This week we've researched Windows conventions, so that SalesPartner can be easier to use for anyone who has used Microsoft applications (and who hasn't?). Improving accessibility using features like keyboard shortcuts not only benefits power-users, but will also make SalesPartner easier to use on touch screens (enhanced context menus).
"Open" is added to the report context menu - use Tap and hold on tablets.
Send SMS has joined the action menu in Contacts. Send SMS is validated, so that it is only available when it should be.
To use Send SMS, select contacts with mobile numbers
Use keys 1-4 on your keyboard to quickly select a bedroom filter option
You can attempt to download Realestate.co.nz information for any listing. SalesPartner will search for your listing using the agency reference. If your listing is found, the Realestate.co.nz ID will be added along with the listing data and photos.
ID numbers are used to generate PDF links and QR codes
Wherever a look up or search option exists, you can launch it by pressing ctrl + f or F4.
- Look up Listings
- Look up Contacts
- Look up Solicitors
- Look up Salespeople
Ctrl + f also invokes search boxes
When you upload your listing to REINZ E-Forms, superscript characters such as 200m² are automatically converted, avoiding any potential errors.
Special characters in Legal information are now acceptable for upload to REINZ E-Forms
SalesPartner reports now include your personal website address details.
The salesperson's website is displayed in flyer footers.
Type your website into your System File, under settings.
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