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PrintActions - Listing Enquiries
Actions button appears in the second top tool bar. Actions vary depending on the options menu you are in. Action button for Listing Enquiries menu includes Attach Standard Activity Plan, Export to Excel, Send SMS, and View Document .
1. Click on the Contacts Function/Menu button.
2. Ensure the correct department is selected i.e. Residential, Commercial.
3. Select Listing Enquiries Option Button.
2. Ensure the correct department is selected i.e. Residential, Commercial.
3. Select Listing Enquiries Option Button.
5. The system will display all results in the List of records area below.
6. Select (Highlight) the Listing Enquiry 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. Export to Excel - Exports all Listing Enquiry grids to excel format. Select the appropriate
folder to save the spreadsheet in and rename if required.
2. Send SMS - Allows you to send SMS message to this Listing Enquiry Contact.
3. View Document - Allows you to view any documents saved against this Listing Enquiry
Contact using the Document Repository.