Listings – Match Commercial Lessees
This area allows you to match a commercial Listing with commercial Lessees in the Contact database. See Enter a new Commercial Lessee. You are also able to E-mail a brochuretoany Lessees (with an e-mail address). Note: Ensure the Administration > Agency Settings > Departments > General area has an e-mail address entered; this then allows the brochure to be e-mailed to the Department’s e-mail address first, with all matched recipients appearing in the Bcc field of the e-mail application.
Should you prefer the system to automatically prompt you to match a newly saved or edited Commercial Listing with Commercial Lessees you may enable this option in Properties > Listings > Match Buyer – simply select the black arrow and choose the Always match when saving listings option.
1. Select the Properties Menu/Function button.
2. Click on the Listings Option Button.
List. I.e.: Commercial
4. Locate the Listing in the grid or see Search for a Listing
5. Double left click on the Listing to display its details in the Active Window and click on the Match
Lessees button. Alternatively, left click once on the Listing then Click on the Actions button (located on the Task Bar) and Select Match Lessees.
6. Edit/enter any filter as necessary.
7. Click on the Match button.
8. If the search criteria matches that of any Lessees, the list of Lessees will be displayed.
9. Enable the Select checkbox for all lessees whom you wish to email the Property Brochure to.
10. Select the Send E-mail… button to send an e-mail to lessees. See Note above.
11. Click on the OK button, alternatively click on the X at the top right corner of the Active Window.