Blog Archives

SalesPartner Registrations

24/4/2016

From Sunday 24 April 2016, new registration codes will be available for current subscribers to install. You will be prompted to re-register when you open SalesPartner. A 7 day grace period either side of 1st May allows you to re-register before automatic data locking is enforced. The Grace period will end on 7th May. After the grace period, a new valid registration code will be required to access SalesPartner.

Should you be unable to re-register automatically when you press the re-register button please contact us to request your code so that you can enter it manually. Cloud subscribers and salespeople running databases on office systems should follow the same process to confirm their registrations.

When you successfully re-register the number goes green and the re-registration window illustrated below will not re-appear. If this is not the case for you please let us know as soon as possible so we have time to track any missed subscriptions during the grace period.

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How to: Upload to Trade Me via API

18/4/2016

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To upload a listing from SalesPartner to Trade Me Property via API, the following fields must be completed in Listing Entry:

- Address

- Number of Bedrooms and Bathrooms - required for Residential categories

- Vendor details, which is a General requirement for all SalesPartner listings - at the very least, a surname must be entered.

- Pricing (including Search Price and Comment)

- Category

- Status: Available or Conditional

- Listing Type e.g: Exclusive. If the Listing Type is 'Auction' or 'Tender' then the Auction/Tender Date and Details must be entered.

- Advert Heading and Text

- Activity (If open home times are scheduled)

- Photos (at least one photo, up to 20 can be displayed)

Internet Tab

- Trade Me > Suburb ID

- Category Override must be used in some circumstances e.g: Commercial Business Listings.

How to: upload

Open Listing Entry > Internet Tab

Click Upload to Trade Me > Upload Ensure that under Which site do you want to use: trademe.co.nz is selected.

You'll be prompted to enter your Trade Me (Office) Username and Password, then click Log in

Once you have been authenticated, the listing will be uploaded.

Errors (if any) will indicate which fields are missing or incomplete.

Upon completing the upload, you can view the listing on Trade Me using your default web browser.

Tips: Ensure that the salesperson details are complete for the agent who is assigned to the listing in Listing tab, > View Salesperson. Once the listing is uploaded, the Trade Me Property reference code will be displayed in the Internet tab. To re-upload photos, open Listing Entry > Photos, click View What Photos are Online > Re-upload all photos.

Notes: With API, listings are managed individually - not in bulk. If a listing is Withdrawn, you need to manually withdraw the listing from Trade Me. If listing details are changed or updated, simply re-upload the listing from Listing Entry > Internet Tab > Upload to Trade Me, to instantly update the listing.

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How to: Use the Commission Calculator

15/4/2016

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To open the Commission Calculator in SalesPartner:

Click More > Commission Calculator

The calculations will update automatically as you enter the Sale Price

Your entered commission rates, tier (up to), and Flat Fee, will be saved to default as you update them.

Tip: Use the 90 Days from Today date tool to work out the expiry date for your Listing Agreement

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How to: Manage Synchronization Server Address Settings

12/4/2016

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Follow these steps to add a new server address option or modify your existing server address options.

1. Add a new server option:

Click More -> Synchronize

Click Settings -> Add Server

Enter a name for the server for example: 'Home / Remote' (If you are adding a public IP/Server address to be used from outside your office network).

Click OK

Next, use the Drop Down menu to select your new server, and click Modify Server

In Synchro Server Options, you can configure your settings and enter your Server Address. For example, if you've been given a Public IP address, enter 222.123.456.789. Or your address may be configured with DNS, for example: office.dyndns.org

Click Save

Your new Server Address will now be available in the Settings -> Drop Down Menu

Notes: Remember to click Modify Server if you wish to save changes to settings, including the Server Address. If you are not able to synchronize remotely (from home), contact SalesPartner for more information. SalesPartner-Cloud users typically only require one synchronization address. A Static IP may be required for remote synchronization.

Synchronization on your Local Area Network (Office Connection): Use the name of the server PC as your Server Address, or open a Command Prompt window on the server, and run ipconfig to locate the IPv4 Address of the Server PC. You can use this IP as your synchronization address when you are connected to your office's local network.

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How to: Restore a backup

11/4/2016

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This article explains how to restore an Offsite Internet Backup. For more information, read: http://www.salespartner.co.nz/how-to-backup.html

1. Ensure that SalesPartner is closed.

2. Open SalesPartner Utilities

3. Click Offsite Internet Backup

4. Click Log in

5. Select the backup which you want to restore. Backups are listed by newest first, and time-stamped with their creation date. When a backup is selected, the Restore button will be enabled.

6. Click Restore

Once your backup has been downloaded, you will see this confirmation screen:

Your data-files will be re-indexed (1-5 minutes) before the process is completed.

Notes: Restoring a backup will overwrite your existing SalesPartner data (the data from the backup will replace the existing data). Offsite Internet Backups do not overwrite the following files: Images, Report Templates, Letter templates. Offsite Internet Backups do overwrite these files: Contacts, Listings, Activity (including templates).

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<<Previous

SalesPartner Registrations

How to: Upload to Trade Me via API

How to: upload

How to: Use the Commission Calculator

How to: Manage Synchronization Server Address Settings

1. Add a new server option:

How to: Restore a backup

Admin
Geoff Duncan

Archives

Categories

SalesPartner Registrations

How to: Upload to Trade Me via API

How to: upload

How to: Use the Commission Calculator

How to: Manage Synchronization Server Address Settings

1. Add a new server option:

How to: Restore a backup

AdminGeoff Duncan

Archives

Categories

Admin
Geoff Duncan