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OfficePartner: Top salespeople in a date range

31/7/2018

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Question: In OfficePartner, how can I find out who the top salespeople were in a date range, such as from 2016 to 2017?
In OfficePartner, open Salespeople and click All to select all. Then open Reports.
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Double click to open Commission Summary, then enter your date range and click OK to continue.
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The top performing salespeople (by commission) are listed first. There may be multiple pages.
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How to: move images or logos in letters

30/7/2018

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Question: I want to reposition the logo in my SalesPartner letter to the right. But when I drag it across, it reverts back to the left automatically.
Whether you're editing the template or editing a merged letter on the fly, the solution is the same.
Click on the image so it shows as selected.
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Right-click the image and select relative to paragraph - auto wrap left or right.
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Now drag the image to the desired position using your mouse.
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The image / logo will remain where you place it. If applicable, text will wrap around the image automatically.
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DL cards thumbnails not showing in report selection (version 14)

27/7/2018

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On an instance of version 14, the DL Cards tab under Report Selection was not showing the report thumbnails. Troubleshooting ruled out Windows scaling including font scaling, hidden task-bars and other Windows display settings. Eventually the issue was fixed by re-installing SalesPartner from scratch (V12 install migrated to V14) with only Reports, Pics1 and Letters folders left in place (the remaining spartner folder items were recycled along with %appdata% and rezy.ini. Once the fresh install completed and the latest Offsite Internet Backup was restored, the DL cards tab functioned normally.
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How to: Print a second agent on reports (for salespeople)

25/7/2018

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Agents can print a second agent on their SalesPartner reports using the main menu salesperson options.
In SalesPartner
  • click Salesperson (options) and
  • select Choose second agent.
  • Lookup and select the second salesperson then click OK to select them.
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The selected second agent is displayed:
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Close Salesperson options to continue.
The selected second agent is now printed on reports (if supported).
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Adjust zoom settings to increase or decrease font sizes

23/7/2018

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Question: How do I make screens easier to see? For example how can I make the To-Do List font size bigger?
To edit screen zoom settings in SalesPartner open More > Settings > INI Settings > Misc tab. Restart SalesPartner to apply changes.
Tip: To keep the scale consistent, you should increase or decrease the zoom by increments of 25%. Your ideal zoom setting should be 150% (large fonts), 125% (standard), or 100% (small).
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Zoom for fixed sized windows:

  • Contact Entry
  • Listing Entry

Zoom for variable sized windows:

  • To Do List
  • Gallery
  • Contacts
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"SalesPartner helps me extract maximum value from my
biggest asset - my database".

Andrew Duncan
www.agentmonday.com


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Developed in Wellington, New Zealand
SalesPartner Software - established in 1993
Leading-edge software for real estate salespeople