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PrintActions - Appraisals
Actions button appears in the second top tool bar. Actions vary depending on the options menu you are in. Action button for Appraisal menu includes View Property Details, Attach Standard Activity Plan, Export to Excel, Send SMS to Owner, Enable Background Search and View Document .
1. Click on the Properties Function/Menu button.
2. Ensure the correct department is selected i.e. Residential, Commercial.
3. Select Appraisal Option Button.
2. Ensure the correct department is selected i.e. Residential, Commercial.
3. Select Appraisal Option Button.
5. The system will display all results in the List of records area below.
6. Select (Highlight) the Appraisal 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 Appraisal.
2. Attach Standard Activity Plan - This allows you attach a Standard Activity Plan to an
Appraisal.
3. Export to Excel - Exports all Appraisal grids to excel format. Select the appropriate folder to
save the spreadsheet in and rename if required.
4. Send SMS - Allows you to send SMS message to this Property Owner.
5. 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.
6. View Document - Allows you to view any documents saved against an Appraisal using the
Document Repository. To add a document see Document Repository - Adding a Document.