SalesPartner has an open home questionnaire template that has been designed to obtain additional buyer feedback from property visitors. In Listing Entry, click Print Reports (Ctrl+P) and under the Flyer tab double click Open home questionnaire. The format allows potential purchasers to provide you with additional insight into their motivation. They'll also be able to share their opinion on the listing's marketing and value position in relation to similar properties.
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Part 2. Configure a client PC on the Local Area Network Requirements: SalesPartner 14 is installed and updated to the latest version on the target workstation, and the device is connected to the same local area network as the server in Part 1. 1. Lookup the IPv4 address of the server On the server you configured in Part 1, open a Command Prompt window and enter ipconfig to lookup the IPv4 address of the server that the client workstation will be connecting to. ipconfig 2. Create a New Connection Definition on the client PC On the client workstation open the FDAdministrator. C:\spartner\FDAdministrator.exe
To review the new connection definition open: C:\spartner\FDConnectionDefs.ini 3. Create a new desktop shortcut Create a copy of the existing SalesPartner desktop shortcut and rename it SalesPartner MariaDB. Right click the new shortcut, open Properties and enter the target path for the MariaDB definition then click Apply. C:\spartner\rezy.exe /db=MariaDB 4. Testing and Next Steps Run the two instances in parallel then create and compare new records as well as read, write, and delete events. The INI sharing paths for Pics1 and letter/report Templates are shared in the standard fashion.
Part 1. Configure a Local Area Network Server Follow this guide to configure a SalesPartner server using the open-source SQL server MariaDB relational database system. This is a foundation example for multi-user environments including on-premise, hybrid-cloud, and cloud-only. Requirements:On the host PC which is running Windows 64-bit operating system, SalesPartner is installed and updated to version 14. The copy of SalesPartner that is being migrated must be backed up using Offsite Internet Backup. 1. Install MariaDB The latest production MariaDB 64-bit installer (MSI) can be downloaded from the MariaDB website: https://downloads.mariadb.org/ Run the installer using the default settings. On the Default instance properties window enter a new root password and tick Enable access from remote machines for 'root' user. Click Next to install as a service and enable networking. Then click Install. 2. Create a new database Open HeidiSQL and click New to create a new session named salespartner. Select the Network type = MySQL (TCP/IP) Enter the root password you created previously and click Open. Right click on your session in the left panel and click Create new > Database. Name the new database salespartner. 3. New Connection Definition Open the FDAdministrator application in this location: C:\spartner\FDAdministrator.exe
To view and check the new connection details open c:\spartner\FDConnectionDefs.ini 4. New Desktop Shortcuts Create a copy of the existing desktop shortcuts for SalesPartner and SalesPartner Utilities, and rename them:
Open the Properties for each new shortcut and in the Target field enter as shown then Apply:
5. Restore Data into MariaDB Important: Open the Utilities MariaDB shortcut and verify the connection info before continuing. In the following step the tables will be purged in order to create the required empty tables for the new database. Open Advanced, Empty / Reread Data File, Empty All Tables and click Yes to proceed. Click No when you are prompted to leave the system table. ETC = 2 minutes. Close Utilities MariaDB and open SalesPartner MariaDB. Follow the launch prompts then open the System File and enter the registration for the copy of SalesPartner you intend to restore. Change the System Number, then Close SalesPartner to save changes. Open Utilities MariaDB (check connection info), OffsiteInternetBackup. Log in and Restore the latest backup. ETC to complete restore 5-25 minutes depending on database file size. Open SalesPartner MariaDB to confirm that the data has restored into the new environment. Continued in Part 2: Configure a network client
In SalesPartner version 14.0.47.0 the new monthly real estate e-newsletter template for July 2020 is now available to email to your contacts. A feature property is supported along with your web-link of latest available properties. Sample below:
Step 1. Update SalesPartner Each month version 14 users will be prompted to update SalesPartner. This update will automatically download the latest monthly newsletter template. Updates will normally be published on the first Tuesday of each month. Step 2. Select ContactsOpen Contacts and click Email Filter (to show contacts with email addresses). Click Enabled and lookup your feature listing (if applicable). Click All then click Letters. Step 3. Send the e-newsletter Double click the CFP newsletter attached template. You can personalise the newsletter content. When you're ready to send it click Email All, enter your subject line then click OK. Activity will automatically be recorded for each contact. Contact us for support with emailing, weblinks, email configuration, and contact groups.
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