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PrintActions - Listings
Actions button appears in the second top tool bar. Actions vary depending on the options menu you are in. Action button for Listing menu includes View Property Details, Clone, Match Buyers For Sale, Attach Standard Activity Plan, Vendor Activity Report, Inspection Report, Add Open House Appointment, Export to Excel, Strip List, Send SMS to Vendor, Enable Background Search, View Document and Advertising Statement.
1. Click on the Properties Function/Menu button.
2. Ensure the correct department is selected i.e. Residential, Commercial.
3. Select Listing Option Button.
2. Ensure the correct department is selected i.e. Residential, Commercial.
3. Select Listing Option Button.
5. The system will display all results in the List of records area below.
6. Select (Highlight) the Listing that you require. To select multiple sequential records click
on the first record then hold down the <Shift>key and click on the last record. Alternatively to select non-sequential records click on the first record then hold down the <Ctrl> key while clicking on other records.
7. Click on the Actions button.
Available Actions:
1. View Property Details - This allows you to view the Property Information of this Listing.
2. Clone - This allows you to Clone a Listing.
3. Match Buyers For Sale - This allows you to find Buyers whos requirements match a Listing
Criteria.
4. Attach Standard Activity Plan - This allows you attach a Standard Activity Plan to a
Listing.
5. Vendor Activity Report - This allows you to print out a Vendor Activity Report for a Listing.
6. Inspection Report - This allows you to print out an Inspection Report of all Buyers/Contacts
that have inspected the Listing. The report is able to be filtered between Date Ranges with the option to show the Buyers/Contacts Phone details.
7. Add Open House Appointment- This allows you to add an open house appointment to a
Listing.
8. Export to Excel - Exports all Listing grids to excel format. Select the appropriate folder to
save the spreadsheet in and rename if required.
9. Strip List - This allows you to select multiple listings to print a manual strip list (external stock
sheet). To select multiple sequential records click on the first record then hold down the <Shift>key and click on the last record. Alternatively to select non-sequential records click on the first record then hold down the <Ctrl> key while clicking on other records.
10. Send SMS to Vendor - Allows you to send SMS message to the Listings Vendor.
11. Enable Background Search - This allows you to tick Enable Background Search if the
11. Enable Background Search - This allows you to tick Enable Background Search if the
network is running slow and when searching for entire Contact database a "time out" error is occurring. This then searches for your database in batches of records. In normal circumstances Enable Background Search is best Unticked unless the time out error occurs.
12. View Document - Allows you to view any documents saved against a Listing using the
Document Repository.
13. Advertising Statement - This allows you to print an Advertising Statement for a
Listing. To print advertising statements for multiple listings, search click on the first record then hold down the <Shift>key and click on the last record. Alternatively to select non-sequential records click on the first record then hold down the <Ctrl> key while clicking on other records.