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TypeRegister
LocationOperations / Offers
LicenceIncluded in all editions

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An offer can have an optional Valid Until date set which means the offer is only being made until a certain date. Adding location data is helpful in trying to match closer temporary accommodation for families and animals.

This datagrid view below gives an overview of the management of the active offers. Counters indicate how many active offers have been assigned to the different positions as well as the tag counters, to help you quickly find offers that match your need, such as "Cat accommodation"

The Offers register is located under Operations > Offers in the menu.  As with any register, it will only appear when enabled within the current event.

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  1. From any screen, press New Offer
  2. Specify the offerer
    1. If you know the offerer (for example, you are entering the offerer from a phone call), then select An offerer has been specified and then search or enter the offerer details.If you are the offerer, select "I am the offerer"are the offerer, select "Use my details as the offerer"
    2. If the offerer is already in the contacts register then you can search for them, this default option of "
      1. If their default contact details are not correct for the current event, you can put them in the records Details section, or you can edit the contact record after saving the Information record to have them updated permanently
    3. Or you can add a new contact by selecting "Add a new contact"
      1. Adding a new contact adds them as a new contact record in the current event, so don't worry about using fake names during a training event.
      2. If the new contact is one you would like to keep in your contacts system after this current event, you can move them into a global workspace after the offer record has been created together with the offer record after saving.
  3. Specify the offer particulars by entering a subjectdetails and attachments just like you may write an email
  4. Enter a location
    1. You can search by Property, by Point Of Interest, or by any other configured asset class. When a property is selected, it will appear on the map.
    2. You can also annotate the map to add points, a polygon or a line-string to provide more context to the offer.
  5. Set the priority field if the offer is high priority.
  6. Set the Valid Until date for the offer
  7. Save the offer

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