FAQ's Tools Module
1. How do I print a Checklist, Handout or Letter from the Tools Module with a Prospects name on it?
Tools printed from the Tools module will not contain contact information. To include a Prospect or Servicer name on a printed tool, print the tool from the prospect or servicer record, or a listing or sales contract. All Tools can be made available for printing from the appropriate module and are automatically listed in the print dialog window, Tools tab.
2. How many Letters and/or Handouts can be created in the Letters / Handouts folders?
There is no practical limit to the number of Letters or Handouts that can be created and stored in their appropriate folders.
3. How do I create custom Letters and Handouts?
For Letters, select the Letters folder, select the Customize button at the top of the Folders to add a custom Letter. For Handouts, select the Handouts folder, select the Customize button at the top of the Folders to add a custom Handout. In the Customize window select the Add button to add a new row. Enter the name of the new letter or handout then close the customize window and the new handout or letter name is automatically added to the Folders pane in the appropriate Letters or Handouts folder.
4. How can I change the name of a Letter or Handout displayed in the folders pane?
Select the Letter or Handout folder in the Folders pane. Select the Customize button at the top of the Folders pane to open the Customize window. On the Customize window select the Letter or Handout you wish to rename and type in the new name. Close the Customize window and the name of the Letter or Handout is updated automatically in the Folders pane.
5. What is the print Blank button used for in the Tools print dialog window?
Printing a Blank tool does not include any contact information. This allows you to preview newly created Letters and Handouts before printing them from a Prospect's or Servicer's record.
6. Can I modify Checklists?
Yes - Select the Checklist to modify in the Folders pane to display in the record section of the program. To add a new row to a checklist select the small Add button to add a new row. Enter the text you wish to display. You may select any text in any row of the checklist and modify. To delete a checklist row select the row then select the small Del button to delete that row. To change the list order enter the number you wish the row to be in the number field then tab out to reorder the row. The row that had the number before will now be moved under the new item.
7. What are the Use With Prospects and Servicers checkboxes for in the Letters and Handouts headers?
A check mark in these boxes adds the Letter or Handout to the print dialog window, Tools tab in the Prospects and/or Servicers modules. The Use With Prospects check box is checked by default.
8. The Transaction Checklist has a column named Req?, what is the Req? column used for?
The Req? column exist on the Transaction checklist to allow you to print certain checklist rows in bold print. It is used to highlight, on the printed output, those documents required by your broker. Place a checkmark in the Req? column to print that row in bold.
9. I created a letter or handout to fill the screen in the text editing area using the underscore key to create lines but when printed the line only extends about two thirds of the way from the left margin. How can I make the underscores extend all of the way to the right margin?
The text editor in the Tools module converts text from rtf to html when printed. This causes a problem with special characters and underscores. If underscores are used to create lines they need to extend beyond the program's window right margin and wrap around to the next line and continue about 1/3 of the way from the left margin. Printing to File in the PDF format was recently added to the Tools module to help with formatting. Select the print to File option then select Yes when prompted to preview the document in Adobe Reader. A little extra editing is sometimes requires when creating complex letters and handouts. Once the document is finished it will maintain it's formatting.
10. Can I create a blank row in a checklist to separate two sections?
Yes - From the checklist select the small Add button to add a new row. Assign the desired number for the new row to place the row where you want it to appear in the checklist. It will still display the row number on the printout but no text will be in the Text field.