- For Commercial configuration when the Gallery land / floor size filter is enabled via More, Settings, INI Settings, Gallery, the same filter is also now used in the Contacts screen.
- Fixed: Downloading photos from the H1 Harcourts portal when you import a Listings.CSV file.
- (Updated icon) in the To-Do List you can now right-click an activity to create a reminder file which is supported in Google Calendar, Microsoft Outlook and Windows 10 Calendar.
- Fixed: for Trade Me API uploading residential category listings, 6+ bedrooms and 6+ bathrooms are now supported.
- In Listing Entry, the Photos context menu quick-resize default resolution now inherits the preference specified in More, INI Settings, Listing Entry.
- Fixed: In Gallery when you are viewing a sale, the navigation arrows now scroll the list correctly.
- Fixed: Land Area handling for REINZ sales statistics CSV imports.
- Fixed: Quick Contact Entry error for open home visitors.
- Adjusted: the minimum restore-down size to better support small screens / devices and low resolution virtual machine windows.
- Fixed: In Contact Entry, Activity tab, when you right click an activity with a linked listing the show-listing option works.
- The Trade Me Suburb ID list is now updated on demand using the built in tool under suburb lookup.
- Fixed: CMA reports now show a listing's original advert where applicable.
- Extra options for the Listing Entry activity tab context menu: Delete, View Contact, Edit.
- HTTP2Phone SMS relay supports extended messages over 160 characters, delivered as a single thread. Also supported for merged / broadcast relays with multiple recipients.
- In Contacts, improved the grid UX for when you delete a contact.
- In Contact Entry, pasted email addresses are stripped of leading / following spaces automatically when you post changes or navigate away.
- In Contacts, Tools, Export Contacts there is a new drop down template for Exclude Calculated Fields. This template is optimized for SalesPartner to SalesPartner contact transfers.
- Enhanced coding for iCalendar file exports: Now includes a title whether or not a property is linked to the exported activity. Summary tag now used for Open Homes. Automatically uses the listing address as the LOCATION tag (if applicable).
- Right-click Open / Edit now universally supported in various grid screens such as To-Do List, Contacts, Gallery, Activity, Select Reports / Letters.
- In Activity, the note icon is shown when the Activity.BigDescription field contains text.
- Added a default SMTP configuration for new installs to enable outbound emailing from set-up.
- Enhancements for marker handling in map-view, controls for pricing and number of bedroom markers.
- In View Sales, RV date calendar button added.
- Added Sales.ChangeDate and Property.ChangeDate to SalesHistory.
- New default name for iCalendar files = 'reminder'
- Fixed Owing error for OfficePartner 14.
- In Letter Selection: Sort by size / date / name now supported using column headers.
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In version 14 you can initiate a phone to a SalesPartner contact straight from your PC. System Requirements:
On your Android smartphone open the HTTP2Phone app and note your phone's IP Address which is shown at the top of the screen. In SalesPartner lookup a contact and click on the phone icon next to their contact number. Under Call Using select HTTP2Phone and open Settings. In the IP field enter your smartphone's IP address. Click Call to send a command from your PC to your phone to launch a phone call to your contact. Your settings will be saved for future phone calls. Remember to keep HTTP2Phone open when you are calling via SalesPartner. If you encounter a socket error, first check that your phone's WiFi is switched on. Then make sure the IP address of your phone still matches the IP address in SalesPartner.
In this walk-through we'll export a CSV file of commercial sales statistics from reinz.co.nz and import them into SalesPartner for use in Comparable Market Analysis reporting. 1. Export a CSV of commercial sales Log into https://reinz.co.nz/ Open the Statistics Portal Open Classic Search. Under the Classic tab, select a Region and Council if applicable. Under the Categories menu expand the Residential and Rural options using the arrows on the right then Toggle All to exclude listings from those categories. Expand the Commercial options and click Toggle All to include commercial listings in your search results. Under Show | Hide Columns, check that all columns are set to shown. Click on the Date tab to adjust the date range (12 months by default). Under Export As... click as CSV. Note: Do not open the downloaded CSV in Excel - this can cause formatting errors to occur. 2. Import the sales CSV into SalesPartner Open SalesPartner, More, Import Data, click REINZ Import Sales Stats (CSV) Look for the downloaded REINZ statistics CSV file in your Downloads folder, and click Open. Click Begin (leave the Category setting on Residential because the layout is the same). 3. Produce a CMA Open SalesPartner, Gallery, Sales tab. Filter as desired by Floor area and Suburb. Optional: follow this guide to add photos to your sales records: Select comparable sales and press Ctrl+P to open Print Reports. Double click or right-click Open to view the Photo CMA template. The Photo CMA template calculates the Floor price per square meter automatically. You can email, print, or save the comparable sales report as a PDF using the top menu options.
Follow these steps to email a listing to your contacts from SalesPartner. Step 1. Lookup a Property Open the Gallery and double click into the property you wish to email. Step 2. Select Contacts Open Contacts and click Enable Property to show your selected listing from step 1. Click on the Email Filter to show only contacts who have an email address. Select contacts to email or click All. Step 3. Send an email Open the Letter icon to select a template. Double click the letter template: CFP new listing 1 photo Click Email All and enter a subject then click OK.
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