be able to search solicitors. If one is selected the details of the chosen solicitor will be shown where you can click the contact name to go through to the contact record.
When searching for solicitors it will pull through 'Third Party Contacts' that have a 'Contact Category' of 'Solicitor':
The 'Applicant Details' meta box displays the name and contact details of the applicant(s) that made the offer.
Multiple applicants can be assigned to a offer. You can add additional applicants by searching for their name if they already exist in Property Hive, or click the 'Create new applicant' button.
The 'Applicant Solicitor Details' meta box stores details of the applicants solicitor.
If no solicitor is entered you'll be able to search solicitors. If one is selected the details of the chosen solicitor will be shown where you can click the contact name to go through to the contact record.
When searching for solicitors it will pull through 'Third Party Contacts' that have a 'Contact Category' of 'Solicitor':
'History & Notes' tab
All key activity on an offer such as status changes will be recorded in the 'Offer History & Notes' meta box.
Notes can be added using the 'Add Note' form and pinned using the 'Pin To Top' link.
Any pinned notes will be added to a separate 'Pinned Notes' meta box, visible as soon as you enter the offer record to ensure they are seen:
Actions
On the right hand side of the offer record you will find an 'Actions' meta box.
The action buttons available here will change depending on the status of the offer.