Estate Agent Pro Enterprise

System Administration - Contacts Options

System Administration - Contacts Options

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System Administration - Contacts Options

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hmtoggle_plus1 Advertising Publications

 

AdminOptionsContactsAdvertPubs

 

If you wish to record the publishing of property advertisements the list of publications can be maintained here.

 

Publications can be added by clicking on the Add Button button on the navigation panel. Click on the Save Button button to save  changes. See How do I use the navigation buttons? for more information.

 

hmtoggle_plus1 Board Erector

 

AdminOptionsContactsBoard

 

Instructions to erect, remove and change for sale boards can be communicated to your board erector by email if configured here.

 

Company Name

The name of your board erector.

Email Address

The email address to be used in communications.

 

hmtoggle_plus1 Category (User)

 

AdminOptionsContactsCategory

 

This is for you to classify clients however you wish but will not effect the internal category used by Estate Agent Pro.

 

Categories can be added by clicking on the Add Button button on the navigation panel. Click on the Save Button button to save  changes. See How do I use the navigation buttons? for more information.

 

These categories must be common across all branches. Please bear in mind that, with the exception of adding new categories, when these categories are changed, the categories set for all existing clients will also need to be changed.

 

hmtoggle_plus1 Estate Agents

 

AdminOptionsContactsEstateAgents

 

Estate agents can be added by clicking on the Add Button button on the navigation panel. Click on the Save Button button to save  changes. See How do I use the navigation buttons? for more information.

 

Estate agents can either be added as individuals or just as a company.

 

When adding an estate agent the Client's Screen will be displayed.

 

If you wish to edit existing settings click on the button on the right hand side of the contact record address.

 

Notepin The individual solicitor record must be selected first, even if it is blank.

 

hmtoggle_plus1 Solicitors

 

AdminOptionsContactsSolicitors

 

Solicitors can be added by clicking on the Add Button button on the navigation panel. Click on the Save Button button to save  changes. See How do I use the navigation buttons? for more information.

 

Solicitors can either be added as individuals or just as a company.

 

When adding a solicitor the Client's Screen will be displayed.

 

If you wish to edit existing settings click on the button on the right hand side of the contact record address.

 

Notepin The individual solicitor record must be selected first, even if it is blank.

 

hmtoggle_plus1 Surveyors

 

AdminOptionsContactsSurveyors

 

Surveyors can be added by clicking on the Add Button button on the navigation panel. Click on the Save Button button to save  changes. See How do I use the navigation buttons? for more information.

 

Surveyors can either be added as individuals or just as a company.

 

When adding a surveyor the Client's Screen will be displayed.

 

If you wish to edit existing settings click on the button on the right hand side of the contact record address.

 

Notepin The individual solicitor record must be selected first, even if it is blank.