Chris Horroll
Articles
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Add A Board Contractor
Go to Contact> New Contact In the Category drop down list choose Board Contractor Add the name, contact details and any other information Save the change
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Ordering An Individual Sale Board
If your Board Contractor is set up as a contact, you can email board change requests via Live. Go to Property>Find Property From the list of properties, double-click on the relevant property. Click...
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Adding A Sticky Note To A Person Record
Go to Person>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. If this is for ev...
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Adding A Sticky Note To The Workspace
To add a Sticky Note to your workspace ensure the workspace is showing. Go to Messaging> Attach Sticky Note. Type the message into the yellow box. If this just needs to be visible to one person, c...
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Add A Diary Entry Type To Live
Go to System>Tools>Category Editor In the drop down box find the General entry type category If the entry type already exists but is not ticked, tick the box to include it. If the entry type does n...
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Add A Price Qualifier To Live
Go to System>Tools>Category Editor In the drop down box find the Price Qualifier category Find the Price Qualifier you require from the list and tick the box If the lead source does not exist then ...
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Changing The Background Image In Live
NOTE: if you choose to do this it will need to be done at every workstation as the file that serves as the backdrop is in the local folder The background images that show on Live are stored locally...
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Overriding A Default Flash On A Property
Go to the Property>Advertising Under Advertising Flash select the flash you require.Click Save.
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Find A Contact
Go to Main Menu>Contact>Find Contact, enter any part of the contact’s name or address and click on Search. From the list of contacts, double-click on the relevant contact.
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Matching A Group Of Sale Properties To Applicants
Go to Property>Quick property group. Tick the relevant group. Click on Select. Click on Action, Match, Start match. Click on Action. Click on the relevant option. Among these are the options to s...