For the new REINZ sales stats, the sale date is handled differently to how it was for the old CSV layout. If you're INI gallery settings are currently On reports use Unconditional Date, you'll need to change the drop down menu to On reports use Unconditional then Agreement Date instead. Otherwise the graph reports won't be able to separate the sales by month correctly.
If your sales graph reports don't look right, open More > Settings > INI Settings > Gallery tab, and for On reports use select Unconditional then Agreement Date. A restart is not required to apply this change, but the preference is saved for future sessions.
On a multi-user version 12 RemoteApp deployment, an operator found that SalesPartner would not open and reported that the session was locked by another user in their office. The solution in this case is for the systems administrator to delete PRIV* and TMP folders including all subfolders for each user from C:\spartner\ on the Session Host server virtual machine.
An operator encountered a wDF...dll missing error when trying to save a report as a PDF in OfficePartner.
The solution we found was to install a copy of the missing dll file from a legacy instance here at HQ. The missing .DLL file in this case was WPDF300A.DLL.
An office manager asks: How can we create a promotional list of sales by agent?
In Gallery, open the Sales tab and make sure that the ListBy column is enabled (check that ListBy is ticked in column tools at the top left corner of the grid). You can drag and drop the ListBy column to move it into a visible area.
Hover over the Listby column header and click on the chevron to open the column's filter options.
Select one agent who you wish to print a list of sales for.
Now select the agent's sales. Note: do not use the All button because All does not recognise the filtered list. Instead select sales individually or hold Shift and tap down-arrow to quickly select multiple sales.
Click Print Reports
In Standard reports under the Promos tab, you can enter custom headings when you double click on a report.
For this report I have switched to the salesperson's login on the main menu so that their contact info shows in the corner.
To deactivate the salesperson filter back in the Gallery, just click on the X in the grey filter banner along the bottom of the Gallery screen.
When Listings Synchroniser is mounted on an instance of version 14, the FDConnection Definitions file (FDConnectionDefs.ini) must be copied (normally from C:\spartner\) to:
C:\Program Files (x86)\Listings Synchroniser\
Otherwise an error will appear on launch stating that the definitions are missing.
Exception EFDException in module ListingsSynchro.exe at 0036B0EA. [FireDAC][Stan][Def]-254. Definition [Rezy] is not found in .
As in earlier iterations, Listings Synchroniser requires elevation / must be run as administrator. To do so, right click the Listings and Photo desktop icons and in the Compatability tab tick Run as Adminstrator.