Estate Agent Pro Enterprise

Customer Communications Screen

Customer Communications Screen

Previous topic Next topic Expand/collapse all hidden text  

Customer Communications Screen

Previous topic Next topic JavaScript is required for expanding text JavaScript is required for the print function  

Contains copies of all communications sent to an individual client including attachments sent by email. Communications can also be resent from here.

 

Customer Communications Screen Customer Communications Screen

 

CustomerLettersScreen

 

This screen can be broken down into 4 primary areas.

 

Communications Grid Communications Grid

 

Communications Grid

This grid contains a list of all communications sent to the client. It details the date sent, method used, description, the user that sent it and whether or not there was an attachment.

Communications can be deleted by using the btnNavDelete button on the navigator at the bottom left of the grid.

Clicking on an individual communication will display the contents of the communication and any attachments (applies to emails only).

 

Attachment List Attachment List

 

Attachment List

This lists the attachments sent with an email communication.

The image in the left hand column indicates the type of attachment. Double clicking on the image will display the attachment using the applicable viewer.

 

Sent Communication Sent Communication

 

Letter

 

The sending/printing of these letters is covered in the Ribbon Bar section below.

 

Spell checking, similar to Microsoft Word is used in all letters and certain other areas as appropriate. Misspelled words are underlined with a red squiggly line e.g. MisspelledWord. Right mouse clicking on the word will provide a list of alternatives.

 

Ribbon Bar Ribbon Bar

 

Ribbon Bar

 

It is not the intention of this document to provide an explanation of standard functions found in the Clipboard, Editing and Font ribbon bar groups. The usage of the remaining buttons is detailed below. You cannot change letters that have been sent.

 

InsertToolbarGroup

Hyperlinks, Images and predefined standard phrases can be inserted by clicking on the appropriate button. A dialog will be displayed to make the appropriate selection. When inserting hyperlinks, if you first select the text you wish to be displayed, for example 'Click here to see your property on our website', this text will be displayed instead of the hyperlink.. This is only available for draft letters.

Email Button

Opens the Email Screen populated with the letter along with any attachments that were originally included. Your Email logo if defined is automatically added to the top of the email. At this point additional recipients or cc's can be added. Once sent, the letter will be stored, along with any attachments, in the clients sent letters.  If this button is disabled it is because the client doesn't have an email address or email has not been configured by your system administrator.

Print Button

Prints the draft letter.

Text Button

Open the SMS Text Messaging Screen populated with the letter. Once sent the letter will be stored in the clients sent letters. Letters sent as text messages should be brief as the maximum content of each message is limited to 160 characters. If it is more than this it will be sent as multiple texts. If this button is disabled it is because the client doesn't have a mobile or text messaging has not been configured by your system administrator.

Note Additional charges apply.

Duplicate Communication Button

Duplicates the currently selected communication as a draft letter which can then be edited and resent.

btnPageLayout

Opens the page layout dialog where you can configure paper type, margins, etc.