welcome to wyldfyre

Transcription

welcome to wyldfyre

Welcome to WyldFyre
WELCOME TO WYLDFYRE
Welcome to the wonderful world of WyldFyre Listings 7. This program
is the most advanced yet user-friendly software available today for the
access of information from the different MLS service providers.
Let the bright colorful graphics and smart intuitive screens guide you
through WyldFyre Listings. And, once you have the information, you can
customize it to reflect the way you conduct your real estate business.
WyldFyre Listings is the “window” to the MLS’s, and the pathway to their
success!
This manual is designed to guide you through all aspects of the program,
from the beginning to the most advanced functions. All of the functions
explained in this manual are the same for all MLS’s, however some of the
items are dependent upon the MLS, such as the names of the search
categories, the number of reports available and the amount of multiple
photos available. These differences are noted throughout the manual.
Page 1
TABLE OF CONTENTS
WELCOME WYLDFYRE .............................................................................................
1
CHAPTER 1 – GETTING STARTED ...........................................................................
2
Opening WyldFyre Listings................................................................................
2
Main Window .....................................................................................................
2
Tool Bars ...........................................................................................................
3
Quick Access Toolbar........................................................................................
4
Moving Toolbars ................................................................................................
4
Removing Toolbars ...........................................................................................
5
Menu Bar ...........................................................................................................
6
Status Bar..........................................................................................................
6
CHAPTER 2 – SETTING UP YOUR SOFTWARE.......................................................
7
Setting User Preferences ..................................................................................
7
Options Tab .......................................................................................................
7
Password...........................................................................................................
9
Advanced ..........................................................................................................
10
Primary Agent....................................................................................................
11
Brokerage ..........................................................................................................
12
Secondary Agent ...............................................................................................
13
Tools Setup .......................................................................................................
13
Accessing the Tools ..........................................................................................
15
CHAPTER 3 – THE SEARCH WINDOW .....................................................................
16
Quick vs. Complete Search ...............................................................................
17
Search Type ......................................................................................................
17
Criteria Categories Box .....................................................................................
17
Data Entry Area .................................................................................................
18
Search Criteria Summary Box ...........................................................................
18
Buttons in the Search Window...........................................................................
19
Moving Criteria Categories ................................................................................
20
Moving Data Categories ....................................................................................
21
CHAPTER 4 – BASIC SEARCH..................................................................................
22
Entering Search Criteria ....................................................................................
22
Submitting Your Search.....................................................................................
23
Downloading Properties ....................................................................................
24
CHAPTER 5 – SAVING, RECALLING & DELETING SEARCH CRITERIA................
25
Saving your Search Criteria...............................................................................
26
Recalling your Search Criteria ...........................................................................
27
Deleting your Search Criteria ............................................................................
28
CHAPTER 6 – SAVING, OPENING AND DELETING SEARCH RESULTS ...............
29
Saving Search Results ......................................................................................
29
Opening Saved Search Results.........................................................................
30
Deleting Saved Search Results .........................................................................
30
CHAPTER 7 – CLIENT UPDATE ................................................................................
32
Step 1 – Save the Search Criteria .....................................................................
32
Step 2 – Save the Search Results.....................................................................
32
Step 3 – Performing the Update ........................................................................
32
Step 4 – Saving the New Results ......................................................................
34
CHAPTER 8 - THE PROPERTY LISTING TABLE ......................................................
35
Marking/Unmarking Properties ..........................................................................
36
Methods to Marking Properties..........................................................................
36
Marking All Properties .......................................................................................
36
Scrolling Through Different Properties...............................................................
37
Cutting/Deleting Properties................................................................................
37
Moving Properties..............................................................................................
38
Changing the Visible Columns...........................................................................
39
Removing/Adding Columns from the Property Listing Table .............................
40
Changing the Name of Column Headings .........................................................
41
Reordering Columns..........................................................................................
42
Resizing Columns..............................................................................................
43
Viewing Update Information ..............................................................................
44
Viewing Statistics...............................................................................................
45
Viewing Pictures ................................................................................................
46
Sorting Properties..............................................................................................
47
Changing the Font .............................................................................................
48
Saving Format as your Search Default..............................................................
49
Restore Default Format .....................................................................................
49
Saving, Recalling & Deleting Multiple Property Listing Table Formats ..............
50
Finding Text.......................................................................................................
52
View Search Criteria..........................................................................................
53
Printing the Property Listing Table.....................................................................
54
Closing the Property Listing Table.....................................................................
55
CHAPTER 9 – DOWNLOADING PHOTOS .................................................................
57
CHAPTER 10- REPORTS ...........................................................................................
59
Viewing Reports ................................................................................................
59
Scrolling through Different Properties................................................................
60
Viewing Multiple Photos on a Report.................................................................
60
Viewing a Larger Photo .....................................................................................
60
Editing Reports ..................................................................................................
61
Printing a Report................................................................................................
62
Changing the Report Options ............................................................................
64
AutoPlay! Feature..............................................................................................
65
Copying a Photo ................................................................................................
66
Exporting a Photo ..............................................................................................
67
Closing a Report................................................................................................
68
CHAPTER 11 – ADDITIONAL SEARCHES ................................................................
69
Performing an Agent or Office Search...............................................................
69
Agent Search.....................................................................................................
69
Office Search.....................................................................................................
70
CHAPTER 12 – FINANCIALS .....................................................................................
71
Editing Your Financial........................................................................................
74
Financials Printout .............................................................................................
75
Saving Financials ..............................................................................................
76
Closing a Financial ............................................................................................
76
Opening a Saved Financial ...............................................................................
77
Deleting Financials ............................................................................................
77
CHAPTER 13 – EMAILING REPORTS, PROPERTY LISTING TABLE & FINANCIAL
79
E-mailing Reports ..............................................................................................
79
E-mailing the Property Listing Table..................................................................
82
E-mailing Financials ..........................................................................................
83
E-mailing at a Later Time ..................................................................................
84
Viewing Outbox .................................................................................................
84
Viewing History..................................................................................................
85
Resetting E-mail Options ...................................................................................
86
CHAPTER 14 – CONTACT DATABASE.....................................................................
87
Adding Contacts ................................................................................................
87
Editing a Contact (General Information) ............................................................
93
Editing Search Criteria and/or E-mail Options ...................................................
94
Adding Search Criteria for a Contact .................................................................
97
Deleting a Contact .............................................................................................
101
Associating Financial Files ................................................................................
102
Viewing Associated Files ...................................................................................
103
Unassociating Files ...........................................................................................
104
Printing the Contact Database...........................................................................
105
Exporting the Contact Database........................................................................
106
Importing the Contact Database ........................................................................
107
Opening Associated Files for a Contact ............................................................
107
CHAPTER 15 – TIMED DOWNLOAD .........................................................................
109
Setting up a Timed Download............................................................................
109
Successful Timed Download .............................................................................
113
Submitting a Search after a Timed Download is Performed ..............................
114
CHAPTER 16 – AUTOMATIC CLIENT UPDATE ........................................................
115
Setting up an Automatic Client Update..............................................................
115
Successful Automatic Client Updates................................................................
117
Viewing Client Update Results ..........................................................................
118
Printing Client Update Results...........................................................................
118
CHAPTER 17 – HOW TO MAINTAIN YOUR LOCAL DATABASE ............................
119
CHAPTER 18 – FILE STRUCTURE ............................................................................
120
Subdirectories....................................................................................................
121
Chapter 1 – Getting Started
CHAPTER 1 – GETTING STARTED
WyldFyre Listings 7 automatically installs to the C:\WyldFyre directory
(unless you specified otherwise during the installation.
Opening WyldFyre Listings
To open WyldFyre Listings, click on Start > Programs >
WyldFyre > WyldFyre 7 > WyldFyre 7 or you can double click
on the WyldFyre Listings icon on your desktop. When you first
open Listings, you will be prompted to enter Primary Agent and Brokerage
Information (see Primary Agent and Brokerage on pages 11 and 12 to help
you fill in this information).
Main Window
The Main window consists of a Title Bar, Menu Bar, four Tool Bars and a
Status Bar.
The Tip of the Day window automatically opens with a different tip each
day. Click the Close button to close the window. If you don’t want the Tip
of the Day window to open in the future, then uncheck the Show Tips on
StartUp box.
Title Bar
Menu Bar
Tool Bar
Quick Access
Tool Bar
Status Bar
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Tool Bars
There are three tool bars across the top of your screen that provides you
quick access to many functions of the program.
Standard Toolbar
The Standard Toolbar contains standard windows, connection and
commonly used buttons.
Record List Toolbar
The Record List Toolbar contains buttons that are used while viewing the
Property Listing Table.
Detail Reports Toolbar
The Detail Reports Toolbar contains buttons that are used while viewing
the Property Detail Reports.
