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