Client Log in: Viewing My Enquiry Information

With access permission you are able to log into your Rave Client Portal to view important information relevant to your Enquiry/Project in Rave.

Once you have logged into Rave you will be able to see a number of Tabs across the top of your page:

• Activities – View appointments and activities you have been invited to.
• Mail – View emails relating to your Enquiry or Project.
• Calendar – View your scheduled appointments and events.
• Enquiries – View information about your enquiry before it becomes a project.
• Projects – View information about your project once the sale has been completed and work has begun.

The Projects Tab

Here you can see your projects and their current status. You can view the primary client, branch, project manager, address and lot details. Click View Project to open the project and view the available project information.

When you open a project, you can access the available project information using the tabs at the top of the page:

• Overview – View general project information, including project details, people, activities and project notes.
• Documents – View documents shared with you for the project.
• Albums – View photos and albums shared with you.
• Checklists – View checklists available for the project.
• Mail – View project-related emails available to you.
• The tabs and information available may vary depending on the access provided by your building partner

The Activities Tab

Here you can see upcoming and completed activities and appointments that you have been invited to participate in.

You can view the activity description, type, date and time, location, organiser, participants, and the project or enquiry the activity relates to.

Use the Search and filters to find specific activities, or select Upcoming only to view upcoming activities.

The Enquiries Tab 

With permission from your building partner, you can access your enquiries under the Enquiries tab.

Here you can view your enquiry details, contact information, salesperson and enquiry reference.

• Click the project icon to go directly to the associated project
• Click the enquiry reference to open the enquiry and view more information.

Clicking the Enquiry Reference will open your Enquiry Information. Here you can view your enquiry details, salesperson information, emails and activities. If the enquiry has an associated project, click View Project to access the project.  

Next are your enquiry sub-tabs:

The Details Tab

This tab contains the details recorded against your enquiry, including the enquiry reference, estimated budget and enquiry created date.

It also includes your location information, such as location(s) of interest, location type and land owner, along with important dates such as the expected close date.

The Notes Tab
This tab displays notes relating to your enquiry. You can view notes shared with you by your Building Partner or Sales Team.

• Notes may include additional information or updates about your enquiry.

The Mail Tab

This tab displays emails relating to your enquiry. You can view emails sent to you by your Building Partner or Sales Team, as well as any emails you have sent.

• You can use the Search and Tags options to find specific emails. Click New Mail to create and send a new email.

Creating a New Mail

Click New Mail to create a new email.

• The To and Subject fields are required. You can enter your message in the email body and attach files if needed.
• You can also choose to make the mail Visible to Others, save it as a draft, Schedule Send, or Send the email.

The Documents Tab

• This tab displays files that your Building Partner or Sales Team has uploaded. You can also drag and drop files here to share them with your Building Partner or Sales Team.

The Albums Tab

• This tab stores photos and videos up to 1GB in size. You can upload up to 20 photos or videos at a time into an Album, if you have been given permission to upload. You can also download, print or export items from an Album.
• The Timeline icon lets you search and filter photos and videos by description, album or photo creation date. You can select a specific date range or choose a pre-determined timeframe.
• The Timeline also lets you view your uploads only and toggle between ascending or descending order.
• You can download, export to PDF or delete an image or video from the Timeline.
• You can move or delete Albums. Deleted images and videos are stored in the Trash folder, accessed using the folder icon with an X.

My Activities - Calendar View 

This tab has all the activities in a calendar form or a list form that can be viewed by week, day or month when in the calendar form. 

My Activities / List View