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Version: 14.0.35.0

25/6/2019

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  • Gallery performance improvements
  • Gallery sales order and selections bugs fixed
  • Colour coded priority menu for activity
  • Custom reports selections display bug fixed
  • Print reports screens full screen again
  • Special character handling improved for Trade Me API uploads
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OfficePartner: Editing commission available dates

21/6/2019

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An operator realised that after correcting a commission amount, the commission's available date was incorrect. When a commission is made available, the available date is set according to the computer's system date in Windows. The date cannot be manually changed.
Solution: The first task is to remove the commission items from the salesperson's invoice so that they can be made unavailable and then available again with an adjusted Windows system date. The invoice must be uncompleted first if necessary.
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Then adjust the computer's Windows system date and time to the desired available date, and open the sale record in OfficePartner. Click Make Unavailable to make the commission items unavailable, then click Make Available to apply the correct available date.
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Back in the salesperson's invoices tab, select the invoice and click + to add the commission items back in. Here you can confirm that the Available date is correct.
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Notes: For this scenario the change was performed in a lab virtual machine so that we could restore the data into the production environment where a system date change was not allowed. In a Hyper-V virtual machine, you'll need to uncheck Time Synchronization in Settings > Integration Services to stop the VM's time from reverting back automatically when you attempt to change it.
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Troubleshooting PDF errors

19/6/2019

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This error occurred when saving a SalesPartner report as a PDF:
Error cannot start PDF document
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The error arose when an operator attempted to overwrite an existing .PDF file on a shared network location. By saving the report with a new file name the issue was resolved. A possible cause would be if the existing PDF file was open locally or on another device - in which case Windows Shared Folders would not allow an open file to be modified.
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Column options in the Contacts grid

17/6/2019

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Question: How can I show my contact email addresses in the Contacts grid?
In the top left corner next to the column headers, click on the small hamburger menu to show the column options. Then tick email to show the email address column.
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Tip: Drag and drop column headers to reposition them. You can hover over column dividers to adjust their width.
Column preferences are automatically saved for future sessions.
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Synchro-Server configuration for hosts running 12.0.1.0

14/6/2019

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In environments where a host computer's Synchro-Server is mounted on SalesPartner versions 12.0.1.0 onwards, socketserver.exe requires elevation for clients to successfully transfer data. Note: SynchroServer requires an update to support 64bit Trade Me ID numbers which you can download from:
http://salespartnerdownloads.weebly.com/
On the computer where SynchroServer is installed, open C:\spartner\Synchro and right-click scktsrvr.exe. In the Compatibility tab, tick Run this program as an administrator. Restart the computer to apply changes or you can manually restart the SocketServer via the system tray.
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In this example, an agent's computer produces the following error when they attempt to sync listings after their office's front desk machine updated SalesPartner to 12.0.1.2: Cannot access directory. File or directory does not exist. File: C:\Windows\System32\Pdoxusrs.Lck Permission denied.
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Once the SynchroServer computer is configured as described above, the issue will be resolved. This error will not arise if the Socket Server is running as a system service.
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"SalesPartner helps me extract maximum value from my
biggest asset - my database".

Andrew Duncan
www.agentmonday.com


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Developed in Wellington, New Zealand
SalesPartner Software - established in 1993
Leading-edge software for real estate salespeople