In the Investment Dominator once a new team member has been created you may have the need to search the entire activity log for a specific user using the ‘Search By’ functionality. This functionality is not as simple as it may appear when attempting to search based on what displays in the User field of the activity log display.
The following set of instructions will detail the steps needed to successfully search and display a specific user’s most recent activity.
Step 1) Access The Activity Log Function
To access the Investment Dominator Activity Log, select ‘Team > Activity Log’ as shown:
Step 2) Search By Specific User
Once the Activity Log is displayed access the ‘Search By‘ function and select the ‘User‘ designation from the drop-down menu as shown:
Step 3) Determine The Specific User Name For Search Criteria Box
Once the User criteria box is displayed you must determine the specific portion of the User name to enter into the search box.
Important Insight: It may appear you can enter both names as they appear in the User category, such as ‘Jack Bosch’; however such is NOT the case. Internally, the system is looking for either Jack or Bosch as an entry in the User search box. Entering both names will result in [Currently no activity meet this criteria] message!
Enter a specific name as shown to successfully process the user selection criteria:
Step 4) Press The Blue Search Button To Process Search Function
Press the associated blue ‘Search’ button for the system to process and display all activity for a specific user as shown:
If you are using PAT Live as a call center, you may need to provide their representatives access into your Investment Dominator account as they receive calls from prospective sellers. The following illustrates how to complete this process.
Step 1) – Create New Rep User For PAT Live
Navigate to ‘Team> Add User‘.
Step 2) – Enter Required Fields For User
From the ‘Add User’ screen enter in all REQUIRED fields as shown in the screenshot below to create a new PAT Live user.
Note: For each PAT Live Representative added use a different Rep# and for simplicity, set a simple username and password for them to use.
Step 3) – Set Field Restrictions For PAT Live User
Set the following restrictive fields YES or NO as follows for each PAT Live Representative:
- Allow Delete Property: No
- Allow Merge Property: No
- Allow Edit Property: Yes
- Allow Delete Contact: No
- Allow Edit Contact: Yes
- Allow Generate Letter: No
- Allow Generate Offer: No
- Allow Generate Label: No
- Allow Delete Attachment: No
- Allow Generate API: No
- Allow Edit Menu: No
- Allow Edit Custom Pages: No
- Allow Delete Custom Pages: No
- View Financial Reports: No
- View Notes: No
- Allow Add Note: No
- Allow Edit Note: No
- Allow Delete Note: No
- View Seller Information: No
Click the blue ‘Finish Add User‘ button to save and create the new PAT Live user into the system.
Step 4) – Send Access URL, Username and Password to PAT Live for access
Send the appropriate Access URL and login credentials, (Username/Password) to PAT@Patlive.com with your associated Name and Account #, along with other instructions regarding their access into your account.
Note: All users that you create under the ‘Team‘ tab including the PAT Live user will log in to the system using the exact same URL as you do. They will just use their own username and password that you created in the above steps.