Estate Agent Pro Enterprise

System Administration - Modules Options

System Administration - Modules Options

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System Administration - Modules Options

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hmtoggle_plus1 Custom Reports

 

AdminOptionsModulesCustomReports

 

Custom reports can be created and edited here. See How do I create a custom report? for more information.

 

Reports placed in the  Properties folder can be generated from the Custom Reports section of the Report Generator Screen. Reports placed in the Applicants folder can be generated from the Custom Reports section of the Applicant Search Tab on the Report Generator Screen.

 

hmtoggle_plus1 Financial Services

 

FS Module

 

If the Financial Services module is enabled (additional costs apply) this screen will be available. This module sends emails either internally or externally to the specified address depending on whether the mortgage referral checkbox is ticked for an applicant or vendor.

 

hmtoggle_plus1 Print

 

AdminOptionsModulesPrint

 

The print module sends a PDF of your property particulars to Ravensworth for external printing. An account has to be set up with them before this service can be used. Contact Steve Tolfree at Ravensworth stating that you are an Estate Agent Pro user if you are interested in using this service. You will be provided the information to enter here by them.

 

Any external print company can be used, but the naming of the file being sent will use the Ravensworth format. Please also bear in mind that they may not support all products listed.

 

The file being sent will be named as follows:

 

K123_001234_F002_lam_30.pdf

 

A user sending this file would receive back 30 gloss laminated copies, of an F002 code brochure (in this case F002 stands for an A4 2 sided portrait style).

 

K123

Is the Branch Code allocated to you.

001234

Is the unique internal order number assigned to this order.

F002

Is the Ravensworth product code.

lam

Indicates that the document is to be laminated.

30

The order quantity. Note that minimum quantities apply.

 

Click on the Test Button button to test that you can communicate with the print server.

 

hmtoggle_plus1 Synchronisation

 

AdminOptionsModulesSynchronisation

 

We will provide you with a username and password to enter here. If you do not want to receive date from a particular branch the Accept should be set to 'No' for that branch.

 

Click on the Test Button button to test that you can communicate with the synchronisation server.

 

Click the Save Button button on the navigation panel to save the changes. See How do I use the navigation buttons? for more information.

 

Under certain circumstances you may be asked to re-synchronise specific tables from the drop down list. Click the Re-Sync Button button to post the data.

 

The Web/Portal settings should not normally be changed.

 

hmtoggle_plus1 Text

 

Text Messaging

 

If you are using the SMS text messaging facility we will provide you with the information to enter here (additional charges apply).