How To Change Dashboard Using View Function

You may have the need change the Land Records Dashboard fields display to provide additional fields for reference.  In the event the Dashboard display is showing too many fields, you may feel the need to reduce the number of fields being displayed for readability.

The following instructions can be executed to either add additional fields or reduce the number of fields in the Dashboard display based on your level of comfort.

Step 1) Display Dashboard Fields In Land Deals Area

Access the Land Deals area to display the Dashboard Fields to determine specific fields you may want to add or eliminate from the display as shown: 

Step 2) Access The View Function To Display Dashboard Fields

Access the ‘View’ Function to display existing Dashboard fields list for selection order and subsequent display as shown:

Step 3) Display Fields For Selection And DE-Selection

Once access the ‘View’ Function, the system will display the existing fields being displayed; as well as, the fields which are NOT currently being displayed on your Dashboard.

Note: Fields that are selected with a blue check should correspond with fields displayed on your Dashboard as shown: 

Fields Currently Displayed On Dashboard
Fields NOT Currently Displayed On Dashboard

Step 4) Select Any Un-checked Field To Display On Dashboard

Select any specific field for display on your Dashboard that is NOT currently checked!

Example: For illustration we have selected, (checked) the ‘Offer Amount‘ field to be displayed on our Dashboard as shown:

Step 5) Press Blue SAVE Button To Process Field Selection

Press the blue Save button to process the fields that have been either checked or un-checked for display on your Dashboard as shown:

Step 6) System Displays Updated Dashboard Fields

Based on selected or de-selected fields Investment Dominator will now show fields on your Dashboard as shown:

Note: In our example, we selected the ‘Offer Amount’ field to be added to our Dashboard display.

How To Obtain A Street View Of A Property Using Google Maps

In many instances there may be a need to obtain street view shots of specific properties for either reference or marketing purposes on listings.  

One way to obtain street views of property or even create short video presentations of properties being sold can be achieved by using Google Maps.com and executing the following instructions.

Note: The following instructions work successfully on standard computer equipment such as desk top and lap top computers and may operate a bit differently using Chrome Books and/or Mac hardware.

Step 1) Access Google Maps To Enter Property Address Or Location

Access Google Maps by entering – ‘https://www.google.com/maps’  in the address bar of any browser. 

Once Google Maps has been accessed successfully a screen similar to the following will be displayed as shown:

Step 2) Enter Property Address, Latitude/ Longitude Coordinates Or Location Information

Either of the following types of search criteria can be entered into Google Maps to locate a specific property for display:

      • Property Address: Example – 1911 Xelda Avenue North, Lehigh Acres, FL
      • Latitude/ Longitude Coordinates: Example – 26.632217, -81.696555
      • Location: Example – Grand Canyon National Park Arizona

For this illustration we will use a specific Property Address.  Enter the Property Address in the ‘Search Google Maps’ box as shown:

Note: If a valid Property Address, Latitude/ Longitude Coordinates or Location is entered, Google Maps will process the entry immediately and migrate to that specific location. This will be noted by the RED Balloon highlighting the specific address found by Google Maps.

Step 2) Select The Satellite Display Of The Entry

Select the Satellite version display of the specific address, latitude/ longitude coordinates or location as shown:

Once the Satellite view of the specific address or location is displayed, the RED Balloon will still be seen highlighting the specific address or location as shown: 

Step 3) Zoom In On Image And Select ‘Google Man’ For Street View

It is often necessary to ‘Zoom In‘ on the Satellite view in order to successfully see the street view of property prior to selecting the ‘Google Man’.  Use the ‘Zoom In‘ / ‘Zoom Out‘ feature as shown:

Once zoomed in, select the ‘Google Man‘ by left-clicking and dragging to the specific location to start the Street View display as shown:

Step 4) Drag And Drop ‘Google Man’ At Location For Street View

Drag and drop the ‘Google Man’ to the specific location where you wish to obtain the street view. Left-click and drag the ‘Google Man’ to the specific location and simply release the left-click to DROP the ‘Google Man’! 

Important #1:  After selecting, (left-clicking) and dragging the ‘Google Man’, if the streets at or near the address and/or latitude / longitude locations DO NOT turn blue, this indicates that a Google Car has never driven down that street; therefore, NO street views can be obtained!

Important #2: After selecting, (left-clicking) and dragging the ‘Google Man’, if the streets turn blue; but, after releasing the ‘Google Man’ the image does NOT successfully show the street view, you may need to ‘Zoom In’ a bit closer to actually show the street view!