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Quick Access Toolbar
The Quick Access toolbar provides quick access to all of the modules in
the program.
search opens the Search window.
tdl opens the Timed Download and Automatic Client Update
functions.
addr. book opens the Contact Database.
financials opens the Financial functions.
rpt writer opens the Report Writer module.
cmapro opens the Comparative Market Analysis module.
buyerstour opens the Buyer’s Tour module.
streetmaps opens the Street Maps module.
Moving Toolbars
All of the toolbars can be moved around on the window for your
convenience. To move a toolbar follow the steps below.
1. Click on one of the vertical or horizontal move bars. The tool bar
below shows three vertical move bars.
2. While pressing the left mouse button, drag the toolbar to your desired
location.
3. Move the toolbar to the top, bottom or sides of the screen to dock
(anchor) it. You can also leave it floating anywhere on your screen.
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Removing Toolbars
You have the option to remove any of the
toolbars from your screen by clicking on
Window > Toolbars. Select the toolbar to
remove. If you select the Text option, the text
will be removed from your toolbar. Only the
picture icon will remain. A checkmark
next to the option means the option is
turned on.
No text under the picture icons
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Menu Bar
The Menu Bar consists of pull-down menus in a row along the top of the
window. When you click on any of the words, a pull-down menu appears
beneath it, offering a bunch of commands related to that word. You will
find some of the most popular commands as icons on your toolbars.
Status Bar
Most Windows programs contain a Status Bar that displays current
software information. This program is no different. The first section of the
Status Bar (the lower left corner of your screen) displays important
information regarding communications. The middle section will display the
number of records downloaded or if a property is marked (depends where
you are at within the program) and the right section displays the date and
time.
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Chapter 2 – Setting up your Software
CHAPTER 2 – SETTING UP YOUR SOFTWARE
Setting User Preferences
The Program has the option to customize some
of your software settings. Click Options >
Preferences. You have six tabs where you can
setup your preferences: Options, Password,
Advanced, Primary Agent, Brokerage and
Secondary Agent.
Options Tab
Search Button
The search button, located on your Quick
Access toolbar, can be programmed to display
the Complete or Quick Search window based
upon what you select here.
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Chapter 2 - Setting up your Software
Search Recall
For your convenience, you can automatically
load the last Complete or Quick Search in the
Search Criteria Summary Box (see Search
Criteria Summary Box on page 19).
Miscellaneous
Select Warn when low on disk space if you
would like the program to warn you when your
hard drive has less than 6 megabytes of space
available on both the Windows drive and the
drive that you have the program installed on.
The warning is displayed during program
loading.
If the Prompt if > = 10 record (s) option is
checked, then you will receive a message on how
many listings you matched before you download your listings.
If the Default Report on Double Click option is checked, the Full
Report will appear each time you double click on a property in the
The Auto Column Best Fit automatically sizes the columns on the
Property Listing Table to the widest of either the column contents or
the heading.
Auto Sort will automatically sort your data if you set up sort criteria.
Click OK or move to the next tab.
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Password
You have the option to set your password. The Password option will save
your User ID and Password so that when you log on to the MLS system,
the program will automatically send this information. If you set your
password during the installation process, then the Password tab will have
(set) already next to it. You cannot set your password if you are using an
Office Version.
1. Enter your User ID and Password.
2. Click OK or move to the next tab.
3. Once your password has been set, the
Password tab now has (set) next to it.
9 Tip: To disable this option, click on the Clear button.
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Advanced
1. The Picture Cleanup option deletes old photos from your hard drive
up to a specified storage value. The program does not automatically
delete photos when the value is exceeded. You need to run the Start
Picture Cleanup function. If you run Picture Cleanup when stored
photos do not exceed the value, nothing will delete. If you run Picture
Cleanup when photos do exceed the value, the oldest photos will delete.
2. The Saved Data Cleanup option lets you to determine how many days
search files will remain saved on your hard drive. Old search files will
not automatically be deleted. You need to periodically run the Start
Data Cleanup function to remove old search files from your hard drive.
9 Tip: Each photo is somewhere between 9KB and 18KB in size depending
on the MLS. Let's assume that each photo takes up 15KB of hard disk
space. Use the following formula below to help you manage your hard
disk space. Enter the number of photos you want to store and multiply
by .015. This will tell you how much hard disk space will be taken up
by the photos.
____________ x .015 = ____________ MB
# of photos
hard disk space used
Example: 1000 photos x .015 = 15 MB of hard disk space used.
Page 10
Primary Agent
The information entered in the Primary Agent window will become the
default information when using the E-mail function, CMA Pro and Buyer’s
Tour.
1. Enter as much information as possible on the top portion of the
window.
2. In the Sign all E-mail section, type the information that you would like
to see when you are using the E-mail function.
3. In the Agent Photo Location box, click on the Browse button to find the
location of your Agent Photo. It will become an option while in the
Report Writer module.
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Brokerage
The information entered in the Brokerage window will become the default
information when using CMA Pro and Buyer’s Tour.
1. Enter as much information as possible on the top portion of the
window.
2. In the Website Address box, type the Brokerage’s web site address.
3. In the Brokerage Photo Location box, click on the Browse button to
find the location of your Brokerage Photo. It will become an option
while in the Report Writer module.
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Secondary Agent
If more than one Agent is involved, then you can fill in the Secondary
Agent information. The information entered will become the default
information when using the E-mail function, CMA Pro and Buyer’s Tour.
Tools Setup
The Tools Setup function allows you to enter
information that will be added to your Tools
Menu as seen in Accessing Tools on page 15.
Click Options > Tools Setup.
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Select New Programs: The program will search your computer and
load some predefined executables in the top portion of the screen. If
you want to change one or all of them, then you need to enter the new
.exe file. If you don’t know the file name, then click on the appropriate
browse button and find the executable. Our example shows
WRITE.EXE for the word processor program, but you may want it to
be Microsoft Word. You will access this through Tools > Word
Processor. Note: You may have different or no executables listed
based upon your computer configuration.
Browser URL: Enter a URL to access when you go to Tools >
Browser.
Favorite Web Sites: If you want all of your favorites to be displayed
in the Tools Menu, then select the box Show Internet Explorer
Favorites. If you want to add a specific web site to your list, click on
the Add button and enter the Name of the web site and Address and
click OK. You will access this through Tools > Web Site Favorites.
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Accessing the Tools
After the programs are set up, you can
access them quickly through the Tools
Menu.
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Chapter 3 – The Search Window
CHAPTER 3 – THE SEARCH WINDOW
To open the Search window, click on Search >
Complete or Search > Quick.
A shortcut to opening your search window is to click on the
search button on your Quick Access toolbar (this will open the
window you programmed in your preferences (see Search
Button on page 7).
Title Bar describes the window you are viewing
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Quick vs. Complete Search
If you open the Quick Search window, then you have only a limited
number of Criteria Categories to choose from. However, if you open the
Complete Search window, then your list contains all of the searchable
categories for that search type.
Search Type
To begin entering a search, first choose the
search type from the pull down menu. Only
one search type can be searched at a time.
Note: The number of search types is based
upon your MLS.
Criteria Categories Box
An (R) next to the category means that it
is a required field.
A (X) next to the category means that it is
the only field you would use when
searching. No other fields are necessary.
The top of the list is designated by a ( > )
symbol next to each item.
The bottom of the list is alphabetized and
contains all additional searchable categories (Complete Search only).
You can reorganize the list to include the fields that you search by most
often at the top of the list.
To include a category in your search, click the item to include. In the
example, Area has been selected. Then you will define the Areas that
you want to include by making your selections in the Data Entry area
(see Data Entry Area on page 18).
Note: The number and type of Criteria Categories is based upon your
MLS.
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Data Entry Area
The Data Entry Area is where you define the criteria and it will change
with each criteria category selection. In the example, when Area is chosen,
then all of the choices appear in the data entry area. Make your selections
of what to include by clicking your mouse button on the appropriate items.
OR is the default that will allow you to select several different
items. For example, Area 3 OR 4 or 5.
AND will allow you to narrow your search. For example, air
conditioning AND ceiling fans.
NOT will allow you to omit (exclude) an item(s) from your search.
Click your category to search, then click the NOT button BEFORE
selecting your item(s). For example, NOT a carport.
CLR will clear all of the selections made for that category.
ALL will select all of the choices available.
For the Up/Down button, see Moving Criteria Categories on page
20.
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Search Criteria Summary Box
The Search Criteria Summary Box is the complete summary of the items
that you have selected for a search. To change or delete an entry, click on
the item and either change the information or delete it by pressing the
delete key on your keyboard.
Buttons in the Search Window
OK will begin the search process.
Cancel will allow you to cancel out of the Search window.
Help will give you access to all of the help topics.
Clear lets you clear the entire Search Criteria Summary Box.
Save Recall allows you to save the contents of the Search
Criteria Summary Box (see Chapter 5 – Saving, Recalling
and Deleting Search Criteria on page 25).
Page 19
Moving Criteria Categories
When using the Complete Search, your Criteria Categories can be moved
either to the top or back to the bottom of the list. Categories with an “R” or
an “X” are always the first items on the list and can’t be moved.
