Release Notes Version 5.2.0 (Back Office)

GENERAL Emphasys logo replaced with Constellation1 throughout the application Desktop icon replaced with Constellation1 and renamed to “Constellation1 Commissions”   TRANSACTIONS Transactions with $0.00 commissions can now be processed successfully Transaction Type “X” allows user to override the sale price if required Warning added if Agent Advance is attached to … Continue reading

Entering Transactions

Upon login, the system will default to the Transaction screen in Search mode At the bottom right of your screen, arrows support navigating to sequentially numbered transactions The Main Tab of the Transaction To enter a transaction, select the New icon. If you have set up your Company Profile to … Continue reading

Letter Templates

Letter Maintenance The system is provided with templates that can be configured as necessary. Navigate to the Set Up Menu and Letter templates Select the letter to customize When all of customization are complete, save changes. Leave the File name as displayed Once all of letter templates have been customized, … Continue reading

Letter Templates (System Default Tab) in Back Office

Letter templates are stored at C:\Program Files\LES\quickTRS\Data\Current Documents  OR C:\QOCEE\quickTRS\Data\Current Documents OR C:\Program Files\Emphasys\quickTRS\Data\Current Documents by default Network users must navigate to the appropriate network drive instead of C: (i.e. \\yourservername\Data) To locate the data path for your instance, navigate to: Help \ Database Information Select your company name from the … Continue reading

Main System Settings

Default Commission Rules – These six fields will designate the default commission rules that the system will use for an Appraisal, Commercial, Lease, Referral, Sale and New Home type transactions.  You can use the Look Up button to select from the commission rules that have already been set up on … Continue reading

Creating Resources

To add a new Resource, select Resources from the Set up menu Select a related category then select New and complete the required fields When creating or modifying transactions, check the applicable resource list first (Buyer, Seller, etc.) to see if that contact already exists in the database.  If it … Continue reading

Table Look Ups

The Table Lookup feature can be used to add additional information to certain fields.  For example, conditions on transactions can be set up to include more detail, such as the type of condition. Please note that the system will only validate a particular field if at least one entry has … Continue reading