A street view can be successfully obtained if you see an image similar to the following:

Step 5) Once Street View Is Shown Move Around The Immediate Area

The Street View should display as follows at the selected location where the ‘Google Man’ was dropped as shown:

Once the Street View is successfully displayed, you can move around and view the immediate area by holding down the Cntrl-Key on a standard keyboard and Left-Clicking and holding down the left-click on the computer mouse simultaneously to move around the area.

Locate the Cntrl-Key and Left-Click on mouse as shown:

How To Customize Buying and Selling Site Text Display

On both the Buying and Selling Sites provided in the Investment Dominator system, there is existing default text serving as an introduction to that specific website. You can modify and design your own version of this textual information to convey any messages you deem appropriate.

To customize either of the initial Buying or Selling Site text displayed, this is accomplished by entry of data into the [Buying Site Homepage Text] field.

Changing your Buying Site text display is easy to do, simply go to ‘Customize> Website Settings – Buying> Access Buying Site Homepage Text:‘ field.

Note: Changing your Selling Site text requires you go to ‘Customize> Website Settings – Selling> Access Selling Site Homepage Text:‘ field

Scroll down to [Buying Site Homepage Text] field and enter any text you want to appear when Buying Site Homepage initially displays.

Note: Any text or images found in the [Buying Site Homepage Text] field will automatically prevent Investment Dominator from the displaying the default built-in site text.

Once text has been entered into the [Buying Site Homepage Text] field, Scroll down to the end of the page and click the blue ‘Update Site‘ button to save the changes.

To view the changes click ‘Websites> Buying Site‘:

Your Buying or Selling Site with your new changes will be displayed on a browser tab.

How To Edit/Delete Tags In BULK

Tags are used to index Land, House and/or Contact records in Investment Dominator; as well as, to group certain records for future reference. This article will focus primarily on editing or the deletion of existing tags assigned to multiple records in the CRM in a bulk manner.

Note: There is an existing article detailing how Tags and the Tagging Records process works in detail entitled, How Tags and Tagging Records Work In The Investment Dominator CRM.

Create a Tag

To create a tag in the CRM select ‘Customize > Tags > Add Tag button as shown…

Next, enter the new Tag Name and select the blue ‘Add‘ button as shown…

Note: In this example, the Tag will be used to tag land records on initial offers to search for the mailing of 2nd Offers in the near future.

Tag Records

To tag land records go to the ‘Land Deals’ tab and select the records for tagging, then select the ‘Tag’ function as shown….

Select the newly created tag from the drop-down list of tags to be assigned to the previously selected land records and press the blue ‘Confirm Tag‘ button as shown…

Note: This same methodology applies to the tagging of both House and Contact records in Investment Dominator.

System should display Records(s) successfully update message should display!

Editing/Deleting Tags In BULK

To edit/delete a tag in the CRM select ‘Customize > Tags > Scroll or PAGE to the specific TAG for editing or deletion.

Select the ‘Edit’ function to EDIT or DELETE the selected Tag as shown…

Note: The last created TAG will appear on the very end of the previously created tags list.

To Edit the existing TAG make any appropriate changes to the tag and press ‘Save’ function.

To Delete the existing TAG press the ‘Delete’ function.

NOTE: Editing or deleting the tag will remove any reference to the tag in any records in the system even if records were indexed using that tag.

Search By… Tag Option

You can now search all land records by the newly modified tag using the ‘Search By’ function and selecting the ‘Tag’ option. Select the specific tag to filter by and select the blue ‘Search’ button…

Searching by the selected Tag will return all records where this tag, (or modified tag) is now assigned.

If the specific tag was deleted from the system, the tag will NOT be available in the drop-down tags list for selection.

Data Table and Custom Column View

Under the ‘Land Deals‘, ‘House Deals‘, and ‘Buyers List‘ tabs there is a data table that displays the records under that section. Because of screen space, we do not display all columns of information for each record; instead we only display a small portion of the record data as a preview and to get the complete set of data on that particular record click the ‘Edit‘ option next to the record to open it and access all the fields of information.

How To Change The Default Column View of The Overview Table

To customize what columns of data to display on the data table click the ‘View‘ option at the top of the data table.

Select the columns that you would like to display on the data table and then click the ‘Save‘ button to save the change.

How To Reset The Column View Back To The Default View

To reset the column view back to the original recommended view, click the ‘View‘ option to load the Custom Columns settings then click the ‘Reset To Default‘ button.