Chris Horroll
Articles
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Suspending A Property
Go to Property>Find Property, enter any part of the address and click on Search. Click on Event, Suspend Enter notes. Click on Save.
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Adding Buyer Solicitor Mergefields In A Letter
Buyer Solicitor Mergefields.pdf On the letter click Insert Mergefield which is at the top of the screen. Then type in BUYERS. This will bring up all of the mergefields which begin with BUYERS. Se...
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Withdraw A Purchaser From A Sale (Accepted Offer)
Go to Property, Find Property, enter any part of the address and click on Search. Click on Event>Sale Progression>Withdraw purchaser. Change the status of the property if needed. Relevant letters...
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Adding A Second Vendor To A Property
From the Property menu find the property to which you want to add a second vendor Choose the Agency info tab and in the Vendor section choose new Click Yes to add the second vendor. Fill in the d...
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Adding Appraisal Mergefields In A Letter
Appraisal Mergefields.pdf On the letter click Insert Mergefield which is at the top of the screen. Then type in AP. This will bring up all of the mergefields which begin with AP. Select the requi...
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Accepting An Offer (From Person)
Go to Person>Find Person, enter any part of a person’s name or address and click on Search. Click on Event. Click on Offer follow up. From the list, double click on the relevant offer. Click on A...
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Checking When A Property Was Last Uploaded
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 check. Click on the Agency info tab. Last Uplo...
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Adding Appointment Mergefields In A Letter
Appointment Mergefields.pdf On the letter click Insert Mergefield which is at the top of the screen. Then type in AP. This will bring up all of the mergefields which begin with AP. Select the requ...
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Accepting An Offer (From Follow Up)
Go to Follow Up>Follow Up. Tick Display Offers to Follow up From the list, double-click on the relevant offer. Click on Accept offer. Change person’s status if necessary, enter estimated exchange...
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Deleting A Letter
Go to Letters, Standard Letter, select the letter you wish to delete and click on Delete letter. At the Delete configuration settings prompt, click on Yes. At the Delete letter stencil prompt, clic...