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Version 14.0.56.0 release notes

23/1/2021

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Scheduled for Tuesday 26/01/21
New in Gallery you can filter by RV through Other Selections. This was added so when you are comparing sales, you can exclude new-builds by entering an RV range of 1-999,999,999
REINZ statistics import fixed 📃
In Listing Entry, Features, if you have pasted links into Private Features you can open them by pressing Ctrl and you left click the URL.
In Listing Entry the pic 1 thumbnail (top right corner) supports paste to quickly insert a main photo. This is handy when you're entering an appraisal from PropertySmarts and want to copy the property image.
The SMS interface has an emoticon button so you can insert emojis as you compose a text message. The behavior is identical to pressing Windows + '.'
In Contacts, when you right-click a contact you can open their property record in Listing Entry (if applicable).
When you preview or edit a letter, the template name is displayed in the window title.
In Listing Entry, Internet tab, the Additional URLs table will detect URL types based on the address for example detect automatically assign the YouTube videos type as 'YouTube'.
In Letters (preview mode) Save as Template now correctly defaults to the letters INI path instead of My Documents.
In Select Letters, when you sort by date the order is newest first.
In Presentation Helper when you create a GIF the letterbox background is black.
In Presentation Helper you can select and delete multiple pages at once (keyboard button or right-click)
Fixed an issue where on an office copy if you added a new salesperson and logged in as them, Contact Entry would not open (unless they had been assigned at least one contact).
In Contacts, the sort-by address order is optimised for Direct Mail, in terms of the numerical sequence of addresses. So if you're canvassing streets your addressed mail will be printed in delivery order.
Note if you're using multiple databases, the screen INI settings (position and window sizes) are not saved unless you're using the default Rezy database. When the main form title caption is changed, the window locations are not remembered.
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Who should I send new listing SMS alerts to?

22/1/2021

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If you're sending new listing text messages to buyers you've matched, you should aim to define the audience by approximately 3 to 6 months in terms of their last activity or visit (not including your regular email newsletter).
One approach is to create buyer groups for each listing, then you can contact those buyers when a similar property is listed. Or you can also filter by activity type visits if you've entered inspections in SalesPartner.
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Field testing: group SMS

21/1/2021

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In sending out a batch of 170 messages on 2 second delay, the phone received the instructions (not a failure) but did not send the message. For future campaigns, we'll run a 7 second delay and also check the phone isn't busy with other apps running in the background.
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Reports editing: total number of buyers

19/1/2021

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For a new report template, we're printing a list of buyers from contacts and need to show the total number in a summary band.
This can be achieved with an expression or with a simple system count field.
'Total: ' + RECORDCOUNT('Tmp') + ' Records'
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Newsletter template: January 2021

14/1/2021

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In SalesPartner 14.0.55.0 the e-newsletter for January 2021 is ready to email to your contacts. Sample below:
cfp__newsletter_attached_jan_21.pdf
File Size: 169 kb
File Type: pdf
Download File

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Step 1. Update SalesPartner

Each month you will be prompted to update SalesPartner. This update will automatically download the latest monthly newsletter template. Updates will normally be published on the first Tuesday of each month.

Step 2. Select Contacts

Open Contacts and click Email Filter (to show contacts with email addresses). Click Enabled and lookup your feature listing (if applicable). Click All then click Letters.
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Step 3. Send the e-newsletter

Double click the CFP newsletter attached template.
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You can modify the newsletter content for example by adding an introductory paragraph on the local market activity. When you're ready to send it click Email All, enter your subject line then click OK.
Tip: Press Windows + [.] to open the emoji tool as you compose your subject line. An emoticon will help your email stand out when your recipients scan their inbox.
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Activity will automatically be recorded for each contact. Contact us for support with emailing, web-links, email configuration, and contact groups.
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SalesPartner Software - established in 1993
Leading-edge software for real estate salespeople