Chris Horroll
Articles
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Adding Or Change Tenancy Fees On A Lettings Property
From the Property menu find the property to which you want to add tenancy fees to Enter the details in the Fees Summary field Save the record
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Changing The Office For A User
Go to System>Users Choose the user who has moved office Choose the new office from the Office drop down menu Save the record NOTE: Users who work from multiple offices sometimes set up multiple ins...
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Opening A Rental Progression
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 amend. Click on Event, Rental progression. Or...
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Add Owning Branch Mergefields In A Letter
Owning Branch Mergefields.pdf On the letter click Insert Mergefield which is at the top of the screen. Then type in PROPOFFICE. This will bring up all of the mergefields which begin with PROPOFFIC...
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Rejecting An Offer (From Property)
Go to Property>Find Property, enter any part of the property address and click on Search. Click on Event>Offer follow up. From the list, double-click on the relevant offer. Click on Reject offer....
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How Do I Confirm A Viewing?
Go to Main Menu>Diary> Diary. Navigate to the day of the viewing, double click on the viewing. Tick the ‘C’ on the property and person. Click Save. Or Go to Main Menu>Property>Find Property, enter ...
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Booking A Market Appraisal
This User Guide covers how to create a Market Appraisal on the system. Go to Person>Find Person Once in the person record, click Event>Market Appraisal The Market Appraisal screen will appear f...
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Grouping Your Contacts (GDPR Consent Features)
Question: How Do I Group My Contacts To See Who Has or Hasn't Got Consent? Solution: Go to Person> Create A Group Of People From the General Tab tick Applicants, Vendors, Landlords & Tenants. (You...
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How Do I Set The Exporter To Run Automatically?
Question: How do I set up the exporter to run automatically? Once set to run automatically uploads to the internet will happen on a regular schedule of your choice and make sure that changes are fo...
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Adding A Custom Brochure To A Property
From the Property menu, find the property to which you want to add the brochure to Click Details Choose Select bespoke PDF brochure Find the brochure on your machine, select the file and click Ye...