When you generate an appraisal report via Listing Entry > Reports > Listing Kit > Appraisal you'll be prompted to enter your appraisal price as the heading.
You must only enter a numeric value for the price to work. For example: '550000'
Do not include a dollar sign or comma in your expected sale price.
For an office that uses custom templates to create TV screen slideshows, after re-installing SalesPartner onto a new PC they noticed that their saved PDFs were publishing incorrectly and not displaying the full report.
Because their templates are a custom ratio designed for 16:9 screens, the solution is to manually adjust the page size dimensions via the Presentation save menu. The page size is remembered automatically for future presentations.
In OfficePartner, the Trust Reconciliation report template is hard-coded into the application. It cannot be edited from the custom reports folder like other templates. A workaround is to save it as a PDF and then open the PDF using Microsoft Word. This will automatically convert the report into an editable MS Word document.
Open the Trust Reconciliation report normally.
To save the report as a PDF, in printer settings select Microsoft Print to PDF. Then click Print to create the PDF file.
Right-click the PDF file, Open with > Word.
When prompted, click OK to convert the PDF to an editable Word document.
Now you can edit your Trust Reconciliation report as a Word document.
This error was encountered while trying to restore a local backup in SalesPartner Utilities on version 12. After re-indexing the error was resolved.
Follow this guide to transfer or copy contacts from one copy of SalesPartner into another. This method is useful when a salesperson wishes to give their contacts to another SalesPartner user, and also when moving standalone agent databases into a central e.g Cloud database.
Step 1: Source copy / Salesperson instance
In the source copy of SalesPartner open Contacts and select contacts for export. Click Tools > Export Contacts
Under Available Fields select the Contact table and click Add All fields for Selected Table.
In Selected Fields scroll down and select Contact.FullName then press Delete to remove it. This is because Contact.FullName is a concatenated field and will override the name syntax of your contacts. So it's best to remove it if you're moving contacts from SalesPartner to SalesPartner. Click OK to continue and save your SalesPartnerExport.CSV file.
Step 2: Destination Copy / Cloud instance
On the destination copy of SalesPartner open More > Import Data > Import Contact CSV, and select the CSV file you created in Step 1.
Select Match Fields to automatically detect and link compatible SalesPartner fields, then click Next.
Consider Deleting the default fixed field for Status Active. Your source file will already include the Status field. This default option exists so that you can automatically read-in all contacts as active - assuming you were importing them from Gmail or elsewhere for example.
Add Fixed Field can be useful where you wish to tag contacts for later filtering. Tip: Use the Other1-5 fields for this scenario because filtering is supported for the custom Other fields.