Blog Archives

SQL for importing mobile phone numbers via CSV

30/9/2020

Two useful SQL scripts for handling imported mobile phone number prefixes. These batch commands are used in the Settings, Admin-only (password restricted), Data Explorer.

Refer to this guide for tips on how to preserve leading zeros when importing or transferring exported contacts via CSV.

https://www.salespartner.co.nz/news/handling-mobile-numbers-and-leading-zeros-in-csvs

For a large database there may still be contacts with leading zeros missing on their mobile numbers. This script will display all contact records where the Ph1 cells start with 2. This is a common occurrence where contacts have been imported via CSV and the leading zeros are missing.

Open

select * from contact where ph1 like '2%'

This command will force the Ph1 type to be M for contacts with a Ph1 cell that begins with 02. This is the easiest way to classify a batch of contacts as having mobile numbers in preparation for merge SMS / text messaging.

Execute

update contact set ph1type = 'M' where ph1 like '02%'

You can also perform the queries against the ph2, ph3, and ph2type, ph3type cells.

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Handling mobile numbers and leading zeros in CSVs

29/9/2020

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MS Excel tends to automatically remove leading zeros from mobile phone numbers when you open a CSV spreadsheet. As a workaround try this strategy:

Open the same CSV file in LibreOffice, when prompted in the Text Import menu select the phone number column(s) and in the column type drop down menu select Text. Also tick Detect special numbers.

The phone number prefix will be preserved.

I prefer to use Excel for other tasks so use copy and paste to transfer the phone number column into MS Excel. You can double check the row alignment by comparing the top and bottom phone numbers after pasting in the column from LibreOffice. You can also right-click a column header in Excel to insert a new column and then paste the LibreOffice column into the empty Excel column.

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Solved: importing a contact CSV in version 14

29/9/2020

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On a new MariaDB copy of SalesPartner 14 an error was encountered when migrating the subscriber's contact database from HarcourtsOne.

[FireDAC][Phys][MySQL] Duplicate entry '2' for key 'PRIMARY'

The solution is to close SalesPartner and open Utilities, Advanced, click Reset Last Code Table.

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Reports size not printing correctly: Resolution settings

25/9/2020

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Try this compatibility setting if the following issue is affecting report or flyer printing:

Labels printing quarter page
Flyer appears reduced, doesn't fit A4 correctly
Brochure renders as A5 instead of A4
A3 layout incorrect

Right-click the desktop SalesPartner icon and open Properties, then Compatibility tab. Open Change high DPI settings. In High DPI scaling override:

Tick Override High DPI scaling behavior.
In the drop down menu select Scaling performed by: Application

Click OK, Apply then restart SalesPartner and retry printing the report.

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The Keys to Success in Real Estate with SalesPartner: XVI

24/9/2020

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Key 2.5 Print flyers from original listings for properties in CMAs

John Duncan MBA BCA Licensed Real Estate Salesperson (REAA 2008)

Part XV

If you are tracking foreign listings or you have synced office sales records, then you can print detailed flyers for sold properties to compare with your vendors.

Detailed activity and brochures are useful for discussing:

Price, and the marketing method.
Presentation, interior/exterior property condition.
Position, location, aspect, views, sun.
Promotional strategy, exposure.

https://www.salespartner.co.nz/news/import-a-custom-suburb-selection-of-properties-from-trade-me

How to print an original flyer for a sold listing

In the Gallery Sales tab, double click into a sale then click View Listing. The View Listing button is enabled if a sale record is linked to the original listing using the reference code.