Chris Horroll
Articles
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Opening Rolling Screens
To open rolling screens; double-click on the RollingV2 icon on your desktop. Or From the main menu, click on Property, Rolling Screens. If you are opening Rolling screens for the first time, selec...
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Add A Property Type To Live
Go to System>Tools>Category Editor In the drop down box find the Property Type category Find the Property Type you require from the list and tick the box If the Property Type does not exist then yo...
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Add In New Match Areas
Go to Tools>Match Areas You then have the option to click New. Add the name of the area and click Save. Once you have listed all the new areas which you need to appear, scroll down the list and ...
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Amend My Quick Messages
NOTE: You will need access to System>Tools>Quick messages in order to do this Go to System>Tools>Quick Messages Find the quick message you would like to change. Make your amendments and click Save...
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Sending A Letter To A Contact Or Person
From the main menu click Letters, Standard Letter. Select the letter you wish to send. Click on Person/Contact/Property at the bottom of the screen. Search for the relevant Person/Contact/Property....
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Ordering A Group Of Boards For A Property
Go to Follow Up, Board Management. Select the properties you wish to order boards for. Click on Order Batch. Add text to this email if there are any specific requirements. Click on Send.
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Checking For Messages
When you first open Live, a pop up will appear to tell you that there are unread messages. If you close this you can return to your messages later. To return to your messages: Go to Messaging>Chec...
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Adding A Sticky Note To A Property
Open the property record. Go to Messaging>Attach Sticky Note. Type the message into the yellow box. If this just needs to be visible to one person, click on FAO and select their name from the list...
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Add The SMS Text For A Standard Email Paragraph In Live
NOTE: You will need access to System>tools>Quick messages in order to do this Go to System>Tools>Quickmessages tab Choose New and choose email quickmessage and click Okay Choose a suitable name for...
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Add Or Change An Email Address For A User
Go to System>Users Find the user and change the Office E-mail Choose the Email tab towards the bottom of the window. If the Override office email settings is ticked it may be necessary to check wit...