Chris Horroll
Articles
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How Do I Decide What Is Uploaded To The Internet - Statuses, Descriptions, Lead-ins etc?
NOTE: You will need access to System and Configuration to make changes. 1. Go to System and Configuration 2. In the Configuration window choose Office tab and Portals 3. Choose the Status Upload op...
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Handover of Keys
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, Key hand over. Handed to will s...
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Upload A Sale Property Brochure To The Web
Go to Property, Find Property, enter any part of the address and click on Search. Click on Output. Change Media to Web site, click Submit.
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Upload A Document (Person)
In the Person record, click on Documents, Add Document. Navigate to where the document is stored. Double click on the document and it will appear in the Documents list.
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Changing the Time Blocks on The Diary
Go to Diary> Diary. Click on the Time dropdown. Click on a time block.
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Instructing A Market Appraisal
Instruct a Market Appraisal Go to Property>Find Market Appraisal. Insert any part of the address and adjust the date range. Or Go to Follow Up>Follow Up. Tick Display Market Appraisals to follow up...
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Matching A Group Of Applicants To Sale Properties
Go to Person>Quick people group. Tick the relevant group. Click on Select. Click on Action, Match, Start match. Click on Action. Click on the relevant option. Among these are the options to send ...
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Adding A New Solicitor To Contacts
Go to Contact> New Contact In the Category dropdown list, choose Solicitor Add the name, contact details and any other information Save the changes
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Create A Password For My Login
Go to Main Menu>System>User and click on Change Password at the top of the screen. In the box that appears, leave the Old password field blank. Enter and confirm your new password. Click on Change.
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Customer Testimonials: Peter Alan Estate Agents
LIVE Property Software Case Study: Peter Alan Estate Agents Here's what Cardiff -based agent, Peter Alan Estate Agents have to say about their chosen software.