The items at the top of the list will have a ( >) symbol and contain the
items that you search most often. It will save you from scrolling through
the list to find the item you’re looking for.
The items at the bottom of the list are alphabetized starting just after the
final item with the ( >) symbol.
To customize your list:
1. Click on the item to be moved. In our
example above, we selected Price Per Sqft.
2. The bar under the Criteria Categories will say
“Move Category to Top”. Click the bar to
move the category.
3. In the example above, Price Per Sqft. was moved to the top and now
has a ( > ) symbol in front of it.
4. Once you move your category to the top, you can always move it back
down at a later time. The bar will say “Move Category to Bottom”.
Click the bar to move the category.
5. You can make several changes until the Criteria Categories list is
customized.
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Moving Data Categories
If you search the same Area on an
ongoing basis, then you can move the
Area(s) most searched to the top of your
list (by using the UP/DOWN button) so
that you don’t have to search for that
number each time.
For instance, if you search the Areas
(NW) NW, (WE) We and 10 on a
regular basis, then you would want to
move those three Areas to the top of
your list.
Note: Your category may be called something different like City or
District. If the UP/DOWN button is visible, then you can customize
your list.
To customize your list:
1. Click on the Area to move.
2. Click on the Up button.
The example to the right shows the three
Areas moved to the top of the list.
To remove an Area from your new list:
1. Click on the Area to move.
2. Click on the Down Button.
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Chapter 4 – Basic Search
CHAPTER 4 - BASIC SEARCH
Entering Search Criteria
To open the Search window, click on
the search button on your Quick
Access toolbar or click on Search >
Complete.
Note: Your Search Types and Criteria Categories are based upon your
MLS.
Steps to performing a basic search:
1. Select a Search Type (you can only search for one type of property at
a time).
2. Select the Area (this is a required field). A similar field may be City
or District.
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3. Select a Status (this is a required field). A similar field may be Market
Code.
4. Choose a category by making your selection from the Criteria
Categories list.
5. After selecting a Criteria Category, choose the Data Entry fields to
include in your search. To select 4 or more bedrooms, as shown above,
select “Number of Bedrooms” from the Criteria Categories list, then
type 4+ for 4 or more.
6. When you’re ready to select the next Search Category, scroll down the
list to locate your next selection.
7. You have the option to save your search criteria by clicking on the Save
Recall button (see Chapter 5 – Saving, Recalling and Deleting Search
Criteria on page 25).
8. Click OK to get your results.
9. You have the option to save your search results by clicking on File >
Save As (see Chapter 6 – Saving, Opening and Deleting Search Results
on page 29).
Submitting Your Search
After entering all of your search criteria, you are ready to
submit the search to find the matching properties. To submit
your search, click the OK button in the search window. You will be
prompted to enter your User ID and Password if you have not set it in
Preferences (see Password on page 9). Enter the information and click OK.
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Downloading Properties
You will be prompted with the number of listings that match your search
criteria if you selected the Prompt if > = 10 record(s) in Options >
Preferences (see Miscellaneous on page 8). In the example below, 101
matching records were found.
The Yes button will download the properties.
The No button will give you the option to search again. You can
change the search criteria at that point.
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Chapter 5 – Saving, Recalling and Deleting Search Criteria
CHAPTER 5 – SAVING, RECALLING AND DELETING
SEARCH CRITERIA
When you are done entering your search criteria for your client, you have
the option to save the criteria by using the Save/Recall button in your
Search window. This can save you time when you are doing repeated
searches for clients. You can also recall and delete the information.
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Saving your Search Criteria
1. After entering the search criteria for a client in either the
Quick or Complete Search window, click the Save/Recall
button. This opens the Prospect Save/Recall/Delete window.
2. Click the Save button.
3. Type the file name in the Save As field. In our example, the search
criteria is being saved under the name Jimmy Johnson. You can use
any combination of letters or numbers (up to 29 characters).
4. Click OK to close the window and save the search criteria.
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Recalling your Search Criteria
1. While in the Search window, click on the Save/Recall
button. This opens the Prospect Save/Recall/Delete
window.
2. Click the Recall button.
3. Select a name by highlighting it from the list.
4. Click OK to open the client’s search window, complete with their
search criteria loaded in the Search Criteria Summary box.
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Deleting Search Criteria
1. While in the Search window, click on the Save Recall
button. This opens the Prospect Save/Recall/Delete
window.
2. Click the Delete button.
3. Select a name by highlighting it from the list.
4. Click OK to delete the information.
5. A window will open asking you to
confirm the file name to be deleted
from the list. Click Yes to complete
the deletion.
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Chapter 6 – Saving, Opening and Deleting Search Results
CHAPTER 6 – SAVING, OPENING AND DELETING
SEARCH RESULTS
Saving Search Results
The program not only allows you to save your search criteria as seen in
Chapter 5, but also allows you to save your search results (the actual
listings). You will want to get into the habit of saving your search results
so that you will have the ability to run the Client Update function (see
Chapter 7 – Client Update on page 32).
1. Submit your search so that you are looking at the Property Listing
Table.
2. Click on File > Save As.
3. The file name must be in the standard file
format based upon your operating system.
4. Search results are automatically saved to the
Data directory with a .mls extension.
6. Notice your Title Bar now has your client’s name as part of the title.
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Opening Saved Search Results
1. From the Main window, click on File >
Open or click on the open icon on your tool
bar.
2. The File Open dialog box will open at the
Data directory.
3. Highlight the mls file to open and click the
Open button or double click on the file name.
The Property Type and number of Records
will display at the bottom of the window.
Deleting Saved Search Results
1. From the Main window, click on File > Delete.
2. The File Delete dialog box will open at the Data
directory.
3. Highlight the mls file to delete and click the
Open button or double click on the file name.
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4. A box will open asking you to confirm the file name to be deleted.
5. Click Yes to complete the deletion.
Exercise 1: Moving Search Categories
•
Open the Complete Search window and customize your category
list by moving 2 categories to the bottom of your list and then
moving 2 categories to the top of your list. Keep the Search
window open to perform exercise 2.
Exercise 2: Performing a Search
•
You have a client that is looking for a house with 3 or more
bedrooms and at least 2 full bathrooms. Their price range is
$300,000 to $450,000. Select a City, Area or District that applies to
your MLS.
•
Before you submit your search, save the criteria for your client
(Hint: Save Recall).
•
Save your search results (Hint: File menu).
Exercise 3: Revising your Search
•
Your client has decided that they need to lower their price range.
Their new price range is $300,000 to $400,000.
•
Recall one of your searches from exercise 2 and revise the list
price. Don’t forget to save the new criteria under the same client
name and save your search results under the same client name.
Page 31
Chapter 7 – Client Update
CHAPTER 7 – CLIENT UPDATE
The Client Update function allows you to compare market activity from
time to time for prospects. The update process begins by saving a
prospect’s search criteria by using the Save/Recall feature (see Chapter 5),
and then saving the results of that search (see Chapter 6). After the search
criteria and the search results have been saved, the “Update” option will be
available from the Search menu. If you would like your update to be
performed automatically, then see Chapter 14 – Contact Database and
Chapter 16 – Automatic Client Update.
Steps to Performing the Client Update
Step 1: Save the Search Criteria (See Chapter 5).
Step 2: Save the Search Results (See Chapter 6).
Step 3: Performing the Update
1. From the Main window, click on File > Open or click on the
open icon on your tool bar.
2. The File Open dialog box will open at the Data directory.
3. Highlight the .mls file to open and click the Open button or double
click on the file name.
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4. When the saved listings are displayed, there will be an
additional choice from the Search menu, Update.
5. Click on Search > Update.
6. The Update Search window opens. It looks exactly
like the Complete Search window, but will have the
search criteria for your client already loaded.
7. Click OK to launch your search.
8. Your listings will appear and then the Update Results for the client will
open.
9. You can print the update by clicking on the Print button.
10. Click OK to close the window.
9 Tip: You need to follow steps 1 and 2 in the exact order to have the
Update option appear.
Page 33
Step 4: Saving the New Results
Save the updated Property Listing Table so
that the next Update you perform will be
compared to the latest search results.
To save the updated search results, click on
File > Save or click on the Save button on
your toolbar. This will overwrite the
previously saved file.
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Chapter 8 – The Property Listing Table
CHAPTER 8 – THE PROPERTY LISTING TABLE
Listings that match your search criteria are displayed in the Property
Listing Table. This chapter will show you the steps to customize the
Property Listing Table by:
Marking/unmarking your properties
Scrolling through different properties
Cutting/deleting properties
Moving properties
Changing, reordering and resizing your columns
Viewing update information, statistics and photos
Sorting your listings
Changing the font
Creating multiple formats
Finding text
Viewing search criteria
Exporting the listings
Printing your listings
Downloading photos (see Chapter 9 on page 57)
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Marking/Unmarking Properties
The first column, labeled “M”, is the Mark column. The Mark column
displays an “X” when a property is marked. There are various reasons to
mark or unmark properties:
Preparation for deletion
Preparation for picture download
Preparation for printing
Methods to Marking Properties
Highlight a property on the Property Listing Table by
clicking on it once. Click on the mark icon on your
toolbar. An X will appear in the “M” column next to
the property that you selected.
