Please backup SalesPartner before Finalising End Of Year in Office Partner. Finalising End Of Year is recommended to reset year to date earnings for salespeople. 1. Open Office Partner 2. Click System Maintenance 3. Click Finalise EOY
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If your PC is eligible to update*, an Update button will appear above. *Datafile upgrade is not required, select 'No' if you are prompted to update your datafiles. This version is backwards compatible with networked PCs running version 11 or higher. Realestate.co.nz listing import issues fixed. Previously when downloading listings from Realestate.co.nz, various information fields were not retrieved including Listing Address & Advert text. This update solves these issues by using remapped data fetch intelligence. Activity time syntax fix: Solves a compatibility issue with Windows Language / Keyboard settings. Previously when entering open home times in Activity, an error may occur. This update solves this error by using acceptable 'am / pm' syntax. Global Fast Contact Lookup (released in 11.0.0.18): Applies lookup preferences across all available windows. Use Fast Contact Lookup is obeyed (if enabled) from Vendor lookup, Listing Quick Entry, Visits etc. To enable open More -> Settings -> INI Settings -> Contact Entry -> Tick Use Fast Contact Lookup. Recommended to enhance performance on networked deployments (client PCs) with a total database greater than 5000 records. Servers, SalesPartner-Cloud workloads and single instance (agent) systems should not require Fast Contact Lookup.
Export Contacts to OutlookYou can synchronize / export your SalesPartner contacts into Microsoft Outlook individually or as a batch.
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