Set Report Status |
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WinTOTAL’s status management tools can be a great way to track your office turnaround times, generate a snapshot of your current workload, and even organize your files. But when you couple WinTOTAL’s status management tools with your XSite, they become a proactive status message tool you can use to keep your clients up to date about the status of their orders without also tying up your time in lengthy phone calls. To use WinTOTAL’s status tools…
- In the Appraisal Desktop, click to select the report you wish to update.
- Depending on your preferred workflow, you then have two options.
- Click the Tracking Status button in the top toolbar
- Click the plus sign beside your selected report to open the Detailed View and then click
the Add New link at the top of the status list.
- When the Add Status window appears, choose the desired status from the drop-down list in the upper, right corner. If none of the provided items seems appropriate, just choose the Message status.
- Type any comments you want to include with the status change in the
Notes box. If you chose either the “Inspection Scheduled” or
“Inspection Complete” items, you can also fill in a specific date.
Note: If you’re using WinTOTAL’s status tools in conjunction with your XSite so that you can benefit from proactive status messages, the Notes field becomes the body of the status notice e-mail. 
- If you’ve integrated with your XSite and you wish to send a notification of this status change to your client, check the Update Client box.
- Then, use the drop-down menus to select a recipient and subject for your message or just type that information yourself.
- Finally, if this is an XSite order, click Send Now to submit your status change immediately or click Send Later to add it the net.X Connect queue of items you’re going to send later. If this is simple a report you’re working up in WinTOTAL and it’s not also on your XSite, click Save.
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