Click once in the “M” column next to the property to be marked.
Press the M key or the Space Bar on your
keyboard to mark and unmark properties.
Mark properties by clicking on Edit >
Mark Record.
Marking All Properties
You can choose to mark all of the records by
clicking on Edit > Mark All. This is an excellent
way to prepare for downloading all of the photos
on the Property Listing Table.
Page 36
Scrolling Through Different Properties
When you are viewing the Property Listing Table, you have the option to
scroll through your list.
Use the up and down icons on your toolbar to guide you
through your properties.
Cutting/Deleting Properties
You can cut and/or delete properties from the Property Listing Table at any
time. Marked or unmarked properties can be cut or deleted by choosing
the appropriate item from the Edit Menu.
You can choose to delete several properties at once
by marking several properties first and then
clicking on the cut icon on your toolbar or clicking
on Edit > Cut Marked Record(s).
You can also mark the records that you want to
keep on the Property Listing Table and delete the
others by clicking on the del icon or clicking on
Edit > Delete Unmarked Record(s).
If you deleted a property in error, you can undo
your last deletion by clicking Edit > Undo
Delete or Edit > Undo Cut depending upon
what function you used.
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Moving Properties
Listings that match your search criteria are displayed in the Property
Listing Table. By moving your properties, it gives you the ability to place
your client's properties in the order that they will preview the homes.
1. Decide on the property to be moved. In our example, we are moving
property 6 to the top of the list.
2. Click your mouse on the index number to move.
3. Continue to hold down your mouse and drag to the location that you
want your listing to appear.
Page 38
Changing the Visible Columns
You can change the visible columns that appear on the Property Listing
Table. This feature is very helpful for creating several different printouts of
the same properties. For example, you may want to print a copy for a
client that only contains the Address, City, List Price, Bedrooms, and
Bathrooms. Then using the same Property Listing Table, you can
customize a printout for yourself that includes information such as Listing
Number, List Date, Agent Phone Number and E-mail address.
Note: The column names may be different based upon your MLS.
To make changes:
Click on Format > Change Columns or you
can right mouse button click anywhere on the
Property Listing Table to display the Change
Columns option.
The Change Visible Columns window will open with two lists:
The left side is the Visible Columns list, meaning the columns
currently appearing on the Property Listing Table.
The right side is the Hidden Columns list, meaning all of the other
fields that are available to add to the Property Listing Table.
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9 Tip: You are limited to the number of items that you can include in
your printout of the Property Listing Table by orientation of the
paper you’re printing on (landscape or portrait) and the length of
each field (see Printing the Property Listing Table on page 54-55).
Removing a Column from the Property Listing Table
1. From the Visible Columns list, click on the column to be removed. If
you want to select multiple columns, hold down the Ctrl key on your
keyboard and click your mouse on the columns to hide.
2. The Hide button is available. Click on the Hide button once
to move the column to the Hidden Columns list. You can
repeat this process several times.
3. Click the OK button to complete the changes you’ve made.
The fields that you have removed will no longer appear on
the screen and the printout.
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Adding a Column to the Property Listing Table
1. From the Hidden Columns list, click on the column to be added. If you
want to select multiple columns, hold down the Ctrl key on your
keyboard and click your mouse on the columns to show.
2. The Show button is available. Click on the Show button
to move the column to the Visible Columns list. You can
repeat this process several times.
3. Click the OK button to complete the changes you’ve
made. The fields that you have added will now appear on
the screen and the printout.
9 Tip: If you have added several items to the Property Listing Table,
you may have to scroll across on your screen to see all of the fields.
To increase the amount of fields that you can fit on the Property
Listing Table, you can resize the column width (see Resizing
Columns on page 43).
The Default button allows you to reset the columns back to the
program’s default. Click the Default button, and then click
OK to return to the Property Listing Table that includes the original
columns.
Changing the Name of Column Headings
You can change the name of any column headings and alignment of the
columns in the Property Listing Table. By clicking the right mouse button
on a column heading you’ll have access to the menu items shown.
Right click your mouse on the column heading
to change and click on Setup Column. In our
example, we are changing the column name
Price to List Price. You cannot access this
function through the menu bar.
Page 41
The Setup Column window allows you to:
Rename a column heading.
Change the alignment of the
column heading.
Change the alignment of the
contents of the column.
The Best Fit Column option
compares the width of the column
heading with the width of the
widest data being displayed in the
column. The column will
automatically resize to the widest.
The “List Price” heading has been changed.
The Set to Default button will reset your column back to
the original format.
Reordering Columns
You have the ability to reorder your columns on the Property Listing Table.
For example, you may want List Price to be moved in front of the Address
column. To change the order of your columns, follow the steps below:
1. Click your mouse on the column to move. Your cursor turns into a
hand with and doubled sided arrow.
2. Continue to hold down your mouse and drag the column to the location
that you want it to appear.
Page 42
Resizing Columns
The Property Listing Table comes with preset column widths. You can
change the column widths using two methods:
1. Manual Resizing
You can manually resize any column by placing your cursor on the line
between the column that you want to resize and the next column.
Notice that the cursor changes from an arrow to a double-ended arrow.
In the example, the cursor has been placed between the Street Address
and the Suite Number columns. To resize the address column, click
and hold down the left mouse button to drag the column edge to the left
or the right. Release the left mouse button when the column is the
desired width.
2. Computer Calculated Best Fit
You can have the program automatically calculate the best fit for an
individual column or the entire Property Listing Table. In either case,
the program compares the width of the column heading with the width
of the widest data being displayed in the column. The column will
automatically resize to the widest.
Page 43
To calculate best fit for the all of the columns
on Property Listing Table, click on Format >
Best Fit All Columns.
To calculate best fit for an individual column,
right click on the column heading and select
Best Fit.
Viewing Update Information
While in the Property Listing Table, you can view update information for
any contact that is added to your Contact Database (see Chapter 14 –
Contact Database on page 87 and Chapter 16 – Automatic Client Update
on page 115).
Click Format > View > Update Information.
Your Property Listing Table will add the fields
Change, Prev Status, and Prev Price.
To close the update information, click on Format
> View > Update Information again.
Update Information
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Viewing Statistics
While in the Property Listing Table, you can view statistics for any of the
numeric fields. Remember, you can change your column headings so that
you can view statistical fields.
Change your column headings and then click
on Format > View > Statistics.
The Statistics will open at the bottom of your
screen based upon your listings and column
headings. To close the statistics, click on
Format > View > Statistics again.
9 Tip: To view the entire statistical information, click on the down
arrow on the right hand side of the statistics. You can also move the
bar up by clicking on it and dragging it up on the screen.
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Viewing Pictures
While in the Property Listing Table, you can also view the photo of each
property. You must download the photos first (see Chapter 9 on page 57),
then you can view them in the Property Listing Table.
Click Format > View > Pictures.
The Photo for the first property (or whichever
property is highlighted) will open at the bottom
of your screen. To scroll through the
properties, remember to use your up
and down icons on your toolbar.
To close the statistics, click on Format > View
> Pictures again.
9 Tip: To view the entire photo, click on the down arrow on the right
hand side of the picture. You can also move the bar up by clicking on
it and dragging it up on the screen.
9 The Scroll button allows you to scroll through multiple
photos if the property has more than 1 photo and you
downloaded all of the available photos.
Page 46
Sorting Properties
You can sort the properties shown in the Property Listing Table by any of
the fields from the sort list. You have the option to sort using one to three
sort keys in either ascending or descending order.
To sort listings:
Click on Format > Sort Listings or right
mouse button click anywhere on the Property
Listing Table to display the Sort Listings
option.
To set the first sort key, click on the down
arrow on the right edge of the First Key pull
down list box. Continue with the Second
and/or third if needed.
For example, if you have a client whose main concern are properties with
at least four bedrooms, you can search for properties with four or more
bedrooms. Once these properties appear in the Property Listing Table, you
sort the properties so that the first sort key is bedrooms in ascending order,
the second sort key is price in ascending order.
The resulting Property Listing Table would display all of the four
bedroom homes first with the one that was least expensive. The next
group of homes would have five bedrooms with price as described.
If you only want to sort by just the number of bedrooms, right mouse
button click on the heading for bedrooms. Then choose ascending or
descending sort order. All listings will be sorted by the number of
bedrooms.
9 Tip: When clicking on the down arrow, type the first letter of the
field you are searching on to move down the list faster.
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Changing the Font
You can change the Font, Font style, Size and Effects of the Property
Listing Table. This feature gives you the ability to customize the screen
display and printouts.
To make changes:
1. Click on Format > Change Font or
right mouse button click anywhere on the
Property Listing Table to display the Change
Font option.
