Solicitors in SalesPartner are assigned a hidden status type: SOL. To export solicitors, you'll want to make SOL available as a Contact Status filter option via: SalesPartner > More > Settings > Contact Status. For more on Contact Status types, read https://www.salespartner.co.nz/contact-status-explained.html On an office license, you can then filter Contact Status by 'SOL', select All (Ctrl+A), and click Tools > Export Contacts. You can then select your desired fields or use Load Fields to load this pre-configured template Click OK to export the solicitors as a CSV file.
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In this version, we added INI Settings to enable enhanced Gallery performance for large databases. To speed up application launch and Gallery responsivity, you can adjust the Photos column calculations - which can severely impact performance for a large workload. The options are in SalesPartner > More > Settings > INI Settings > Gallery tab. - Don't check: The number of images in the Gallery > Photos column will be blank, but you can still use the photo filter or pictures view. This is the fastest setting available. - Check for first: The Gallery Photos column will show '1' beside listings where at least one photo exists. This is still quite fast compared to the default setting. - Give Number of Photo: On this setting the presence of Maps is not counted. Therefore any impact on speed is proportionate to how many listings include Map images - Give Number of Photos and map: The default setting. We've fixed an error in Listing Entry where you could not click View Vendor if the vendor's surname was blank. We've changed the Synchronization behaviour to better support teams. Specifically, the 'Don't Update My Vendors' setting switches to 'Don't Update Any Vendors' when a team license is detected. This provides vendor overwrite protection for multi agent instances of SalesPartner. We've modified the Realestate.co.nz uploader to detect and feed YouTube links for listings in Listing Entry > Internet Tab > Web Link.
You can import listings from an Excel CSV file into SalesPartner, from More > Import Data > Listings > From CSV. Imported vendors are assigned a surname 'Imported' automatically, to ensure that blank vendors are not created. If your source file includes vendor surnames, there are some additional steps required to import the surnames and bypass the protection mechanism. This procedure should be performed in a lab environment, not production. Backup SalesPartner and restore your data into another workstation. Import the listings, and match the vendor surname field into a placeholder field such as Legal Name. Open Contacts and expose the Other status to display your new vendors who will have 'Imported' as their surname. Use Tools > Advanced Tools > Give Code to assign LinkCodes to these vendors. Export the vendors as a CSV file from Contacts > Tools > Export Contacts. Use Add All Fields to create columns for every SalesPartner contact field. Open your new contact.csv file in Excel and replace the Surname field contents ('imported') with the contents of your placeholder field (the actual vendor surnames). Close SalesPartner and open SalesPartner Utilities > Advanced > Restore Blank Data > Contact > Restore Data File. Note: at this point the existing contact database is destroyed. The Code field is used to connect the vendors to their listings, but this field is not available for mapping in the contact import tool (to defend the database from being corrupted). However the match file can be manually modified to map the Code field. Open SalesPartner > More > Import Contact CSV. Select your CSV file and click Match Fields. Contact.Code field will be unmatched. Click Save Match, and save the match file to your PC. The Match will be saved as a file with no extension. Right click and Open with Notepad. Type 'Code' on the Contact.Code line, then Save - not as .txt, use the 'All Files' drop down option to replace the existing Match file. Back in SalesPartner > Import Contact CSV. Click Load Match to select your modified Match file, and check that the Contact.Code row is matched. Proceed and import your contacts, then confirm that the vendors have been imported and assigned correctly to their listings. To shift these listings and vendors back into your production environment, setup a synchronization connection to transfer the data. You can use the Reference Filter field to transfer only the desired listings - paste a comma separated list of references into the Reference Filter field, in batches of up to 250 listings per event.
You can email a Window Card from SalesPartner as a PDF attachment. Open the report, and click Email. If your report template contains custom fonts, tick Embed Fonts, click OK. Enter the recipient's email address, and click Next. The email signature message template will be selected by default - click Finish to proceed. Enter your Subject and message, then click Send.
For operators who run both OfficePartner as well as SalesPartner simultaneously, the applications should be opened in this sequence: 1. Launch SalesPartner 2. Launch OfficePartner Failure to open these apps in the correct sequence can result in SalesPartner launch errors. If you open OfficePartner then attempt to open SalesPartner while OfficePartner is still running you may see this error. To resolve this error: Close OfficePartner and open SalesPartner first. Important: You must enter your OfficePartner password to close the application. If you click Cancel in the password dialog window your session will be locked.
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