The latest Aligned Showings updates deliver faster scheduling, clearer notifications and enhanced mobile features, empowering agents to work more efficiently and stay connected on the go.
Below is a look at a few of the recent updates in Aligned Showings. View the training video here.
Alerts Display Last Four Weeks, Added Ability to Remove Alerts
Alerts now display only the last four weeks of alerts in descending chronological order. In addition, alerts can now be removed. To clear an alert, select Alerts, select the checkbox next to the alert, then select Clear. All alerts can be cleared by clicking the Select All button and then the Clear button. Alerts are also color-coded to make the alert type easier to see at a glance.
Initiate a Showing in Contacts
Showing requests can now be initiated by selecting the listing on the agent record in Contacts. Select Contacts and search for the listing agent. Select the agent and on the listing, select Add Showing. Then proceed with scheduling the showing.
Pop-Up Warning When Scheduling Showing on Pending Listing
When scheduling a showing for a Pending listing, a pop-up warning now appears to notify the showing agent that the listing accepts only inspections, appraisals and walk-through showing requests.
Reorder Showings Saves Changes
When planning a route, a draft of the route is saved so the user can leave the routes screen and return later to pick up where they left off.
Download Activity Report Changed to Bar Graph
The graph on the activity report has been changed to a bar graph to better illustrate the showing activity. Select My Listings, and then select the Download Activity Report icon for the listing.
New Daily Appointment Summary Report
A new report is available that allows users to view and print a daily appointment summary for any selected date. This is the same information that is emailed in the daily reminder email but with the flexibility of selecting any date. You can access it by going to Reports, Daily Appointment Summary, select the date and the appointment type, and then select Generate Report.
Selectable Comments for Additional Instructions
New selectable common instructions are now available in My Listings, making it faster to enter additional instructions when setting up a listing. Select My Listings, Edit Listing Setup for the listing and, in Additional Instructions, there is a new option. Click the plus button to add commonly used instructions to display the options. The instructions selected will display along with any entered in the Additional Instructions field. Note that these options are only available in the listing setup for each listing and not in Settings.
My Showings Activity Updates
A new buyer dropdown has been added to the My Showings Activity report under the Reports section, along with additional showing details below the graph. This allows showing agents to view their showing activity in the previous three-month period and filter it by buyer.