2. Select the Font from the Font list. The font
selections will vary depending on the fonts
available on your own computer.
3. Select the Font style from the Font style list.
4. Select Size either by selecting from the list or typing a number in the
Size box.
5. Select the Effects by selecting either Strikeout or Underline.
6. The Sample box displays the selections you’ve made.
7. Click OK to complete the changes and view the Property Listing Table
with the new font selections.
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Saving Format as your Search Default
If you would like to save your changes
(visible columns, reordering, column
headings, resizing, sorting and/or font) as the
search default for subsequent searches loaded
into the Property Listing Table, then save
your changes by clicking on Format > Save
Format as Search Default.
9 Tip: This option allows you to save only one format (for saving
multiple formats, see page 50).
Restore Default Format
If you want to bring back the original format
of your Property Listing Table, click on
Format > Restore Default Format. If you
want the original format to be your default
again, then you must click Save Format as
Search Default again.
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Saving and Recalling Multiple Property Listing Table Formats
You have option to create multiple formats that appear on the Property
Listing Table. You can save, recall and delete these formats.
For example, you may want to save and
print a copy for your client that only
contains the Street Address, City or Town
Name, Price, Bedrooms, and Bathrooms.
Then you can customize a printout for
yourself that includes information such as
MLS Number, List Date, Listing Type, and
Listing Agent Number and e-mail. Or, you
can create a format that has just Sold
Information that includes Sold Price, Sold
Date, Seller Type and Selling Agent ID.
Once you save your format, you can recall
it at any time for future searches.
Saving a Customized Format
1. Customize your Property Listing Table.
2. Save your customized format by clicking
on Format > Formats > Save.
3. Type a format name in the data entry
field. In our example, the format is being
saved under the name ‘Client’.
4. You can use any combination of letters or
numbers (up to 22 characters) to save
your format.
5. Click OK to close the window and save
the format.
Page 50
Recalling a Saved Format
1. At some point you will want to recall a
saved format from the list. To recall a
format from the list, you must be at the
2. At the Property Listing Table, click on
Format > Formats > Recall.
3. Select a format from the list and click
the OK button or double click on the
format name to recall the saved format.
4. In our example, the saved format
‘Solds’ will open.
Deleting a Saved Format
1. At some point you may want to delete a
saved format from the list. To delete a
format from the list, you must be at the
2. At the Property Listing Table, click on
Format > Formats > Delete.
3. Select a name from the list and click on
the OK button or double click on the
format name.
4. The program will confirm the format
name to be deleted from the list.
5. Click the Yes button to complete the deletion.
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Finding Text
You can quickly locate a word or group of words in the Property Listing
Table using the Find Text function.
1. While in the Property Listing Table, click on
Format > Find Text. This will open the Find
window.
2. In the Find what section, type the word or group of words you want to
locate.
3. You can select to match the whole word, the word in the case entered,
or you can leave both options unchecked. The program will locate any
word or partial word resembling your entry depending on the options
you select.
4. In the Direction section, select Up or Down to find the matching text
after (Forward) or before (Backward) the highlighted listing.
5. Click on the Find Next button to find the first listing that matches your
selection. The entire listing will be highlighted, not the specific text
that you are locating. Continue to click on the Find Next button to
move through the Property Listing Table.
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View Search Criteria
You can quickly view your search criteria in the Property Listing Table
using the View Search Criteria function.
1. From the Property Listing Table window, click on
Format > View Search Criteria.
2. Use the scroll bar up or down to view any
information that does not fit in the view of the
window.
3. Click the OK button to close the window.
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Printing the Property Listing Table
There are three different ways to print the Property Listing Table:
Click on the print icon on your toolbar.
Click on File > Print Property Listings.
Press the F5 key on your keyboard.
It displays the default printer.
You can click on the pull down
box to select other printers you
have available.
To print all of the listings click
the All Listings option.
To print only the listings that you
have previously marked, click the
All Marked Listings option.
There will be a number just next
to that box showing the number of
listings to be printed.
In this example, there are 4.
To print a range of pages, click the Pages option and fill in the fields,
From and To.
Decide whether or not you would like to Print Locked Columns
(Mark and Picture columns). If you want to include them, click on the
Print Locked Columns option.
You can choose the number of copies to be printed.
You have the option to include your Search Criteria, Row Numbers
and/or Fit to Page (allows all of the information to fit on one page).
The Print Orientation allows you to choose between Portrait or
Landscape when printing. Landscape will allow you to include more
fields on the page than Portrait.
To preview the Property Listing Table, click on the Preview button.
Click on the OK button when you are ready to print your report.
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Closing the Property Listing Table
There are three ways to close the Property Listing Table:
Click on the close icon on your toolbar.
Click File > Close.
Click on the lower X in the right hand corner of your screen.
Exercise 4: Removing Properties from your Property Listing
Table
•
Open a saved search so that you are looking at the Property
Listing Table. After reviewing the list, you decide your client
would not be interested in 3 of the properties, so remove them from
your list.
Exercise 5: Changing Columns
•
Change your columns to create a new format with the fields you
feel your client would like to see on a report (Hint: Format menu).
Exercise 6: Reordering Columns
•
After reviewing your changed columns in exercise 5, you notice
that it would be nice to have some of the columns in a different
order.
•
Move some columns around (Hint: Click and drag).
Exercise 7: Moving Properties in a Different Order
•
You now need to put the list of properties in the order you would
like your client to preview the homes.
•
Move property number 3 to the number 1 spot. Move property
number 4 to the number 2 spot.
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Exercise 8: Creating Multiple Formats
Page 56
•
If you like the format you created in exercise 5 and 6, then save
your new format so you can use it again for another client.
•
Save the new format with the name Client (Hint: File menu).
Chapter 9 – Downloading Photos
CHAPTER 9 - DOWNLOADING PHOTOS
When you are viewing your listings in the Property Listing Table, you have
the option to download photos so you can view the reports that have
photos.
The P column shows the number of photos available for the property. It is
possible to have more than 1 photo per property (the total amount of
multiple photos available is dependent upon your MLS). A 0 in the
column means that no photos are available for the property.
Mark the properties that you would like to have photos of. If you want
photos for all of the properties, then click on Edit > Mark All.
After marking the properties, select one of the following options to
download photos:
Click the get icon.
Click on File > Picture Download.
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Chapter 9 – Downloading Photos
The Get Photos from Host window provides information on the number of
photos available. There are two options for downloading photos:
1 Picture (Front View)
All Available Pictures
Choose one of the options and click the OK button to download the photos.
9 Tip: When you download photos, they are automatically saved to
your hard drive. In doing so, you need to manage the space on your
hard drive (see Chapter 2 – Setting up your Software on page 7).
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Chapter 10 - Reports
CHAPTER 10 – REPORTS
Viewing Reports
The Property Listing Table is the most convenient way to view several
properties at a time. However, if you want to view more information on a
particular property or perhaps view it in a different format, there are several
different report styles to choose from.
1. While in the Property Listing Table, highlight the property you would
like to view.
2. Click on Reports from the Menu Bar and select a
style or click on one of the report buttons on your
tool bar (see below).
The full report contains most of the information available on a listing
but doesn’t have a photo of the property.
The photo report contains most of the listing information and
includes a photo of the property.
The other reports button will display the Reports - Residential
window (shown below).
3. To select a report, click on it once and
then click the OK button. The report
style that you have selected will be
displayed for the property that you have
chosen.
Additional (other) reports are listed
in the Reports - Residential window
(the name and number of reports is
dependent upon your MLS).
Reports at the bottom of the list
(without the asterisk) have been
created in Report Writer and are
considered custom reports. In our
example, we have 1 custom report
called Flyer.
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Chapter 10 – Reports
Scrolling through Different Properties
When you are viewing a property in a report style, you have the option to
scroll through your list without having to go back to your Property Listing
Table.
Use the up and down buttons on your toolbar to guide you
through your properties.
Viewing Multiple Photos on a Report
If a property has multiple photos and you downloaded all available photos,
then you have the option to view these in any of the photo reports.
When you are viewing a report with multiple photos, the scroll
icon will become enabled on your toolbar. Click the scroll icon to
continue to view the additional photos.
Viewing a Larger Photo
While in any of the reports that include a photo, you can double click on
the photo to display a larger version of that photo. This is for viewing
purposes only (not printing).
To return to the report, just double click on the enlarged photo.
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Editing Reports
You have the option to change any of the data fields showing on all of the
reports. Changes made to the reports will only appear on your printout and
will not change the information in the database. When you exit out of the
program and come back in, the changes will not appear. The listing goes
back to the original data.
There are two ways to edit reports:
While viewing the report.
From the Menu Bar.
As you are viewing a report, notice that the cursor changes from an arrow
to an ‘E’ inside of a magnifying glass. By double clicking, you can choose
a field and display the Edit Field window. Click on the items to include or
you can exclude by clicking a selected item to unhighlight it. Click the OK
button after you have made the changes for your printout.
