Chris Horroll
Articles
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Billing enquiries
Please use this request form to query anything on your Live invoices and account. Please complete the form providing as much detail as possible.
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Changing a Record Type
This User Guide covers how to change a record type for a person on the system. Go to the Person and click on the drop down list which says Record Type . Change the Record type to your choice. Save...
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Sending An Email To A Person
Go to Main Menu>Person>Find person, enter any part of the person’s name or address and click on Search. From the list, double-click on the person to open their person record. Click on Event, Email....
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Sending Information Via SMS
Question: How Will I Know If I Am Sending A SMS To A Contact Correctly? Solution: When you select the SMS option you will see the consent status for Property Matching and General Marketing for all ...
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Add An EPC To A Property
Go to Property and find the property. Click the EPC tab Choose the create EPC button and enter the ratings in the boxes. You can add figures into the Energy efficiency and Environmental impact box...
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Creating And Sending Adverts
From the main menu, click on Adverts, Layout. Select the date, publication and stencil from the dropdowns. Select the group of properties you wish to advertise from the Source dropdown. Click and ...
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I Have Images Missing On The Web, What Can I Do To Resolve This?
Go to Property> Find Property, enter the address and click Search. Next to the images there is a Scroll Bar, Double Click. The images should appear in the LAN and WAN colums. There should also be ...
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Importing The Leads
Go to Actions>Import Portal Leads Click Get Leads There will then be a list of people who have sent you leads appear. You will see their name, their address and also their status. - Means that th...
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Ordering A Group Of Boards
From the main menu, click on Follow Up, Board Management. Select the properties you wish to order boards for. Click on Order Batch. Add text to this email if there are any specific requirements. ...
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Create A Group Of People
Go to Person> Create A Group Of People Select the criteria for the group of people. For example the group created is Applicants who have had no viewings in a certain timescale. Click Save and giv...