Updates and changes released this month
Office users can now send emails on behalf of Agents in the Office.
When sending and Email it will default to the current users email signature, but now you can select the from the drop down the office or another Agent in your office.
This is especially useful when admin users are providing support to agents
When you want to close and add a new activity, use the Save & New button.
We have added a new button to the Activity window called Save & New, when clicked this will Save the current Activity and create a New activity with all of the same details. All you need to do is change the Date and Activity type and Save again This is change is intended to make it easy for users to Save the current Activity and create a new one.
We have added Open and Completed check box so that you can easily see both your Open and Closed activities. Agent Live users can change the default settings in Settings > Personalize tab
When an Agent leaves your company you can move his/her contacts to another Agent in your office or assign them to the Office.
Settings > Office > People tab
We have added the option to Bulk Add/Remove or Refresh your listings on a website.
Sometimes a portal website gets out of sync, or listings get missed, you can go into Marketing > Websites and select your website and then select Refresh, when the exporter next runs your listings will be updated. You can also Add /Remove in the same way.
Note This cannot be used on the Trademe website)
This report now give you the option to print Open Activities, a number of users have asked for this option , now when printing you can select Open Activities as well as completed to appear on your Vendor Activity report.