Estate Agent Pro Enterprise

System Administration - Company Options

System Administration - Company Options

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System Administration - Company Options

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hmtoggle_plus1 Branch

 

Options pertaining to your branch, or any other branch can be changed here. It is recommended that you do not add or change any branches, other than your own unless instructed to do so by technical support. Your branch will be displayed by default.

 

AdminOptionsCompanyBranchList

 

Branches can be navigated, added or deleted by using the navigation panel at the bottom of the left hand side of the branch list.

 

See How do I use the navigation buttons? for more information.

 

 

Once all changes have been made click on Save Button the button to save them.

 

General Options

 

This Branch

This defines the branch selected as yours. Under no circumstances change this unless instructed to do so by technical support.

Mnemonic

This is the mnemonic that was assigned to your branch, normally the first three characters of your branch name and cannot be changed once defined.

Branch Name

The branch name should be the name of the town you are located in.

Branch Reference

This is for your own use and can be used in standard letters.

Address

The address of your branch can be changed by clicking on the button on the right hand side of the address. See How do I change an address? for further information.

Branch Manager

The name of your branch manager which can be used in standard letters.

Local Authority

Your default local authority which will be used for any new property.

 

Default Rates

 

Sole Commission

The default sole commission rate to be applied to any new property.

Dual Commission

The default dual commission rate to be applied to any new property.

VAT

The current VAT rate applied when calculating commissions.

 

AdminOptionsCompanyBranchWebPortal

 

Summary Details

Defines which property field should be uploaded to your website and portals as summary data.

Advert & Portal Text

 

Contact Info

 

The default contact details to be displayed in standard letters. The email address will be used in all emails to clients if no email is defined on a per user basis.

 

AdminOptionsCompanyBranchEmailValidation

 

This is the information required to be able to connect to your outgoing mail server and is normally supplied by your internet provider.

 

Username

the username required to login.

Password

The password required to login.

Authentication

Select the appropriate authentication method from the drop down list.

SMTP Port

The port number to be used.

Email Server

the address of the email server.

 

AdminOptionsCompanyBranchVariableRates

 

If you use variable commission rates based on the price the property is sold at they can be defined here.

 

New price bands can be added by clicking on the Add Button button on the navigation panel. See How do I use the navigation buttons? for more information.

 

In this example properties sold up to £500,000 will be at 2.00%, between £500,000 and £1,000,00 at 1.90% and above £1,000,000, at 1.75%.

 

hmtoggle_plus1 General

 

General Options

 

Company Name

The name of your Company.

VAT Number

Your VAT number.

Web Address

Your company website.

Include in Emails - Email Logo

If an email logo is defined in the section below, whether or not to use it in emails.

Include in Emails - Signature Block

If a signature is defined for users under Administration Options this setting defines  whether or not to use it in emails.

 

hmtoggle_plus1 Images

 

AdminOptionsAdminCompanyImages

 

Default Image Folder

This is the default image folder to use when capturing images in the Images Screen. This should normally be a shared folder.

Maintain Aspect Ratio of Images

Whether or not to maintain the aspect ratio of images in reports. If set to 'Yes' then, if different  cameras are used, with varying resolutions the size of the images in multi-image reports will be different. It is recommended that this option is left as 'No'.

Print Images Directly to Printer

Some printers require this setting to be set. Unless necessary leave this option set as 'No'.

Report Banner Image

The image to be used across the top of reports. The recommended sizes are shown. To add an image click on the button on the right hand side of the image placeholder.

Memorandum of Sale Image

The image to be used in sales memorandums. The recommended sizes are shown. To add an image click on the button on the right hand side of the image placeholder.

Email Logo

The logo to be used in emails. This should be as small as possible whilst still maintaining clarity and should be experimented with. The use of overly large images will slow down the sending of emails. To add an image click on the button on the right hand side of the image placeholder.

Banner Image

This image will be displayed in the bottom right hand corner of the main screen. This can be any size but to be displayed must fit within the boundaries of the main screen. Take into account that users may not be using the application maximised.

Banner Message

This message will be displayed centred in the top half of the main screen above the banner image. The font will be automatically reduced to fit the screen horizontally.

 

hmtoggle_plus1 Users

 

AdminOptionsAdminUsersLH

 

Users can be added by clicking on the Add Button button on the navigation panel. See How do I use the navigation buttons? for more information.

 

Details for existing users can be changed by clicking on the respective user and changing the details shown below.

 

If a user forgets their login password this can be reset to blank by clicking on the AdminOptionsAdminUsersResetPassword against their name.

 

The colour block in the right hand column is the colour defined for them in the diary. See below.

 

When you have finished making changes click the Save Button button on the navigator panel to save the changes.

 

General

 

 

Username

This is the username that the user will use to login and that will appear in the diary and throughout Estate Agent Pro. The username should be unique within a branch.

Initials

Enter the users initials. Should be unique.

Qualifications

The users qualifacations. These can be used in standard letters.

 

 

 

Options

 

Accompanee

Will appear in the list of personnel that can accompany viewings.

Admin Rights

This determines if a user has access to this admin area. There are 3 settings:

 

None

Has no access to this area.

Local

Has access to change only those options that are limited to their branch.

Full

Has full access to this area.

 

If a user is given access to this area it is mandatory that their login is password protected.

Applicant/Property Default

If a user is only using Estate Agent Pro for letting's or the majority of your properties are letting's then change this option to Letting's.

Can Edit Historical Dated Notes

If this is set the user can change or delete historical dated notes for applicants and vendors. This defaults to false and it is recommended that this is not changed, or if it must be set, then only for the branch manager.

Days Worked

Select the days worked from the drop down list.

Diary Colour

If the diary colour is set to 'Use Default' colours for each user will be automatically generated. If you choose to use specific colours then it is recommended that you do so for all users.

Finish Time

Normal finishing time.

Show in Diary

Whether or not to show this user in the diary.

Start Time

Normal starting time.

TAPI Enabled

This enables the Microsoft Telephony API (TAPI). It has to be set in General Options before it is enabled here. This allows calls to be made  by EAP and to indicate who the caller is and display applicable applicants/properties. Your telephone system must be Windows TAPI compliant in order for this to be used.

Valuer

Set to yes if this user does property valuations.

 

Communications

 

Email Address

Only set if you wish to use individual emails in communications. If this is not set then the email address defined for the branch will be used in all emails.

Direct Dial Number

Enter if applicable. This can be used in standard letters.

Mobile Number

Enter if you wish to make this available in standard letters.

 

Validation

 

Only complete this area if your internet provider requires validation for sending emails.

 

Username

Username provided by your internet provider.

Password

Password provided by your internet provider.

Authentication

Select the appropriate authentication method from the drop down list.

 

Signature

 

Full Name

Users full name as it is to appear in communications.

Signature

If you wish to use individual signatures in communications these can be loaded by clicking on the ... button bar on the right of the signature. As the size of users signatures varies we can not give fixed sizes for it. Our suggestion is that you scan the signature in at 120 dpi (screen resolution) and crop it as tightly as possible.

Title

Title as it is to appear in communications.