Chris Horroll
Articles
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My Postcode Software Is Not Working Correctly, Why Is This?
With the recent change to the post code software and license is now assigned per user. If someone has been allocated a license in error this can be changed for the correct user to pick up. Go to Sy...
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Add A New User To The Diary
Go to System>Users Choose New and fill in the new user details Choose the access Permissions for the user and Save the record Adding a new user will add the user to the diary so they can be selected
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Changing The Email SMTP Settings For The Office
NOTE: You will need access to System and Configuration to make changes. Your ISP or hardware company should be able to supply you with these settings Go to System and Configuration In the Configura...
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How Do I Set Up Brief Your Market?
In the first instance you would need to speak to Brief Your Market. Once they have set up your account their technical team will contact Property Software Group for us to set this up for Live. We w...
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Adding Floorplans
Go to Main Menu>Property>Find Property, enter any part of the address and click on Search. Click the Floorplans tab. Click on Manage floorplans, Navigate to where the image is stored, select imag...
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Transfer Properties And/Or People From One Negotiator To Another
Make sure that the new negotiator has been added to Users - How To Add A New User To change properties to the new negotiator: Go to Property>Create group of properties and select the negotiator you...
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Add A Lead Source To Live
Go to System>Tools>Category Editor In the drop down box find the Lead Source category If the lead source already exists but is not ticked, tick the box to include it. If the lead source does not ex...
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Finding My Leads After Importing
Once you have imported your leads into Live you need to action them. If you haven't already got a group set up for your leads please do the following. Click Person and then Create A Group Of People...
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Data Portability Request
Go to Person> Find Person Once the person records is open click Event>Data Portability Request It will then bring up the screen to show the Zip File. The filename of the zip is the Reference num...
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Customise Rolling Screens
Right click anywhere on the Rolling Screens display and choose the relevant option from the menu. To Customise the Layout Right click anywhere on the Rolling Screens display and choose Adjust Layo...