
Settings
109 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
Auto-Responder Templates
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?