Agent Walkthrough
Version 8.0
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Patchwork
A walkthrough guide
This document takes you through the key
components of the Patchwork system.
There are a number of different terms used in
this document to define types of people who
use or are involved in the patchwork system.
Agency An organisation who an Agent works for
Agent A person who is responsible for working
with clients
Client A person whose information is recorded in
the Patchwork system and to whose profile
agents are attached
Patchwork walkthrough document - Version 3 - September 2013
Landing Page and Sign in
Welcome to Patchwork
On the landing page, visitors can read
introductory information about Patchwork.
Agents can access sign in here.
If you don’t have a log in - email your systems
administrator on their Patchwork email.
e.g. [email protected] to join
Patchwork.
If you lose your password or can’t access your
account use the links below for help.
Patchwork walkthrough document May 2016 - Version 8
Global Search
Find People
Search for Agents, Agencies, Clients by name
or keywords.
The search bar is on the Dashboard and sits
in the header so you can access it from any
part of the app.
Patchwork walkthrough document May 2016 - Version 8
Search Results
Contact or Connect
Your search results will show Clients matching
your keywords (with any matching clients you
are already connected to at the top).
By clicking on the headings on the right you can
display any search matches on Agents
and Agencies.
Contact:
Phone numbers will be displayed for Clients
you are connected to and for Agents and
Agencies so you can get in touch quickly.
Clicking on any Agent or Agency will bring up
their profile page with full details, a
description and their email address.
Connect (Join Team):
To see more details about a client, such as their
contact details or the team working with them,
you need to connect. Click the ‘Join team’ button
for that client, you will be taken to the
team page for that client.
Patchwork walkthrough document May 2016 - Version 8
Your Clients
Clients list
The Clients page displays a list of all your
clients and a summary of their team’s activity.
To view a client’s team, click on their name.
Using the filters on the left you can
order your Clients by:
•
•
•
•
Attentions
First Name
Last Name
Last Activity
Find a new client by clicking Find A New
Client on the top right.
You will be taken to a page where you can
search for your client by name, if none of the
results match you will be able to add a new
client to Patchwork in a form beneath the results.
Patchwork walkthrough document May 2016 - Version 8
Finding a new client
Features of the Team Page
By clicking on a name in your client list or
when connecting to a new client through
search results you will be taken to their
Team Page.
Here you can:
•
•
•
Add agents you know to the team
Leave the team
Raise attention on this client for the
other agents to see
When an attention has been raised on a client
it will be displayed in the attentions box.
Patchwork walkthrough document May 2016 - Version 8
Agents
Agent Directory
By clicking Agents you can view a directory
of all Agents using Patchwork in your area.
If you want to find a specific agent you can
use the search functionality.
You can search for an agent by name,
or filter the agents by agency using the
dropdown menu, or a combination of both.
To invite a new agent to Patchwork click
Invite A New Agent. Choose the agency they
work for and add their details. They will then
be sent an invite email.
Patchwork walkthrough document May 2016 - Version 8
Agencies
Agency Directory
When you click Agencies at the top of the
page you will be taken to a list of all the
agencies using Patchwork in your area and
their contact details
By clicking on an agency name you will see a
longer description and a list of the individual
agents working for that agency. You can edit
the details here.
If the agency is not listed you can request
for them to be added by clicking
Request to add agency.
Patchwork walkthrough document May 2016 - Version 8
Dashboard
Features of the Dashboard
The dashboard acts as your “homepage” in
Patchwork. It helps keep you up to date with
what’s been happening through:
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•
Clients’ activity: Displays clients that have
been added or removed, agencies that
have added or removed, information
edited by another agent and attentions
raised on your clients by other agents
•
Find out about new features that have
been added to Patchwork
•
Update your own profile.
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