Friday, June 17, 2011

Change Owners and Occupants Faster

I have reworked the View Owner and View Occupant buttons on the Property Screen to provide a new option. The buttons now perform three functions: 1) If the Owner (or Occupant) field is filled, left-clicking on the View button brings up the Contact File Screen for that person. 2) If the field is blank, left-clicking of the View button brings up the Quick Add Screen that lets you add a new name to the Contact File database. 3) Right-clicking on the View buttons brings up the new Contact File Change Options Screen. This screen lets you quickly add a new Contact record or link an existing one to current property. It is the fastest way to change the owner or occupant assigned to a property. I have just posted a new Training Video that demonstrates these options.

No comments:

Post a Comment