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You can also edit a report by clicking on Edit >
Data.
This opens the Select Field window with all of the available fields. Select
the field to edit and click OK. In the Edit Field window, click on the items
to include or you can exclude by clicking a selected item to unhighlight it.
Click the OK button after you have made the changes for your printout.
Printing a Report
There are three different ways to print the Reports:
Click the print icon on your tool bar.
Click on File > Print Report.
Page 62
It displays the default printer. You
can click on the pull down box to
select other printers you have
available.
To print the current listing (the one
that is highlighted in the Property
Listing Table, click the Current
Listing option.
To print only the listings that you
have previously marked, click the
All Marked Listings option. There
will be a number just next to that
option showing the number of
properties to be printed. In this
example there are 3. You will
multiple listings per page with this option.
To print all of the listings, click the All Listings option
To print one listing per page, click the One Listing Per Page option.
You can choose the number of copies to be printed.
The Print Orientation allows you to choose between Portrait or
Landscape when printing a report. The Print Orientation should be set
to Portrait.
To preview the reports, click on the Preview button.
Click on the OK button when you are ready to print your report.
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Changing the Report Options
The program automatically opens the Full Report and Photo Report when
you click on their respective icons on the toolbar. You have the option to
change these defaults and save a different report. Any report can be used,
including those that you create in Report Writer.
Full Report
1. Open the report you would like to use as the Full Report. This could be
one of the existing reports or a custom report you created.
2. Click on Reports > Make the Full Report.
3. Close the report.
4. Click on the Full Report icon on your toolbar and your
new report will open as the new Full Report.
Photo Report
1. Open the report you would like to use as the Photo Report. This could
be one of the existing reports or a custom report you created
2. Click on Reports > Make the Photo Report.
4. Click on the Photo Report icon on your toolbar and
your new report will open as the new Photo Report.
Default Report
When you are viewing your results at the Property Listing Table, you can
double-click on a property and have a report open that you specify.
1. Open the report you would like to use as the report to
open when you double click. This could be one of the
existing reports or a custom report you created.
2. Click on Reports > Make the Default Report.
4. Double-click on a property and your new report will open.
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AutoPlay! Feature
The AutoPlay feature allows you to have the program automatically scroll
through any one of the reports for the listings that you have searched.
Using AutoPlay can enhance your effectiveness as a real estate
professional in several ways:
If you have a laptop computer, you can take it to open houses to
display properties in the same general area or price range. This will
help generate interest and initiate conversations about local real
estate market activity.
Your office can use AutoPlay for an eye-catching display of
properties for the office lobby or front window. You can search for
the properties that your company has listed and display them in a
continuous slide show format.
To start the AutoPlay feature, click on AutoPlay! on your
Menu Bar. You must be viewing a report for the function to
appear on your menu.
Select All Records or just the Marked Records. You need to mark
your properties first on the Property Listing Table to show the
number of marked records.
The Scroll Pictures option will automatically scroll through each of
the multiple photos available for the properties on your list.
Enter the number of seconds you want the report to delay before
going to the next one.
To stop the Auto Play feature, click StopAutoPlay! from
the Menu Bar.
Page 65
Copying a Photo
You can copy a photo from the program and paste it to different software
programs. Perhaps you want to send a letter to a client and include a copy
of the photo in the correspondence.
1. Open a report that includes a photo.
2. Click on Edit > Copy Picture.
3. Open the document that you would like the picture included in.
4. Paste the picture into the document by using the paste function in the
software program.
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Exporting a Photo
You may need to export a property picture to another software package or
even another computer and want to save the picture as a file.
1. Open a report that includes a photo.
2. Click File > Export Picture.
3. The Picture Export dialog box will open at the
Export directory. This is where all export
pictures are saved unless you change the path
yourself.
4. The program allows you to save the picture in
any of the following formats: BMP, GIF,
JPEG, PCX, or TGA.
5. Enter a File name. In our example, we named
our file the Listing Number.
6. To choose another format, click on the arrow under the Save as type
drop down list and select the desired format.
7. Click the Save button to export the picture.
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Closing a Report
There are three ways to close a report:
Click File > Close.
Exercise 8: Viewing Reports
•
Your client calls you and wants to know if any new listings have
appeared on the MLS.
•
Recall one of your saved searches and submit your search to get the
results. Download the photos for the first 4 properties. Then open
the Full Report, then the Photo Report and then the Client (or
Customer) Report. View a larger version of the photo and then
get back to the original report.
•
Close your reports and the Property Listing Table so that you are
back at the Main window.
Exercise 9: Searching for a Specific Listing Number
•
Page 68
You need to print the Client Report for an open house you are
having this weekend. Your Listing number is ____________.
Chapter 11 – Additional Searches
CAHPTER 11 – ADDITIONAL SEARCHES
Performing an Agent or Office Search
You have the ability to search information about other agents and their
offices through this program. From the Search menu, select Agent or
Office. The following information explains each option in detail.
Agent Search
To perform an agent search, click on Search >
Agent. This will open the Agent Search window.
Choose a category by making your selection from the
Criteria Categories list.
After selecting a category, enter the information in
the Data Entry field.
Click on the OK button when you are finished entering the search
information. The Agent Search results will appear on your screen in a
format similar to the Property Listing Table format.
When you close the window, you have the option of discarding the data or
saving it for viewing or printing later. To save the Agent Search results,
click File > Save As.
Page 69
Chapter 11 – Additional Searches
Office Search
Performing an Office Search is similar to
performing an Agent Search, except that you
choose an office name instead of an agent name.
Follow the steps above for an Agent Search.
Page 70
Chapter 12 – Financials
CHAPTER 12 – FINANCIALS
There are five Financial Functions available through the program:
Amortization Schedule, Buyer’s Closing Cost, Buyer’s Qualification,
Home Buyer’s Analysis and Seller’s Net Sheet.
The results of these calculations are displayed on the screen and can be
printed in an attractive format displaying your name, office name and your
client’s name and address and they can be e-mailed to your client (see
Chapter 13 – E-mailing Reports, Property Listing Table and Financials on
page 79).
There are three different ways to access the Financial Tools Wizard:
Click the financials button on your Quick Access toolbar.
Click on Tools > Financial Functions.
1. Fill in your client’s name, address, city, state and zip code.
2. Enter the Purchase/Sales Price and the Down Payment fields. You can
enter a monetary amount or a percentage. The Loan Amount/Balance
automatically calculates using the formula Purchase/Sales Price –
Down Payment = Loan Amount.
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3. Fill in the Interest Rate, including the decimal point.
4. Click Set Up Costs to add other costs when
building the Buyer’s Closing Costs and Seller’s
Net Sheet.
The Set Up Costs list is a non-editable list of default costs.
You can add any costs by clicking on the Add button and entering
the name and amount and checking the box(es) to classify the cost
as a Buyer’s Closing Costs and/or Seller’s Net Sheet.
Click OK to return to the Wizard.
5. Click Next to go to the Financial Tool list box.
6. Select the Financial by highlighting the name. In our example we are
creating an Amortization Schedule.
7. Click Next to open the Amortization window.
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8. Select your 1st Payment Date, Compound Frequency, and Payment
Frequency. In addition, select an option under Monthly Payments and
Output Frequency and click the Next button.
9. After you review your results, click on the Finish button.
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10. Your report will open back at the main screen.
Editing Your Financial
If you need to go back and change any of the data, then
click on Edit > Change from the Menu Bar. The
Amortization Schedule will open. Make your changes
and click OK to run the report again.
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Financials Printout
There are two ways to print the financial reports:
Click the print icon on your toolbar.
Click on File > Print Financials.
Click the OK button when ready to print.
Click the Cancel button to close the Print window.
Click the Preview button to preview the report before printing.
Be sure to have the Print Orientation set to Portrait.
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Saving Financials
1. Click on File > Save As.
2. The File Save As dialog box will open at the
Data directory.
3. Give your Financial a file name. In our example,
we named the file Joe. The financial files are
saved with a .fin extension.
Closing a Financial
There are three ways to close a financial:
Click File > Close.
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Opening a Saved Financial
1. Click on the Open icon on your toolbar.
2. The File Open dialog box will open at the Data directory.
3. Select Financial Files (*.fin) from the Files of type drop down box.
4. Highlight the financial file to open and click the Open button or double
click on the file name.
Deleting Financials
1. Click on File >Delete.
2. The File Delete dialog box will open at the
Data directory.
3. Select Financial Files (*.fin) from the Files of
type drop down box.
4. Highlight the financial file to delete and click
the Open button or double click on the file
name.
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5. You will be prompted "Are you sure you wish to delete?" and click
Yes. This will remove the Financial from the list.
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Chapter 13 – E-mailing Reports and the Property Listing Table
CHAPTER 13 - E-MAILING REPORTS, THE PROPERTY
LISTING TABLE AND FINANCIALS
If you have an Internet Service Provider and an E-mail account, you can
E-mail reports, the Property Listing Table and financials to your client
from the program. The program will open an E-mail Wizard and guide you
through the steps.
