Chris Horroll
Articles
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Changing A Contacts Consent
Go to Person> Preferences From this screen you will see the current consent, denied and not asked actions for the Person. To change these, select either the Permission Granted or Permission Declin...
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How Do I Force A Property To Upload To The Internet?
Question: How do I force a property to upload to the internet? Solution: There is a general article with links to many of the questions we are asked about aspects of uploading properties to the web...
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Add A Virtual Tour To A Lettings Property
Up to three Virtual Tours can be added to a property and they must be hosted somewhere on the internet From the Property menu find the property to which you want to add a Virtual Tour. Choose the ...
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Printing The Diary
Go to Diary>Diary. Click on Output. Change the name of the person whose diary you want to print or change to All for the branch. Click on Submit.
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Changing The Price Of A Property
Go to Property>Find Property, enter any part of the address and click on Search. Click on Event, Price change Enter the new price and notes. Click on Save.
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Add An Email Signoff For A User
Go to System>Users Find the user and choose the Email tab towards the bottom of the window Add the signoff in the Auto Signoff box Save the record
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Seeing What A Person Has Been Sent
In the Person record, click on Marketing. This will display what has been emailed or printed.
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Adding Contact Mergefields In A Letter
Contact Mergefields.pdf On the letter click Insert Mergefield which is at the top of the screen. Then type in CO . This will bring up all of the mergefields which begin with CO. Select the requir...
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Withdraw An Offer From a Person (Offer Not Accepted)
Go to Person>Find Person, enter any part of a person’s name or address and click on Search. Click on Event> Offer follow up. From the list, double click on the relevant offer. Click on Withdraw o...
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Emailing & Sending Letters
This User Guide covers how to email your contacts and how to send letters on the system. Go to Person>Find Person Click Event>Email Enter your subject and message. Click on Send. TIP- Try setti...