In Contact Entry and Listing Entry, try pressing Ctrl+F on your keyboard to launch the lookup screen. Ctrl+F = Find
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In the Gallery, the Activity Date Filter is useful. To explain how it works, lets look at a scenario. Listings are entered into the server, and the Listed Date is entered from the Listing Agreement. However, for various reasons listings may not be made Available until days later. Therefore, using the standard Listed, Expiry, and Sale Date ranges filter may not return the desired results when you print a Stock Report of listings which have been made available in the past seven days. http://www.salespartner.co.nz/news/how-to-show-listings-from-the-last-seven-days Solution: Add an activity to record when a listing is made available. Later on you can filter against that activity to show listings which have been made available in a given date range. Tip: Use the Standard Text tool to tag each listing with the same activity description. 1. Add an activity when the listing is publicly available. 2. Enter a description, and include a tag which can be used later for filtering purposes. For example: 'Listing is public as available. #Live'. Later you can use the activity filter to locate all listings (in a date range) which include the tag: '#Live'. The tag can be anything you choose, but bear in mind it should be relatively unique, hence the hashtag. 3. Click Add to Standard Text to save the description so that for future listings, operators can use the same description (by clicking Insert Standard Text), every time they add an activity to record when a listing has been made available. Tip: To edit your Standard Text options: Open More -> Settings -> Miscellaneous -> Activity Standard Text. When your listings have an activity record for when they were made available, you can use the Activity Filter in the Gallery to filter listings which have been made available, in a date range. Open Gallery -> Other Selections -> Activity Note: By default, all activities types are included. Select an Activity Date range option: Last Week. To specify a custom date range, select Date Range. Enter your filter tag '#Live' into the description field or use Insert Standard Text to filter against the saved Standard Text. Click OK The listings which match your activity filter options will be displayed. To clear your filter, either click Clear / Refresh in the right corner, or open Other Selections -> Activity, and click Clear.
When you adjust a salesperson's Withholding Tax in OfficePartner, you may need to recalculate the WT against an existing invoice. To do this, follow these steps: Open OfficePartner -> SalesPeople Double click into the desired salesperson, and click on the Invoices tab. Right click on the invoice item you wish to recalculate and click Reset Commission Details. If an invoice item is Completed, you will need to Uncomplete / Click <UC>, before you can recalculate the commission. Should you do so, follow the default prompt options IE. Deduct commission from YTD totals? = Yes
To finalize the End of Financial Year in OfficePartner: Backup SalesPartner: http://www.salespartner.co.nz/how-to-backup.html Open OfficePartner -> System Maintenance Click Finalise EOY
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