Follow this guide to recover a sale that has been mistakenly withdrawn in OfficePartner.
In OfficePartner > Sales
Deselect the C & S sale status buttons to reveal all sale records. Scroll to the bottom of the list (where the most recent sales are listed in order of sale number. Double click into the withdrawn (green) sale.
Use Change Sale Status to change the sale's status from W to C (conditional). You should also change the Listing's status from A to C.
Use the tick button to save your changes.
Back in Sales, click C to filter conditional sales. Click Refresh, and enter the sale's sale number in the search box. The sale is now Conditional.
To backup Rentals in Rental Utilities > Offsite Internet Backup > Backup and go, first you must ensure that these apps and services are not running:
Check to see if the Socket Server and / or the Rentals Server are running in your system tray (next to the date and time). You may need to expand the system tray (up arrow) to view all tray icons. Right click each service and click Close.
Open the task manager using Ctrl+Alt+Del or Windows + X, Task Manager. In Processes, check that Rentals.exe and RentalUtil are closed before attempting to re-open Rental Utilities. Right click a process to End Task as required. You can also use End Task to close the Borland Socket Server if you see that it is still running.
Once all the background services and any additional instances of Rentals / Rental Utilities / Socket Server / Rentals Server are closed, then the backup will work normally.
Note: Restarting your PC is one way to ensure that Rentals, Rentals Server, and Rental Utilities are closed. However you will need to check that Socket Server is not running in your system tray because Socket Server is usually a scheduled Startup task (automatically launches on startup).
You can instruct Trade Me to email new listings in your area as they become live.
Log into Trade Me (use your personal account or create one if required).
In Trade Me Property > Search, select your search location and criteria. Note you can select multiple suburbs. Then click Search.
Now click Save this search
Click View My Favourites
Review your email preferences
Import a Trade Me listing
Copy the listing's Trade Me listing number.
Open SalesPartner > More > Import Data > Trade Me > Single Listing
Enter your personal Trade Me account credentials when prompted to grant permission to SalesPartner.
Once the listing is downloaded you can click yes to view the listing in Listing Entry.
If you need to reverse a trust account reconciliation, first backup SalesPartner.
Open OfficePartner > Trust > (B) Bank Reconciliation Items
Click Delete Latest Statement > Yes
Now close Bank Reconciliation Items and open (C) Clear Bank Items.
Select your desired date range and click OK to restart clearing bank items from the deleted statement.
You can create a PDF copy of your contact database with all details including activity.
Open Contacts and select All (Ctrl+A). Click Print Reports.
Open the Contact List, all details template. For large databases the report may take a minute or so to load.