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PrintPrint Vendor Activity Report
This utility (with mail merge function) provides you with a report to update your vendors with the activity that has been performed by your agency within a specified date range. For example, let your vendors know what Advertising you have performed, and/or what Tasks (such as letters or phone calls) your listing representative has completed. You may even notify your vendors about Open Inspections and Property Inspections, including the prospective buyer’s comments.
It is recommended that you set up a Mail Merge template that will form your covering letter, See: Create a Mail Merge Document. You may then attach the Vendor Activity Report to this merged letter to send to your vendors.
Note: For all tasks to appear correctly on the Vendor Activity Report, ensure the relevant tasks that you want to include have the Include on activity reports checkbox enabled in the Administration > CRM > Standard Activities area.
3. Ensure the appropriate Department is displayed/selected from the Department Drop Down
List. I.e.: Residential. Commercial etc.
4. Click on the Find Now button to display all Listings or:
5. Click on the Advanced Search button to filter your listing records.
6. The Listings Advanced Search screen will be displayed.
7. Select the relevant filters; for example a particular Suburb, Listing Date range etc.
8. Click on the OK button, or click on the Cancel button to cancel the search.
9. The system will display all results in the Grid List.
10. Select (highlight) all the relevant Listings that you want to create the Vendor Activity Report
for. Use the Shift or Ctrl key and the mouse to select a group or individual records. Alternately go to View, Select All (on the main tool bar) or press Ctrl and A to select all the records in the grid.
11. Select the Actions button.
12. Select Vendor Activity Report.
Generating the Covering Letter
1. If you are sending a covering letter with the Vendor Activity Report, ensure the Create
covering letter from merge document check box is selected. If you do not wish to include a covering letter then uncheck the create letter from merge document box and then commence step 4.
2. Select the Microsoft Word® document using the 
button.
button.3. Select the Merge to New Word Document option button if you wish to update/change the
merged document before printing or select Merge to Printer if no changes to your template
document are required.
4. Click on the Next > button.
5. Select the Preview... button if you would like to preview the Merge covering letter,
alternatively;
6. Click on the Next > button.
7. Microsoft Word® will open and merge your template document either straight to the printer or
to a new word document and will sit on your task bar.
8. The Vendor Activity Report Wizard (step 3 of 3) screen will be displayed.
9. Select/deselect the relevant check coxes for Tasks, Inspections and Advertising to be
displayed on the Vendor Activity Report.
10. Select the Preview button if you would like to preview the Vendor Activity Report, alternatively;
11. Click on the Finish button.
12. The Wizard will close and the Vendor Activity Report preview form will appear and sit on your
task bar waiting for you to select the printer.
13. If at any time you need to go back and repeat/change your options, simply click on the
<<Previous button.