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Troubleshooting: Open Homes on Realestate.co.nz / openhome.csv errors

28/7/2016

If you receive an openhome.csv error when you upload listings to Realestate.co.nz, you'll need to check several settings on your PC.

In Control Panel\All Control Panel Items\Language, the English (New Zealand) language pack should be installed and moved up into the default language position. You will need to sign in again or restart your PC to apply a newly installed language pack.

In Control Panel > Region > Location tab, Home Location should be New Zealand

In Control Panel > Region, your Format should be English (New Zealand)

In Short date: the format should be d/MM/yyyy

In SalesPartner > More > Settings > INI Settings > Email tab

Enter your office email address into the Address field. You'll receive openhome.csv error reports through this address.

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Business Intelligence

26/7/2016

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What kind of marketing tools are available in SalesPartner?

First let's import and analyse 36 months worth of residential sales data from your farming area.

In Gallery, open Tools > Show on Map to visualize the sales.

Notes: Initial Location processing can take several minutes depending on the size of the data set. As a rough guideline you should aim to select at least 500 sale records for a large suburb.

You'll often see patterns where sales occur more frequently in certain streets and areas. Your local market knowledge can shed insight into reasons why.

Clustered sales may occur in close proximity. In some cases vendor motivation may be boosted when a nearby sale achieves a result above expectations.

You can enable Satellite mode to help identify local amenities. Look for patterns of intense activity around high visibility areas such as bus routes.

Try applying a Gallery column filter like: Days on Market = less than 30, to identify sought after pockets with above average turnover.

Takeaways:

- Use market insights to help define your target area and improve the ROI for your prospecting efforts. Instead of targeting a large area, create a defined list of streets where sales occur more frequently.

- Where you detect patterns, increase your profile in these areas and look for emerging hot spots when a recent sale achieves a record result (bidders at auction, tenders, website views).

- Check local listings for obvious potential listings such as private sales, expiring listings, withdrawn listings, vacant investment properties.

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How to: Calculate Expiry Dates

25/7/2016

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I'm downloading listings and want to know when they expire, can SalesPartner tell me which listings are 90 days old?

In SalesPartner Reports you could use an expression to calculate a listing's theoretical expiry date by adding 90 days to the listed date.

CALCDATE(Listings.ListDate, 90, 0, 0)

Alternatively you could replace a standard Listings.ExpiryDate field with this argument to show the calculated expiry date only when an expiry date is not found. In this example the calculated date is tagged with an asterisk so you can reference the behavior in your report footnotes.

IF(Listings.ExpiryDate <> '', Listings.ExpiryDate, CALCDATE(Listings.ListDate, 90, 0, 0) + '*')

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Set up: Vendor Logins for Online Reporting

21/7/2016

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How to set up online vendor reporting using VendorOnline

VendorOnline can speed up your vendor reporting. Listing activity is automatically loaded on the vendor's activity webpage. Instead of preparing each vendor's report individually, you can email group notifications each week.

In this lab we'll install VendorOnline on Windows Server 2016 (Preview) in Microsoft Azure. The VendorOnline service can also run on Windows 10.

The vendor online service is installed on a server with configured endpoint.

Requirements: In SalesPartner > Settings > System File > Register tab > Vendor Online must be registered. You can request a vendor online registration code from SalesPartner Contact us.

The Vendor Online registration allows you to allocate Vendor Passwords for your listings in Listing Entry > Vendor tab > New Password. You must allocate vendor passwords to enable online access.

Router / endpoint configuration

Configure your Router / Network Security settings to allow TCP Port: 8889

In this example we've configured a Network inbound security rule for a Microsoft Azure virtual machine. If your Windows Server is on premise, you can configure your router NAT / Port Forwarding rules - a static IP is strongly recommended.

Once you've configured your rule, in PowerShell use Test-NetConnection [address] -port 8889 to remotely test connectivity using either your public IP address or a DNS address (if available).

Test-NetConnection <URL> -port 8889

Install SynchroServer

On your Windows Server install Vendoronlinesetup from the SalesPartner Downloads webpage. Launch VendorOnline Server.

On your Windows Server, install the latest version of SynchroServer which includes SupportServer, SocketServer and SynchroServerConfigurator.

Add SocketServer, SalesNet, VendorOnline and SupportServer to your Start programs. Ensure these services are running in your System Tray.

Tip: In Windows Server 2016, add shortcuts to (Run) shell:common startup

Open (right click Tray icon) SocketServer > Properties > Connections > uncheck Registered Objects Only. Restart SocketServer to apply changes.

