Overview Improvement to navigation when Edit selected within a sale record, the navigation list (left side panel) now minimizes automatically When trust deposit added, user now prompted whether to update amount of the non-trust deposit line Custom Sale Field Types can be changed from Date to Text or Numeric to … Continue reading
Release Notes (REALedger Version 2019.05.02)
Overview All reported enhanced to include all agents by default Online Sales Detail report enhanced with Transaction # column, option to hide Volume, option to hide Agent Commission, option to change to landscape view to support additional columns, new sort order options for Address, Date then Address, Date then Transaction … Continue reading
Messaging (quick!Office Commander)
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
Constellation1 Showings Release Notes (quick!Office Commander Version 4.0)
New Features SMS Messaging method now available to support REALTORS® and sellers/tenants Optional feature, please contact us for a quote Mailgun email has been incorporated. Contact us if you are interested in switching from your SMTP. Automated showings confirmation for Sellers / Tenants now available via e-mail or SMS. Clients … 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
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