Chris Horroll
Articles
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Add/Remove Room Information
Go to Main Menu>Property>Find Property, enter any part of the address and click on Search. From the list of properties, double-click on the property you wish to add this information to. Click on th...
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Finding My Leads
Go to Action> Import Portal Leads It will then bring up the Import Leads. Click Get Leads
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Subject Access Request
Go to Person> Find Person Once the person records is open click Event>Subject Access Request It will then bring up the screen to allow you to Print the information. If you wish to print this tho...
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Post Training Feedback
If you have received a recent migration and/or onsite training from one of our Trainers, please do take the time to fill in the post Migration and/or Onsite Training survey (or by clicking HERE) to...
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Change A List Of Reports
Go to Reports, Reports. Click on Visibility. To remove a report from your list, untick the Visible box against that report. To move a report to the top of the list, tick the Favorites box against ...
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Changing A Board When A Property Status Has Changed
Go to Property>Find Property. Click on Event, Board Change. Select the appropriate board from the Board required dropdown. Select the board contractor form the Contractor dropdown Enter notes if ne...
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Creating A Group Of Properties
Go to Properties> Create A Group Of Properties You can use the boxes to filter the properties to create your specific group. For Example, If you needed a group of all of the Available Sale Propert...
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Matching A Group Of Properties To A Group Of Applicants
Go to Action> Match. On the Property line, click on Quick, tick the relevant group or properties and click on Select. On the Person line, click on Quick, tick the relevant group of applicants and c...
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Sending An Internal Message
Go to Messaging>Send Message Click on the Send to dropdown and select the recipient’s name. Insert a subject and your message. Click on Send. You can delay sending the message by using the Hold Un...
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Payment Of Account
Go to Property>Find Property, enter any part of the address and click on Search. From the list of properties, double-click on the relevant property. Click on Event, Account Payment. Enter the amou...