Settings
107 articles
- Where do I locate my Office Settings?
- How to find your Preferences > Office Preferences
- Where can I update the default State of where your office is located?
- How can I change the minimum digits needed to search a contact by home number?
- How do I specify my states of operation?
- How to manage Opposition Agencies
- How do I add a Region?
- Inspect Real Estate 'Book Inspection' button
- How to add and delete Advanced Filters
- How to add a Conjunctional Agency
- How to manage Building Lists
- How to add, edit or remove a Land Estate
- How to add, edit or remove a commission | Commissions
- How to add a Conjunctional Listing Agent to a Conjunctional Agency
- How to give your portal a custom name
- How to add a Franchise fee
- How do I not use the listing expiry date for Days on Market calculation?
- Changing the required fields when creating a contact's relationship/partner
- Updating required fields for creating contacts
- Notifying the Primary Team Member when contact details are changed/updated
- How do I allow documents to be uploaded to a contact (without a listing)?
- How do I show 'Wechat' for contacts?
- How do I automatically subscribe enquiry contacts to receive Marketing emails?
- Can I change the minimum digits needed to search a contact by mobile number?
- How do I prevent the creation of duplicate contacts?
- How do you notify a contact's primary team member when another agent is added to my listings?
- What triggers the "This Listing May Interest You" email and text notifications to be sent?
- How to sort or add a quick note
- How to adjust the content in the Office Profile section.
- How to set default Agent Commissions
- Key Registry
- Can I choose whether I always require a Follow Up Outcome (Spoken To, Voice Mail, No Answer, or Note Only) when completing a Follow Up? | Others
- How to change the number of days notes can be edited after creation
- Can I choose to validate staff allocation to 100% when property sold?
- Tenant required to update a Listing to Leased
- How can I prevent a listing from displaying on my website if there isn't a Contract of Sale attached?
- How can I hide the offices name on Statement Of Information?
- Where can I customise the Days on Market end date?
- Can I update what the calculation of Days on Market start date is based on?
- How to manage Subscriptions
- How to add a new Team Member
- How to edit a Team Member
- How to remove a team member
- How to remove or restore a Team Member
- How to create a signature with an image
- How to hide team members from the Website
- What is the difference between an E-Signature (electronic signature) from an Email Signature
- How to update the Social Icons on the Email Signature
- Where do I add my RateMyAgentId information?
- Office & Website Permissions
- Reports Permissions
- Export & Group Permissions
- Dashboards & Targets Permissions
- Contacts Permissions
- Appraisals Permissions
- Notes Permissions
- Listings Permissions
- Enquiries Permissions
- E-Marketing Permissions
- Where can I update Roles & Permissions
- How to add a new Role in your Office Team
- How to edit the permissions for a role
- Prospects Permissions
- How to create a new Sharing Pod
- How to edit or remove a Sharing Pod
- How to view text usage for my office
- How do I set up my Auto-responses to an enquiry?
- How to edit Auto Responder Templates
- How to find the settings for Enquiries & Autoresponders
- How to change Auto Responder Preferences
- Can I hide a contact's price range from showing on an auto-responder email?
- How to add or sort Enquiry Sources in Settings
- Assigning general enquiries and setting up your enquiry preferences
- Updating Auto-Responders for Listings
- Where can I update my Opens & Inspections preference settings?
- How do I set my open time default?
- Can I change minute increments for Open Times?
- How do I change the time when the inspection feedback survey is sent to Open Home attendees?
- Can agents be notified by a contact's team member when there is an offer request?
- How do I notify a contact's primary team member when documents have been sent?
- How do I automatically send documents if requested by attendee in a buyer feedback?
- Auto send property updates if requested by attendee in buyer feedback?