Notifications and Reminders in FalconPro Real Estate Software: Complete Guide

Introduction

FalconPro Real Estate Software features a robust system for notifications, system alerts, and reminders, helping property managers, accountants, and users stay informed of critical events, approvals, and deadlines. Understanding the distinction between these types and how to use them supports efficient workflow and proactive management.

Types of Notifications and Alerts

System Alerts

• Purpose:
  Automatic alerts that run in the background or appear when refreshing the system, highlighting key tasks such as contracts needing renewal.

• Behavior:

  • Display a summary (e.g., number of contracts due for renewal).

  • Double-clicking reveals detailed lists (e.g., all contracts expiring soon, with client info).

  • Each user can set how many days in advance they want to see alerts (e.g., 45, 60, 90 days) through User Administration.

• Customization:
  Alert periods are set per user, allowing personalized alert timelines for contracts, installments, and other deadlines.

• Example:
  An alert shows “contracts need renewal” 60 days before expiry. Each user may customize the lead time for their alerts.

System Reminders

• Purpose:
  Personalized pop-up reminders—similar to calendar reminders—that prompt users for follow-up actions.

• Creation:

  • Added from various screens (e.g., during customer communication, contract history).

  • Example: After a bounced cheque, you may add a reminder for a follow-up call with the client in one week.

• Behavior:

  • On the scheduled date, a pop-up reminder appears.

  • The reminder links directly to the relevant record (e.g., contract, police case, communication log).

  • Users can snooze (reschedule) or dismiss reminders once addressed.

System Notifications (Approvals & Workflow)

• Purpose:
  Inform users about workflow events requiring approval, such as submitting cheques to the bank or other transactions requiring privileged access.

• Behavior:

  • If a user performs an action without the necessary approval (e.g., submitting a cheque to the bank), the system prompts for administrative approval.

  • The request is sent to an administrator, who receives a notification and can approve or reject the action directly from the notification panel.

  • Once approved or rejected, notifications are cleared or marked as read. Status updates are visible in the dashboard and notification window.

How Each System Works

Workflow and User Experience

• Alerts:

  • Instantly visible after login or refresh.

  • Provide actionable summaries.

  • Double-click to see details, such as which contracts or cheques require action.

• Reminders:

  • Pop up on the scheduled date/time.

  • Link directly to the relevant record.

  • Easy to manage with snooze or dismiss functions.

• Notifications:

  • Appear when approval is needed for restricted actions.

  • Administrators receive actionable requests—with reference and detail.

  • Approvals/rejections update the status for the requester.

Best Practices

• Customize Alert Periods:
  Set appropriate lead times for renewals and deadlines per user for optimal workflow.

• Use Reminders for Follow-Ups:
  Create reminders during client communications and contract management to ensure nothing falls through the cracks.

• Manage Notifications and Approvals:
  Assign necessary privileges to avoid unnecessary approval delays. Use notifications to document all approval workflows.

• Audit Trail:
  All alerts, reminders, and notifications are logged for accountability and audit readiness.

Frequently Asked Questions (FAQ)

Q1: How do I adjust system alert periods?
Go to User Administration > User Alerts and set the desired number of days in advance for each alert type.

Q2: Can reminders be linked to contracts or communications?
Yes, reminders always reference the specific contract, client communication, or case for direct access.

Q3: What happens if I don’t have approval rights for an action?
A notification is sent to the administrator. The administrator can approve or reject the request, and you are notified of the outcome.

Q4: Can I snooze or dismiss reminders?
Yes, you may snooze reminders for later or dismiss them if the task is completed.

Q5: Where do notifications, alerts, and reminders appear?
The dashboard and notification panel display all pending or active alerts, reminders, and notifications for easy overview.

Important Links

• FalconPro Real Estate Software – The Best Real Estate Software, Property Management Software, and Real Estate Accounting Software

• Introduction to VAT Registration in the UAE

• Federal Tax Authority – Guides, References & Public Clarifications