Chris Horroll
Articles
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Exporting A Report
Go to Reports, Reports. From the dropdown of reports, select the relevant report and click on Run. Click on Export. The information will be exported to an Excel file. Please note that Excel must b...
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Emailing A Brochure or Browse Sheet To A Person
Go to Main Menu>Property>Find Property, enter any part of the address and click on Search. Click on Output. Select Email from the Media dropdown. Make a selection from the Type dropdown Then eith...
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Complete A Sale On A Property
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>Sale Progression>Complete. Enter ...
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Changing The Branch or Negotiator (Diary)
Go to Diary>Diary. Click on the Office dropdown or the User dropdown. Click on an office or user.
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Matching All Properties To All Applicants
Go to Action>Match. Click on Start match. Click on Action. Click on the relevant option. Among these are the options to send an email with property details or to print property information.
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How Do I Change The Default Delays For Portals?
This was introduced some while back and allows agents to provide information to their own website or specific portals at different times after a property is first made available. NOTE: You will nee...
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How Can I Show Repossession Properties As Fully Available On The Internet Until Exchange?
Many companies that deal with repossessions insist that the property is kept fully available until exchange. How can I set up my system to do this? NOTE: You will need access to System and Configur...
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Searching For A Person Or Contact By Email Address, Telephone Number Or Name
From the main menu, click on Action, Name Search. Enter the person’s name, any part of their email address or any part of their telephone number in the relevant field. Click on Search. From the li...
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Amend A Contact
Go to Main Menu>Contact>Find Contact, enter any part of the contact’s name or address and click on Search. From the list of contacts, double-click on the relevant contact. Amend the record. Click o...
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Updating Requirements (Live Web)
Go to Requirements If there is not a profile already set up click Add Profile Add in the Profile Name, Price From, Price Upto, Max & Min Beds. Then select the property types and the areas the pers...