E-mailing Reports
Follow the steps below to E-mail a report to your client.
1. Submit the search for your client or open a saved file. The properties
will appear in the Property Listing Table.
2. Open the desired report to E-mail, for example, you may want to Email the Photo or Customer Report to your client.
3. Click on File > Send as E-mail. This will open
the What to E-mail in the E-mail Property
Detail Reports window as seen below.
4. Select which properties from the Property Listing
Table you want to E-mail by checking one of the
options listed. If you don't want to E-mail all the
properties in the Property Listing Table, then
mark the properties you want to send. If you
want to send only one property, then highlight
the property by clicking on it. Click Next to get
to move to the next screen.
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5. The Format of E-mail window opens. The program automatically
selects the E-mail as a Browser link option. Keep this option selected
if you would like to send your client a professionally formatted e-mail,
which includes a link to the reports that you sent them, plus guidance
and assistance to view them. If you want to send the e-mail as
attachments versus a link, then select the second option. Click Next to
continue.
6. The Who to E-mail window opens. Enter the address of the person
you are sending the reports. Your E-mail address, Name, Signature and
Website Address fields are automatically populated if you entered the
information in the Primary Agent tab under Options > Preferences on
page 7. Enter your Subject and Message. Click Next to continue.
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7. The When to E-mail window opens. Select the option to either send
the E-mail now or Send E-mail later. The third option will be disabled
unless you are sending the e-mail with attachments. If you select Send
E-mail later, see E-mailing at a Later Time on page 84. Click Finish
to send the e-mail.
8. Below is an example of the E-mail that is sent to your client. As you
can see, the E-mail includes a link to the reports that you have sent.
9. Click on the link and the Listings Summary window will open as seen
on the next page.
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10. You have the option to print summary or print marked reports.
11. Click on a listing and the report type that was E-mailed will open.
E-mailing the Property Listing Table
You can E-mail the Property Listing Table to your client.
1. Submit the search for your client or open a saved file.
2. Customize your listings by removing properties, columns, etc.
3. While at the Property Listing Table, click on File >
Send as E-mail. This opens the What to E-mail
in the E-mail Property Listing Table window as
seen below.
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4. Follow steps 4 – 10 above in E-mailing Reports starting on page 79.
Example of Property Listing Table
E-mailing Financials
You can E-mail the Financials to your client.
1. Open your saved Financial.
2. Continue to click on the Next button until you have opened the
financial and are looking at the report.
3. While at the financial, click on File > Send as Email. This opens the What to E-mail in the E-mail
Financial window as seen below.
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4. Follow steps 4 – 10 above in E-mailing Reports starting on page 79.
Example of Amortization Schedule
E-mailing at a Later Time
If you decided to send your E-mail at a later time, then the next time you
open the program, a message will appear on your screen as seen below.
Click Yes to have the E-mail(s) sent right away.
Viewing Outbox
If you selected No above, then you can view
your E-mail(s) that have not been sent by
clicking on Tools > E-mail > View Outbox.
Highlight the E-mail to send and click the Send
Now button.
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Viewing History
You can also view your history of E-mails
that have been sent out by clicking on Tools >
E-mail > View History.
You can delete items off the list by using the
Delete button.
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Resetting E-mail Options
If you want to reset your E-mail so that the
program looks at the default e-mail program
loaded on your computer, then click Tools >
E-mail > Reset E-mail Options. Click Yes
to accept your default e-mail.
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Chapter 14 – Contact Database
CHAPTER 14 - CONTACT DATABASE
The Contact Database resembles and functions like an address book. You
can store client information and manage client files. Clients can be added,
modified and deleted. Five types of files can be associated with a client:

Search Criteria
Search Results
Financial Analysis
CMA’s (add on module)
Buyer’s Tour (add on module)
Adding Contacts
To add a new contact to your
database and utilize all of the it’s
features, follow the steps below:
1. Click addr. book on your Quick Access
toolbar or click on Tools > Contact
Database > Address Book.
2. Click the Create Contact button. The New
Contact Information Wizard opens.
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3. The New Contact Information screen opens at the Name tab. Enter
your contact name and information and click the Additional
Information tab.
4. Enter your business information and important notes if desired. Click
the Create Search & E-mail button to open the Create Search Profile
& Setup E-mail Wizard.
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5. Enter a name for the Search Profile and click Next. If you decide to
cancel at this point, then see Adding Search Criteria for a Contact on
page 97.
6. Enter the search criteria that you will associate with the client and click
OK.
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7. The program automatically selects the option to add the contact to the
Automatic Client Update. If you keep this selected, then the program
will automatically e-mail the results of the Automatic Client Update to
your client. The e-mail will include new listings, listings with price
changes and listings with status changes (see Chapter 16 – Automatic
Client Update on page 115). Uncheck the box if you do not want to
include this client in your Automatic Client Update list. The program
will bypass the E-mail setup and take you to the Client Mode. Click
Next to continue.
8. Your client’s e-mail address (if entered in the name/contact information
tab) will populate in the To section. You can change or add additional
e-mail addresses. Your e-mail address, your name, website address,
and signature will auto populate if you entered this information in
Options > Preferences (see Primary Agent and Brokerage on page 1112). Enter a subject and message. You can also request a copy of the email by checking the option at the bottom of the window. Click Next
to Continue.
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9. Select a report format for the e-mail by highlighting the report name. If
you are sending the update to your client, be sure to select a client only
format. You will see an example of the report formats in the Report
Preview area to the right of the list. Click Next to continue.
10. The program automatically selects the option to open this contact file
so that your search criteria will automatically populate and the saved
search results will be associated to this contact. Click Finish.
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11. The Search window opens with your search name in the top left corner
of the window along with the criteria that you already added for your
client. Click OK to get your matching listings.
12. Feel free to edit your Property Listing Table (see Chapter 8 – The
Property Listing Table on page 35). This becomes your initial list of
properties for your client. You can print this list for your client or you
can e-mail them the list (see Chapter 13 – E-mailing Reports, the
Property Listing Table and Financials on page 79). From this point
forward, the automatic client update function will e-mail any
changes from the initial list including new listings, listings with
price changes and listings with status changes.
13. Save the results by clicking on File > Save As. The program will
automatically name your file for you. Click the Save button.
14. Close out of your client’s results by clicking the close button
on your toolbar.
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Editing a Contact (General Information)
To edit general information such as name, residence, business and/or notes
for an existing contact follow the steps below:
1. Click addr. book from the Quick Access toolbar or
click on Tools > Contact Database > Address Book.
2. Highlight the name of the contact to edit and click on the Edit Contact
button.
3. Click the Name or Additional Information tab to add and/or change
information and click OK.
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Editing Search Criteria and/or E-mail Options
To edit the search criteria and/or e-mail options for an existing contact
follow the steps below:
1. Click addr. book from the Quick Access toolbar or
click on Tools > Contact Database > Address Book.
2. Highlight the name of the contact to edit and click on the Edit Contact
button.
3. Click the Search Criteria tab. You will see the search criteria that was
added when using the Wizard. Click the Edit button.
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4. The Search Window will open. Make your changes and click OK. In
our example, we added a price range.
5. The e-mail window will open. Make any necessary changes and click
OK. If you don’t have any changes, then click OK to open the e-mail
report option window.
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6. Select a different report and click OK. If you don’t need to change the
report, then simply click OK to get back to the search criteria tab.
7. Verify any changes and click OK to get back to the Address Book
window. Be sure that the Enable Automatic Client Update and Enable
Automatic E-mail functions are selected as well as verifying the report
format. Click OK to get back to the Address Book window. Click Close
to close the Address Book window.
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Adding Search Criteria for a Contact
Let’s say you started adding a client using the Address Book, but found
yourself out of time and did not get a chance to add your client’s search
criteria. To come back in at a later time and add the search criteria to a
contact follow the steps below:
1. Click addr. book on the Quick Access toolbar or click on
Tools > Contact Database > Address Book.
2. Highlight the name of the contact and click on the Create Search & Email button.
3. Enter a name for the Search Profile and click Next.
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4. Enter the search criteria and click OK when finished.
5. The program automatically selects the option to add the contact to the
Automatic Client Update. If you keep it selected, then the program will
automatically e-mail the results of the Automatic Client Update to your
client. The e-mail will include new listings, listings with price changes
and listings with status changes (see Chapter 16 – Automatic Client
Update on page 115). Uncheck the box if you do not want to include
this client in your Automatic Client Update list. The program will
bypass the E-mail setup and take you to the Client Mode. Click Next
to continue.
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6. Your client’s e-mail address (if entered in the name/contact information
tab) will populate in the To section. You can change or add additional
e-mail addresses. Your e-mail address, your name, website address,
and signature will auto populate if you entered this information in
Options > Preferences (see Primary Agent and Brokerage on page 1112). Enter a subject and message. You can also request a copy of the email by checking the option at the bottom of the window. Click Next
to Continue.
