Chris Horroll
Articles
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Adding A New Person (Live Web)
Go to Person> New Person Add the Title, Forename and Surname. You have the sections for the address, telephone number and email address. On the right hand side there are different dropdowns for t...
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Printing A Window Card Or Full Details For A Lettings 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 Output. Change Media to Print. Change...
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Making A Rental Property Low Profile
Go to 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 set as Low Profile. Tick Low Profile. Click o...
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Adding A Tenant To A Sale Property
Go to Property>Find Property, enter any part of the address and click on Search. Click on the Agency info tab. Go to the Tenant heading in the right hand column To add a person who is not already ...
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Adding Guarantor Mergefields In A Letter
Guarantor Mergefields.pdf On the letter click Insert Mergefield which is at the top of the screen. Then type in GU. This will bring up all of the mergefields which begin with GU. Select the requi...
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Rejecting An Offer (From Follow Up)
Go to Follow Up>Follow Up. Tick Display Offers to Follow up From the list, double-click on the relevant offer. Click on Reject offer. Enter notes. Click Save.
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Marking A Rental Property As Vacant
Go to 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 mark as vacant. Tick Property Vacant. Click o...
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How Do I Make An Offer From A Viewing?
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 relevant property. Click on the Viewings tab, double-clic...
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Creating and Searching For People
This User Guide covers how to add a new Person and how to find a Person to the system. Go to Main Menu>Person> Add New Person. Enter the name of the person, their address, telephone number and th...
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Self Serve Web Page For Contacts
There is now a Self Serve Webpage which Contacts can change their Consent Preferences. All Client Contact emails will automatically be appended with a link below the footer that the Client can use ...