Detail Boxes: How to Customize the Information you Track

Nekst is designed for users to manage properties and processes that fall under 5 different categories. We call these 5 categories, "Types":
Listings
Pending Buyers
Pending Sellers
Pending Dual
Other (Processes)

For each Type, you typically want to track different information. For Listings, you don't need to track pending details since you are not under contract. For Pending Buyers, you don't need to track listing details. And for Other processes, like Agent Onboarding or Marketing processes, you don't need to track any transaction information.

Because every market and every user is different, we created Detail Boxes to let any user track whatever they want.

How To Create A Detail Box

Creating, editing and removing boxes is simple. We provide a list of default Detail Boxes for each Type for users to build from. By going to "Settings" -> "Property Details Setup", you will access the Settings page where you can Add/Hide and Rename Detail Boxes.








For each box you create, you can choose the format of the box to contain one of the following:
Text - use this for names and written details/descriptions
Dates - you can only insert a calendar date
Currency - you can only input numbers, ideal for managing commission, lockbox combos, sale prices, splits, etc

You can also drag each Detail Box on this page to create the ideal order for how you would like this information to appear.

Accessing the Detail Boxes per Property

You can access your Detail Boxes by going to the individual property page -> Open... (Details)




From here, you can click the "Edit" button at the top to manually enter information into any of these fields.

Auto-populating Information into Detail Boxes

Detail Boxes that use a "Date" are special, because a user can link a task directly to the Detail Box from the "Plans" page, where you create your Checklist Templates. When you create an action plan, you must associate the plan with a "Type". In doing so, the Detail Boxes that use the Date format will show in the dropdown for any Standard or Dependent-Standard Task



It is recommended that any important date that you want to track has a standard task created for it and it is linked to the Detail Box.

As you begin to link tasks, they will disappear from the dropdown because each Detail Box can only be linked to 1 task. A box that summarizes all of the Linked Tasks will be displayed on the right side of your action plan for added visibility.




Once an Action Plan is launched using Linked Tasks, the dates will auto-populate on the Details Page with chainlink icons. These dates can only be changed by manually changing the due date for the task.

Using Detail Boxes as Smart Tags

Any Detail Box you create can now be used as a Smart Tag, to autopopulate information in your Email and SMS tasks. In the body of your message, simply type a hashtag (#) followed by the name of the box.

FAQ

Can I link an Email or SMS task to a Detail Box?
Not at this time. However, you can create a standard task to represent the Important Date and a Dependent Email or Dependent SMS Task to represent the communication component.

If I create a new Detail Box, will my existing properties be updated with the new box?
Yes! The box will appear. However, any linked tasks that are created in the Plans page will not automatically be applied to all existing or previous properties.

What happens if I delete a Detail Box after I create it?
If you have any properties actively using the Detail Box, you will be given a Warning message before deleting the box. This will not remove the linked task.



Why can't I delete some of the Detail Boxes from the list?
There are some boxes that we require for the Properties page and for Commission tracking.

Updated on: 05/19/2023