In order to be able to keep track on which owner(s) still need to update their data, you can use the Seller validation report.
Go to Agency > Seller validation.
Please note:
An owner needs to have had something selected in Agency > Edit owner > section Seller information > DAC7 categrory at least once in order for this owner to be showing in this report.
Even when the entry is later on delete again (set to Select).
There are different filter options to choose from in order to only show required owners and/or to limit the number of entries that will be shown.
This option allows to search for the name of a specific owner.
Example:
Owner Adam Blake
- Live owners selected
- Only show owners with missing data is toggled On
When the option Only show owners with missing data is now toggled Off, the following result is showing.
The owner(s) will be showing in the list, clearly indicating, if information is missing or not.
Due what happened during testing when toggling on / off, confirm this is working as expected.
This shows only owners that had at least once selected a DAC7 category, even when this was deleted afterwards.
Which have data missing AND fall in the parameter of 3) Show for:
Toggled off all owners are showing that fall into the selection made for 3)
This allows to search for specific owners depending on their status.
Only life owners will be shown. Any archived owners will not be included in the list.
Only archived owners will be shown. Any live owners will not be included in the list.
If you want to check, if there are any owners that have Include not required for DAC7 as their category, you can search for those as well.
The can be useful for e.g. overseas owner.
If you have a large number of properties, it will be advisable to limit the number of properties showing. Otherwise it might take a rather long time, before SuperControl can display all relevant entries.
Adding, amending data in the search results
Please note:
Owners that have had a DAC7 category selected, but had it subsequently deleted again, will still come up in the report, but with the following message:
The first step to remedy the situation would be to select the relevant option in the drop-down menu in the DAC7 category column.
In the above screenshot the Seller information and Bank details are coming up as missing.
Clicking onto the pencil in the Actions column and the entry will expand to show any entered / missing information.
When that has been done all fields for the required information will come up.
Anything has has been filled in already in the past will pull through and show. Any field with missing data will be blank.
Once all missing information has been added, click Save in the bottom right corner.
To close the entry, click onto the upwards arrow.
