Chris Horroll
Articles
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GDPR - Overview of Changes
GDPR - An overview of changes Watch the Video tutorial below to show you the changes that have been made to the LIVE software in relation to the GDPR for the following categories: Consent Record R...
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Changing Diary Group Members
Diary Groups are created from the Users menu and need Administrator access Go to User and click on Add group in the Group membership area. Choose a name and description Add Users who you want to b...
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Add A Signature To A User
Go to System>Users Create a .JPG scan of the user's signature. We recommend that this is created by signing a piece of A4 paper with the signature taking up about half of the page Choose Attach Sig...
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Adding A Guarantor
Go to Person>Find Person Once the contact record is open on the right hand side ensure that the Intention is set to Rent. You will then see a column for Guarantor. If the Guarantor is already in L...
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Archiving A Property
NOTE: Only properties with the status of Withdrawn or Completed can be archivedFrom the Property menu find the property which you want to archiveChoose Event and select the Archived optionSave the ...
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Adding Sales Mergefields In A Letter
Sale Mergefields (6).pdf On the letter click Insert Mergefield which is at the top of the screen. Then type in SAL . This will bring up all of the mergefields which begin with SAL. Select the req...
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Revise An Offer (From A Person)
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. In Offer amount enter...
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Book Appointments In The Diary
Question: How do I book appointments in the diary? Solution: Go to Main Menu>Diary>Diary. Click and drag to mark the duration of the appointment. Right click, select appointment type. Enter the ap...
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GDPR Consent Features
GDPR (General Data Protection Regulation) Overview The content of this document is not legal advice. You should consult a legal advisor on your GDPR responsibilities. Changes are being made to Vebr...
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Book A General Appointment For A Person
Go To Main Menu>Person>Event>General Entry. If this appointment is linked to a Property, click on Property and search for it. Enter the date, duration, time and a reminder if needed, the person wh...