Open Control Panel\All Control Panel Items\Windows Firewall > Allow an app or feature through Windows Firewall. Add SocketServer and VendorOnline to Allowed apps and features (Private networks).

On a separate PC connected to a external network from your Server, open your browser and enter your URL/IP address including the port.

The Log in screen should be displayed. If the Log in screen does not appear, you may need to troubleshoot the steps above. You should also check your Antivirus exclusions and Firewall. Check for on-screen errors on your VendorOnline host server.

To log into the portal as a vendor, enter the Listing's reference code (= User ID) in the top field. Enter the system generated Vendor Password into the lower field. Click Log in.

Note: The Log in page will show your System File > Company Name and Salesperson Name as the Registered to identity.

Create a VendorOnline Email Template

Copy your VendorOnline Portal address URL.

In SalesPartner open Listing Entry > Letters

Select CFP to vendor - login.rtf > click Edit.

Delete the [INSERT LINK] text.

With your cursor focused in the empty space, click Insert > Hyperlink. The link lets the vendor click through to their log-in page from your email.

Paste your VendorOnline portal URL into both hyperlink fields, click OK.

You can edit / modify your template layout and script. Click File > Save > and give your template a new name. Note: CFP* templates are updated periodically, so save your template with a unique name to preserve your changes.

The template includes several useful merge fields.

<VendorGreeting> - Merge the vendor's first name into email

<ListingsStNoStreet> - Merge the listing's street address

<ListingsRef> - Merge the listing's reference code. This is the vendor's User ID for the Portal

<VendorPassword> - Merge the vendor's password

Open your Letter to verify the merge fields and Hyperlink are working correctly. To send a test to yourself, edit the vendor's address or create a listing for testing purposes and load your own contact information in vendor details.

VendorOnline

The online vendor report will show your Company logo (as installed in SalesPartner) and your company name (System File).

The Listing Agent's photo and contact details are displayed (sourced from SalesPartner).

All activity types including uncompleted are shown by default. Note: Activity Notes are not published. Activity Names are not published. Activity Description is published.

Distribution

With VendorOnline, you can deliver your vendor reports quickly.

Open Gallery, and Select your listings

Open Letters, and open your custom VendorOnline template.

The selected listings will be merged into a stack of personalized emails. Note the counter in the left corner.

You can add general market commentary into the body of your email. Your changes will be replicated across all emails in the stack.

Click Email All to enter your subject and click Send

Notes:

VendorOnline can be hosted on-premise providing a persistent always-on Windows PC is available (such as a desktop). Your router must support NAT rules. Your IP address should be fixed/static.

VendorOnline is not available for SP-Cloud subscriptions with less than 5 seats.

VendorOnline is suitable for Hybrid-Cloud and Cloud-only (min 5 seat) environments.

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Troubleshooting: Stack Overflow errors

12/7/2016

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A common cause behind Stack Overflow errors which occur in OfficePartner is where a user has maximized a screen that does not support maximization, and these settings have been written to the user's rezyOffice.screen.ini file in AppData. To correct the INI file, open Explorer > %AppData% > rezyOffice.screen.ini using Notepad (or open rezy.screen.ini for SalesPartner, however SalesPartner is much more resilient to these scenarios).

In this particular case, the Trust Account Bank ReconciliationIsMax screen had been inadvertently saved as =1 (maximized). To resolve the error, we changed this entry to Trust Account Bank ReconciliationIsMax=0.

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Troubleshooting: Open Homes on Realestate.co.nz / openhome.csv errors

Business Intelligence

How to: Calculate Expiry Dates

Set up: Vendor Logins for Online Reporting

How to set up online vendor reporting using VendorOnline

Router / endpoint configuration

Install SynchroServer

Create a VendorOnline Email Template

VendorOnline

Distribution

Notes:

Troubleshooting: Stack Overflow errors

Admin
Geoff Duncan

Archives

Categories

Troubleshooting: Open Homes on Realestate.co.nz / openhome.csv errors

Business Intelligence

How to: Calculate Expiry Dates

Set up: Vendor Logins for Online Reporting

How to set up online vendor reporting using VendorOnline

Router / endpoint configuration

Install SynchroServer

Create a VendorOnline Email Template

VendorOnline

Distribution

Notes:

Troubleshooting: Stack Overflow errors

AdminGeoff Duncan

Archives

Categories

Admin
Geoff Duncan