FAQ's Servicers module
1. I added a new Servicer record. How do I save it?
To insure your data is safe Real Estate Real Easy automatically saves a record when you navigate to another record, module or add a new record. Saving automatically insures that the most information that can be lost if there is a power or PC failure is some or all of the information in the last record you were working on.
2. How many Custom Servicer categories (folders) can I create?
There is no practical limit to the number of custom Servicer categories (folders).
3. How do I place a Servicer record into the appropriate service provider category Folders?
To place Servicer in a specific Service category folder select the Service 1: Service 2: or Service 3:, fields, select the pull down arrow and scroll to the desired Service category folder to select. The Servicer is automatically placed in that service category folder.
4. How many Service categories can be assigned to a Servicer's record?
A Servicer record can be assigned to a maximum of 3 Service categories folders.
5. How do I enter information into the Contract Services and Contracts Payments fields on a Servicer's record?
The program automatically assigns a Contract for each Contract the Servicer is assigned to in the Contracts Module. Any Servicer payment amounts entered for the Servicer in a Listing or Sales contract is automatically totaled and displayed in that Servicer's record. This helps keep track of the amount of work you have referred to the Servicer.
6. How do I export Servicer records for import into my Palm Pilot or other handheld portable device (PDA)?
You can export Servicer records using the System module .csv / .dbf file format export utilities. Select the System icon in the menu pane. Select the Export folder in the Folders pane, select the .csv/.dbf export utility. Follow the instructions on the screen or view the System Utilities movie in the Tutorial section on our web site. Once exported, the Servicer records can be imported into a handheld using the import utility that was provided with your handheld. The PDA desktop program must have the ability to import .csv and/or .dbf file formats. Most handheld's have import/export utilities to do this.
7. How can I be sure I am not making a conflicting appointment. How do I open the Day Viewer from the Prospects, Servicers, Forms and Contracts modules?
Select the Date button on the program tool bar to open the Calendar Tool. Click on the desired date in the Calendar Tool and the Day Viewer opens to display that day's appointments. You may select any date on the Calendar Tool to view appointments for that day. If you elect to set a reminder or recurring schedule for the new appointment, the Recurrence dialog wiindow will display a conflicting appointment warning if the new appointment conflicts with an existing appointment.
8. I want to print a Report, Form or Tool from the Servicers module. Can I print multiple documents in one print session?
Yes - Select the Print button on the program tool bar and the program automatically selects the most logical Report, Form or Tool to print. You do not have to place a checkmark in a program selected document if it is highlighted and it's the only document you wish to print. If you wish to print additional documents from the Reports, Forms and Tools tabs in one print session place a check mark in the desired document rows (right end of row), to select. Select the Selected tab to view all documents selected for printing. Click on a selected document's check mark to de-select. Select the Print button on the print dialog window to begin printing. Select the File button to print to file as .pdf documents.
9. How do I enter text in the comments area of the Fax form?
From a Servicer's record select the Print button on the program tool bar. On the Forms tab select the Fax row. The Text button is now enabled. Select the Text button to open the Fax comment text window. Enter your comment then select the OK button. Select the Print button to print the fax with the comments entered. A fax printed from a Servicer's record auto fills the name, phone and fax number fields.
10. What is Content Sensitive Help?
Select the Help button on the Program Tool Bar to open help specific to the window currently open in the program. Select a field, section or button in the Help image to display help for that field, section or button.