Chris Horroll
Articles
-
Add A Property SubType 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...
-
How Do I Create Match Area Groups?
Go to Tools>Match Areas You then have the option to click New. Add in the Group name and click Save. To move the areas into the group, click and drag the area. (You will see an image of a globe ...
-
Changing Spell Checking Options
NOTE: You will need access to System and Configuration to make changes. Go to System and Configuration In the Configuration tab choose Workstation tab and Configuration again Choose Spelling option...
-
Add A Disposal StatusTo Live
Go to System>Tools>Category Editor In the drop down box find the Disposal Status category If the disposal source already exists but is not ticked, tick the box to include it. If the disposal status...
-
Changing The Default Days For Follow Ups in Live
NOTE: You will need access to System and Configuration to make changes Go to System and Configuration In the Configuration window choose Office tab and Configuration The default number of days can ...
-
Changing The Default Currency For The Office
NOTE: You will need access to System and Configuration to make changes Go to System and Configuration In the Configuration window choose Office tab and Configuration Change the currency in the Curr...
-
Assigning A Default Brochure To A Lettings Property
Go to Property, Find Property, enter any part of the address and click on Search. Click on Output. If the Stencil is the one you wish to have as the default brochure for the property, click on Set...
-
How Do I Backdate A Property?
Go to Property> Find Property Then go to the Portals tab. Click Backdate. The next time the exporter runs the property will be re uploaded.
-
Making A Group Of Applicants Inactive or Deleting
Question:How do I make a group of applicants inactive? What is the difference between making them inactive and deleting them? Solution:Care needs to be taken before making groups of people inactive...
-
Adding A Branch User Mergefields In A Letter
Branch User Mergefields.pdf On the letter click Insert Mergefield which is at the top of the screen. Then type in US. This will bring up all of the mergefields which begin with US. Select the req...