From Monday 24 April 2017, new registration codes will be available for current subscribers to install. You will be prompted to re-register when you open SalesPartner. A 7 day grace period either side of 1st May allows you to reregister before automatic data locking is enforced. The Grace period will end on 7th May. After the grace period, a new valid registration code will be required to access SalesPartner. Should you be unable to re-register automatically when you press the reregister button please contact us to request your code so that you can enter it manually. Cloud versions and salespeople running databases on office systems should follow the same process to confirm their registrations. When you successfully reregister the number goes green and the re-registration window illustrated below will not re-appear. If this is not the case for you please let us know as soon as possible so we have time to track any missed subscriptions during the grace period.
Question: When I'm printing CMAs and sales reports in SalesPartner how do I change it to use the unconditional date instead of the agreement date (default)?
Answer: Open More > Settings > INI Settings > Gallery tab
In the On reports use drop down menu, select Unconditional Date, click OK
The Unconditional then Agreement option may be used where a sales database contains some sales that do not include unconditional dates.
See also: importing REINZ sales statistics in https://www.salespartner.co.nz/download-listings.html
In Contact Entry > Photo tab, you can link a photo and/or a business card to a contact.
First the contact must have a code.
To assign a code to a contact, open Contact Entry > Details tab and click New Code > OK
Open Contact Entry > Photo tab and right click on the photo / business card placeholder, then click edit to open explorer and select an image.