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Uploading copied / old listings to Trade Me

3/4/2020

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If you are uploading a listing that has been copied from an old listing or has been withdrawn and relisted, you'll need to delete the old Trade Me listing ID before uploading it to Trade Me again.
In Listing Entry, under the Internet tab delete the old Trade Me ID before clicking Upload to TradeMe. If a Trade Me classified listing has expired or been withdrawn then the old Trade Me ID cannot be reused.
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Tip: Use the internet explorer icon to test the Trade Me ID in your browser. If the listing shows on Trade Me then the ID is valid. If the listing shows as expired or not found then the ID is invalid.
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Listing agreement template

2/4/2020

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The listing agreement template in SalesPartner is a generic agency contract which can be modified to suit your requirements.
The template can be printed blank but will merge many details of your appraisal listing if they have been entered in SalesPartner. This can improve readability and efficiency by minimising handwritten comments and double entry. You can also export the agreement as a PDF which can be signed electronically.
In Listing Entry add an appraisal listing and click Print Reports.
https://www.salespartner.co.nz/appraisals.html
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Under the Listing Kit open the Listing Authority template.
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Export options include:
  • Email
  • Save as PDF to your PC or your listing's Media folder
  • Print
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An additional export option under save is RTF - a Microsoft Word compatible format. Although some aesthetic formatting is not preserved in this export, the document is usable. From word you can save the file as a .Docx which most parties should be able to edit.
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To save the listing authority as an RTF for MS Word, click Save and drop down Save as type to select RTF File (*.RTF)
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Zoom Video Conferencing

31/3/2020

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Zoom is a popular free online meeting system with cross platform apps to support iOS, Android, or Browser based access.
It's easy to sign-in using your email, Gmail or Facebook account for authentication. When you host a meeting you can email, txt, or message your meeting URL to your participants who can join without creating their own accounts.
https://zoom.us/
https://zoom.us/signin
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The time and group limits for the basic free package are generous (40 minutes per meeting, up to 100 participants), and the app performance is impressive with minimal lag or freezing. The audio is clear and works well over speakers or headsets. The app will intelligently switch focus to the current speaker and compress their audio for signal clarity. The app is optimized to work well on tablets and smartphones as well as notebook or desktop PCs.
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How to combine contacts

30/3/2020

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Question: How do I merge three duplicate contacts into a a single contact?
Solution: In Contacts you can use Combine Contacts under advanced tools to merge duplicate records into one.
Open Contacts and select the contacts you wish to merge. Click Tools, Advanced Tools, Combine Contacts.
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Select the primary contact which the other contacts will be merged into. In this example I've selected the contact that has additional contact details.
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Click Yes when prompted then you can review the log. Note that activity records are preserved and vendor links where applicable are retained to prevent orphaned listings.
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The activity records from the deleted contacts are shifted into the primary contact's journal.
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Duplicate contacts may be visible to admins on a centralised instance if a contact has been entered by multiple salespeople. For example if an office is running SalesPartner-Cloud, agents may have client overlap through entering open home visitors.
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Working remotely

23/3/2020

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For office administrators considering e-commuting options, there are a number of practical options we can support you with.

Remote Desktop

Remote desktop options such as TeamViewer, AnyDesk, Splashtop and LogMeIn allow you to connect and control your office workstation remotely from your home PC. If you have access to your office Router we can also configure Microsoft Remote Desktop (target requires Windows 10 Pro, Ultra Fast Broadband recommended).

Chrome Remote Desktop FREE
  • https://remotedesktop.google.com/
Free subscription options:
  • https://www.teamviewer.com/en/
  • https://anydesk.com/en
Free trial options:
  • https://www.splashtop.com/
  • https://www.logmein.com/
Microsoft Remote Desktop setup guide:
https://www.salespartner.co.nz/news/how-to-setup-remote-desktop-in-windows-10-pro

Cloud Storage

Cloud storage is ideal for when you have folders and files you need to share or access remotely or from multiple devices. The most popular services are Dropbox, Google Drive, and OneDrive.
  • https://www.dropbox.com/
  • https://www.google.com/drive/
  • https://products.office.com/en-us/onedrive/online-cloud-storage

Teleconference and group messaging

Google Duo https://duo.google.com/about/
Simple high quality video calls for tablets, computers, and iOS / Android mobile devices. Login using your phone number.
Skype / Skype for Business Basic https://www.microsoft.com/en-nz/download/details.aspx?id=49440
Support for up to ten participants for video conferencing. Multiple platform clients available.
Facebook Messenger https://www.messenger.com/
Ideal for group chat messaging with support for group calling.

More information

If your office is running SalesPartner-Cloud we can allocate additional seats or provision extra devices (Notebooks, desktop and tablets) depending on your requirements. There are also hybrid options for non-cloud deployments such as backup and restore with shared folders to sync photos, reports, and letters automatically.
SalesPartner-Cloud is scalable from economical virtual desktops for individuals and teams, through to multi-office shared instances for admin as well as salespeople.
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"SalesPartner helps me extract maximum value from my
biggest asset - my database".
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andrewduncan.co.nz
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Developed in Wellington, New Zealand
SalesPartner Software - established in 1993
Leading edge software for real estate salespeople