If you synchronize listings and find that your listing adverts are not being updated to match admin changes, check your settings to see if the Don't overwrite adverts option is enabled.
Open SalesPartner > More > Synchronize > Advanced.
Uncheck the Don't overwrite adverts checkbox to ensure that listing adverts are updated automatically.
For Realestate.co.nz listings, you need to complete the Realestate.co.nz details in Listing Entry - including pricing. When you select a Realestate.co.nz pricing option, the price fields will reveal so you can enter the price range (two fields min / max) or the price indicator (for asking price / BEO).
Use this chart as a reference to check whether your selected pricing option will include a published price indication.
For example: Can I select the Expressions of Interest option but not display a price?
No - the Expressions of Interest price option requires a price indication (that will be published). If the price indication is left empty then the listing will be rejected. Instead you could use:
If your original property photo file sizes are too large, you may find that the Thumbnail tab in Media is unresponsive or lagging. The solution is to resize the photos so that the file sizes are reduced to a more manageable resolution.
Here the original photos are over 10mb each. Click down-sample to resize all image files to a smaller standard resolution. 2048 X 1536 is quite high definition. As a benchmark Realestate.co.nz may publish photos around 1024 X 768.
If an office is running SynchroServer and is entering a salesperson's contacts into SalesPartner, then salespeople can sync their contacts into their own copies of SalesPartner.
Backup SalesPartner if you're unsure http://www.salespartner.co.nz/how-to-backup.html
To change a system number click Change Sys # and enter a number between 1-999. It may take a minute or two to complete the change depending on the amount of activity data. SalesPartner must be restarted to apply System File changes.
In this example, we're checking a salesperson's contacts are linked to their salesperson and have been given a code. We've used the column filter to show only contacts assigned to 'NM'
Client PC: Things to check
Click Save to close Synchro Server Options. Click Advance > Log In > Get Data
Click Review Data > Buyers tab to examine the contacts.
If you are ready to proceed click Read in Data to continue.
If a salesperson's GST or withholding tax rate has been changed in OfficePartner, you may need to recalculate the commission on an existing invoice.
Tip: Check a salesperson's details in OfficePartner > Salespeople > open salesperson > Utilities tab > Salesperson Details > Office Details tab.
To recalculate an invoice commission open Salespeople > open a salesperson > Invoices tab.
Only an incomplete invoice can be recalculated. Click UC to un-complete a completed invoice. You'll be prompted to deduct year to date totals accordingly - click Yes.
Now you can right-click the invoice to Reset Commission Details. This will recalculate the GST / Withholding tax so you can then do a correct pay run and complete the invoice.