BOS Edit and Close Transaction Search Enhancements and Standardizations improve efficiency and convenience.

The BOS functions most used are the transaction edit and closing procedures. To help increase efficiency and ease of use, the search screens have been improved and standardized. Now, when using Edit or Close transaction searches, the criteria and search operations are identical.

Above is the improved Edit Transaction search.

First, note that a “Search” button has been added. Previously, as any one search criteria had been changed, the system would immediately attempt to re-search the database.

Now, a user will set the value of all items first and the system will not start a search until the Search key is pressed. For example to browse all pending sales in office 2, the both drop down items would be set and then the Search button clicked to find and re-display the listings desired.  This example is shown below:

Above example, set status to “PENDING”, set Office to “OFFICE2” then click Search (or type Alt-S or press Enter key).

It speed finding a single property, the Street No. search item has been added. The above figure shows an example of using the street number (“44”)  and name (“Rover”) to locate a property. 

Illustrated above is the “Close Transaction” search window. The search options are identical to “Edit Transaction” with the addition to the “To Closing Date” option that is used to “Cut Off” the display up to a certain close date.

Note that convenient search criteria of MLS No. and Agent have been added as well to Close Transaction’s search.

FOS Security Enhancements Enable Sharing of Front Office Information.

A number of security of enhancements have been made to FOS to enable more in your company to benefit from FOS access.

A common request from FOS customers is “We have data entry users who we do not wish to have running company reports and we have manager users who want to run company reports but we do not want them to be able to change data – can you help?” 

This typical need is illustrated above where a company would like both types of users to benefit from the BOS or FOS system. At the same time, companies want to restrict the type of company report information that a data entry person might view. And, further, data entry and accounting departments want to restrict branch managers from changing data.

Previously, a company has had to choose if the BOS and FOS system was to either be “all open” to data entry or “all open” to managers. With REAL/Easy version 14.3 this situation can now be managed thereby maximixing the value BOS and FOS can provide and at the same time provide the restructions desired. Now each user type can be setup the desired way.

Above, access the user list from Preferences à “Setup Users”.  Note that the User Edit list now includes the “User level”.

Each user in BOS/FOS will now have two access level assignments – one for general non-reporting commands, and one for reporting commands.

The Menu Access Level – General applies to all add, edit, and other processing commands that are not reports. In the example above, this level is set to 4 for the “BRANCH1STAFF” data entry user. This means that this user will be able to access any FOS/BOS non-reporting command that has a required level of 4 through 9.  If, for example the “Add/Edit Listing” command has a required level of 5, this user will be able to access listing data and change it.

The Menu Access Level – Reports applies only to reporting commands (buttons on the desktop menus).  The setting in the above example of “6” means that only reports that have a required level of 6 throuch 9 will be accessible to this user. If reports, say listing ranking or office company dollar has a required level set to 3, this user will not be able to run them.

Above is illustrated the enhanced “Setup Menu Access” in version 14.3 maintenance screen.  Menu items are categorized a either “General” types or “Reporting” types. 

For a General (white) type, the “Required Level” assigned controls whether a user at a certain “General Level” can use the command.  For example, the “Edit Listing” command is set to a level of 4. This means that a user would need to have a General access level of 0 through 4 to use the Edit Listing command. If the user’s General Level was set to 5 through 9, they would not be able to use the command.

For a Reporting (blue) type, the “Required Level” assigned controls whether a user is allowed to run the report. Above, the “Detail Check Register” required level is set to 3. This means that a user would need a Reporting Level assignment of 1 to 3 to be able to run this report.  Users with Report level assignments of 4 or higher would restricted from the report.

A number of improvements have been made for the Setup Menu Access function. As illustrated above, to help locate a menu option quickly, a search word can be entered at the top of the screen.

Further, to help review the settings, the two columns can be sorted buy clicking on the column header. Above sorts the menu items by Required Level.

FOS New Listing View Command Allows More User Access.

In many companies access to the Front Office System can be helpful to call coordinator staff, duty desk agents, and administrative assistants who might be recording appointments or viewing listing information. However, other staff members maintain or import the listing information and wish to restrict other users from making changes to the listing data.

With the version 14.3 update a new command, “View Listing”, has been added which will allow users to view all of the listing information to assist sales efforts but will restrict the user from making changes to the listings. 

Above, example of viewing a listing. All items are displayed only and cannot be changed. This means that certain users can now view listings and be restricted from Edit listings.

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