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Article ID:                  4135

Subject:                    Entering a Showing Record and Updating Co-op Agent Information

Last Modified:         November 20, 2013


Applies to:                Pro Gold i2 3.xx


Purpose   A showing record is entered under the Work with Properties icon on the Properties Tab. Showings are entered by property and found in the Showings Tab of each property.  You can manage/change co-op agent's information (if the office they are currently in is Active) w/o interfering with the MLS import's control, by editing the co-op agent’s information on the showing entry screen.  You can either update the agent’s information as you enter each showing event or if you have a list of agents to update open the showing entry screen and update the agents through the Agent Name field.  


Procedure:  Actions required to enter a showing record and update co-op agent information:


         At Main Menu, Select the Transactions option

-     Select Work with Properties icon

-     Use the Find button to retrieve the desired property record

-     Select Showings Tab of the property record to open the showings area

-     Click New Showing button at the bottom of the screen to open the Add Showing screen

-     Enter the showing details in the blank fields:


     Double click in Agent Name field to search for and retrieve the desired agent:


§         If the agent is not in the list, select the New Agent button in the upper right corner of the search window to add the agent


§         If agent is in the list, retrieve the record and verify the information


o       Note 1Click Pencil icon to edit and update agent information

o       Note 2:  Close the screen if you are only updating agent info 


    Showing Agent, Showing Company, Date, From, and To are all required


     Double-click in the Date, From, or To fields to access a tool for entering in the data


     Select event Status


     Click the Save Showing button in the lower right corner of the Add Showing screen to enter

                            and save the showing record


     The book icon allows notes to be entered on the showing


     Notes are viewable by the seller on


     If you have, be sure an email address is entered for the showing agent so

                            that a feedback survey will be emailed automatically after the showing occurs


     For those companies with, click the Sync button in the upper right area to

     immediately send the new showing information to


    Can us the Copy Showing button (cursor must be in a field of the showing event to be copied)

     to search and retrieve another listing and the Paste Showing button to enter identical event in a

    different listing

    Showing instructions will be displayed at the bottom of the showings tab (Note: They are

     entered via notes field in the properties tab of the property record)


References:   Below is a link you can use to access Enhancement HelpNet Center resources, which includes the Knowledge Base Article (KBA) Library, Pro Gold i2 Documentation, and Training Webcasts:



          The Enhancement HelpNet links are located on the right side of the web page.


Related articles:  N/A


Keywords:  Appointment, Co-op Agent, Entry, Feedback, Showing Agent, Showings Record, 4135

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