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
Letters Templates on System Settings Tab
This node allows users to define the default letters to generate through a transaction. To edit the Letter Templates please go to the Set Up menu and select the letter template you wish to edit and save as the new template.
Additional System Settings on System Defaults Tab
Prompt Notification When Cancel button is selected– By initiating this flag, user will be prompted when they try to close the system by clicking on the “X” at the top right of the screen. A warning will pop up to confirm that you want to close the system or not, … 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
Mutual Release of Escrow/Trust Deposits
There may be occasions where transactions fall through and funds need to be disbursed back to the buyer, seller, or another resource. To do so, navigate to the Escrow/Trust deposit window Select to add new Disburse action: Select the Resource type that will be receiving the funds: Select the entity … Continue reading