quick!Office Commander supports messaging via email and SMS. The following options are available: NO MSGS (selected if messaging not applicable, i.e. internal staff) EMAIL SMS EMAIL / SMS SMS code will be automatically populated if an agent’s mobile number is available on the agent profile. Note that messages can … Continue reading
Release Notes (quick!Office Commander Version 4.0)
New Features SMS Messaging method now available to support agents and sellers/tenants (optional, please contact us for a quote) Mailgun email has been incorporated. Contact us if you are interested switching from your SMTP. Automated showings confirmation for Sellers / Tenants now available via e-mail or SMS. Clients have an … Continue reading
Unconfirmed Appointments (quickOffice Commander)
When appointments are booked for listings flagged Auto Confirmation, the Action column will display the following status: Waiting for Seller Confirmation. The appointment will be removed from the queue upon Seller’s acceptance and an automatic e-mail will be sent to the Showing Agent. The Appointment menu displays the Status: Confirmed. … Continue reading
Appointment Confirmations with Sellers (quickOffice)
Automatic confirmations are managed by the flag in the Seller/Appt tab of each listing. Select Edit > select Auto Confirmation > Save To designate a Contact to confirm all appointments: Select Edit Selected Listing Contact Select Send Confirmation to this Contact If company subscribes to text (SMS) messaging and … Continue reading
Adding Referrals (Back Office)
To add inbound or outbound referrals navigate to the Commission tab Select the Referral menu Select New Select the pertinent referral details including the side represented and if the payment amount is a percentage or flat amount: On the Deposit tab, be sure to select the appropriate Disbursement Rule if … Continue reading
QuickBooks© Authorization (Back Office)
Intuit has has enhanced its security with integrated applications to QuickBooks© Online. If the integration timeline has lapsed, QuickBooks© will prompt for the Admin login credentials: In the following screen, select Connect Navigate to Setup > Company Profile > Accounting Once successfully integrated, button should read Disconnect:
Disable Buyer Information update on sync (Back Office)
The newest release now allows disabling the automatic update of Buyer information upon sync to QuickBooks. To disable this feature, select Setup > Company Profile > System Defaults. Under Additional System Settings, deselect Disable Prompt to Update Buyer’s Address:
Release Notes Version 5.1.0 (Back Office)
GENERAL Enabled scroll functionality on main Transaction window for easier navigation Drop down filter allows to select All, Open, Closed or Voided Transactions to be displayed Prompt enhanced when Agent tax does not equal the configured tax rate Enhancement to allow editing of Letter Merge Documents prior to sending by … Continue reading
Refunding an Agent Credit Balance (REALedger 2.0 or above)
Refunding a Credit Balance There are two ways a refund can be processed for an agent credit AR balance: Option 1 Navigate to AP > Transactions/Processing > A/P Transactions. Enter an unpaid voucher to the agent for the amount of the credit balance. Do not enter a check expense entry … Continue reading
Release Notes (REALedger Version 2019.03.28)
General Added ability to delete pre-split and post-split deductions from an Agent record if deductions were not previously used User Permissions enhanced to allow users to define new Roles or enabled the addition of new modules to existing Roles MLS/TMS Integration option added to Roles / Permission module detail items Fixed error when adding Agent(s) to a sale whose amount … Continue reading