7. Select a report format for the e-mail by highlighting the report name. If
you are sending the update to your client, be sure to select a client only
format. You will see an example of the report format in the Report
Preview area to the right of the list. Click Next to continue.
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8. The program automatically selects the option to open this contact file
so that your search criteria will automatically populate and the saved
search results will be associated to this contact. Click Finish.
9. The Search window opens with your search name in the top left corner
of the window along with the criteria that you already added for your
client. Click OK to get your matching listings.
10. Feel free to edit your Property Listing Table (see Chapter 8 – The
Property Listing Table on page 35). This becomes your initial list of
properties for your client. You can print this list for your client or you
can e-mail them the list (see Chapter 13 – E-mailing Reports, the
Property Listing Table and Financials on page 79). From this point
forward, the automatic client update function will e-mail any
changes from the initial list including new listings, listings with
price changes and listings with status changes.
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11. Save the results by clicking on File > Save As. The program will
automatically name your file for you. Click the Save button.
on your toolbar.
Deleting a Contact
To delete an existing contact follow the steps below:
1. Click addr. book on the Quick Access toolbar or click
on Tools > Contact Database > Address Book.
2. Highlight the name of the contact to delete and click on the Delete
Contact button.
3. Check the box to delete the associated
files with this contact and click OK.
4. Click the Close button to close the
Address Book window.
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Associating Financial Files
The Associate with a Contact function lets you associate files of any type
(financial, CMA’s and Buyer’s Tour files) with a particular client.
1. Run a financial report for your client or open a saved financial file so
that you are looking at the report (see Financials on page 71). Be sure
to save your file.
2. Click File > Associate with a Contact. The
Associate Contact-Financial window opens.
3. Click on the desired contact name and click the
Associate button.
4. Close out of your client’s results by clicking the close button on
your toolbar.
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Viewing Associated Files
To view a list of the files associated with a client:
1. Click addr. book from the Quick Access toolbar.
2. Highlight the contact and click on the Edit Contact button.
3. Click on the Associated Files tab. Click on the + sign to see a list of
associated files.
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Unassociating Files
To unassociate a file currently associated with a contact:
1. Click addr. book from the Quick Access toolbar.
2. Highlight the contact and click on the Edit Contact button.
3. Click on the Associated Files tab. Click on the + sign to see a list of
associated files.
4. Highlight the file to
unassociate and click the
Unassociate button.
5. Check the box to delete
the file from the system
and click OK.
6. Click OK one more time to close the Edit Window.
7. Click the Close button to close the Address Book window.
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Printing the Contact Database
You have the option to print your contact database in three different
formats: Brief Format (information columns combined), Full Format
(standard report form) or Card Format (concise printing in vertical format).
Click addr. book from the Quick Access toolbar and then
click the Print button.
It displays the default printer. Click
on the drop down box to select
alternate printers.
You can choose the number of copies
to be printed.
Select All Clients or just the one
client selected.
Select Brief, Full or Card Format.
The Print Orientation allows you to
choose between Portrait or
Landscape.
To preview the format, click on the
Preview button.
Click the OK to print.
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Exporting the Contact Database
You can export your Contact Address Book to another software program as
a standard text file. The text file can then be imported into any software
program that accepts text programs. To export your client data, follow the
steps below.
1. Click on Tools > Contact Database > Export. This opens the Export
Contact Database dialog box.
2. Type a name for your file in the File name field. In our example, we
named our file contacts.
3. The file is automatically saved as a Text File (.txt) in the User directory
unless you change the directory. You can save the file wherever you
like.
4. Click the Save button and when finished, a window opens to confirm
the export was successful and the path where you can find the exported
file.
5. Import your file into a similar program.
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Importing the Contact Database
The program allows you to import a text file from another software
program into your Contact Address Book. The file must be formatted
properly; it must contain the same fields in the same order as the Contact
Address Book.
1. Click on Tools > Contact Database > Import. This opens the Import
Contact Database dialog box.
2. Find your file to import into your Contact Address Book.
3. Click on the Open button and your Contact Database will import the
text file. A window opens to confirm the import was successful.
Opening Associated Files for a Contact
If you would like to open saved search results or Financials for a contact,
then you need to use the Open Contact icon on your toolbar versus using
the address book option (that is for viewing only).
1. Click on the open icon on your toolbar.
2. Highlight the contact from the list. The Search Results folder will
display to the right with a + sign.
3. Click on the + sign to view the list of files. Highlight the file to open
and click on the Open button. Your Property Listing Table will open
with any changes that have occurred.
on your toolbar.
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Exercise 10: Creating a Seller’s Net Sheet
Create a Seller’s Net Sheet for your Client using the following data:
•
•
•
•
•
•
•
Use any Client’s Name and Address.
Home Sales Price of $350,000
Interest Rate of 7.0%.
First Loan Balance of $150,000
$9000 for the Brokerage Fee (be sure to click on the $ option
under Brokerage Fee)
Additional Costs to include:
1. Roof Repair
2. Pest/Termite Inspection and Report
3. Reconveyance Fee
Be sure to Preview your report and Save the Seller’s Net Sheet.
Exercise 11: Adding a Client to your Contact Database
•
Add a client to your Contact Database and follow the wizard.
•
Search for a house with 3 or 4 bedrooms and at least 2
bathrooms. Their price range is $300,000 or higher. Select a
District, or City or Area that applies to your MLS.
•
Be sure to add your contact to the Automatic Client Update.
•
When you are done adding the client, be sure to open the contact
file so that you can launch the search. Open the search window
and submit your search.
•
Save the search results (Hint: File menu).
•
Be sure to close your Property Listing Table and then close the
contact.
Exercise 12: Associating a File
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•
Open one of your saved financials and Associate it with the client
you added in exercise 11. Be sure to go all the way through the
wizard to get to the report.
•
Go back to your Contact Database and view your Associated Files
for this contact. Your financial file should be listed.
Chapter 15 – Timed Download
CHAPTER 15 – TIMED DOWNLOAD
The Timed Download function allows you to create a local database on
your hard drive. The database you create will contain the properties in the
areas or cities that you designate. Searching can then be performed without
dialing into your MLS. To fully take advantage of a local database, the
information must be updated regularly. For Office Users, the Timed
Download feature is reserved for the Office Administrator.
Setting up a Timed Download
1. Click on Search > Set Up Timed Updates or
click the tdl button on the Quick Access toolbar.
The Setup Timed Download/Client Update
window opens.
2. To set up the Timed Download, click the Setup
button to open the Timed Download window.
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Chapter 15 - Timed Download
3. Highlight the Property Type to be included in your database. Each
Property Type must be set separately. In our example, we are setting
up Class 1 – Residential.
4. Click the Define/Edit Criteria button to enter the criteria of the
properties that you want to include in your database.
5. Enter the search criteria for the properties that you want to include in
your database. If you are searching for more than one status, such as
Active or Sold, then be sure to use List Date to limit your listings.
Click OK when finished.
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6. After you set your criteria, the Timed Download window will open
again and a checkmark will appear next to the property type that you
have set criteria for and you will see the word Yes under the Criteria
Set column. In addition, your criteria will be listed in the box under the
Define/Edit Criteria button.
7. You then have the option to automatically
download no photos, all available photos or
you can select to download a specific number
of photos per property. In our example, we
selected to download only 1 photo per property
for class 1 - Residential.
8. Follow steps 4 – 7 for additional
Property Types to download.
9. If you prefer to set up the photo
option for all of the classes that
you have set criteria for, then
select the All Property Classes
option and then select whether to
download no photos, all photos or
download a specific number of
photos. In our example, we
selected to download First 1
Photo for the 2 classes that are set
up with criteria.
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10. You have the option to Reindex your Local Database after your
download is complete by clicking on the Advanced button at the
bottom of your screen (see Chapter 17 - How to Maintain your Local
Database on page 119). Click OK to get back to the Set Up Timed
Download window.
11. After selecting all of your items in the
Set Up Timed Download window,
click OK. You are now back at the
Setup Timed Download/Client
Update window.
12. Enter a Start Time in the Time field.
13. Select the Update Period for the
subsequent downloads to be
performed.
14. Click the OK button to set the
download for the time specified. If
you want to start the download
immediately, then click on the Start
ASAP box.
15. A check mark now appears next to the Set Up Timed Updates option.
This means the Timed Download is set and will start according to the
options selected.
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9 Tip: The Start Time and Update Period will apply to your Timed
Download AND your Client Updates if both are enabled and setup
(see Chapter 16 – Automatic Client Update on page 115).
9 Tip: For the download to be successful remember to leave your
computer on, and Listings open. At the time you have specified, your
local database will automatically be updated. Updates on all set
property types will be performed.
9 Tip: Because an initial timed download set to download all listings
may take awhile, the Update Period should be set to 24 hours. Future
downloads will not take as long, because only updated listings and
information will download. Update periods for subsequent timed
downloads can be set to occur more frequently.
9 Tip: While a Timed Download is being performed, you cannot
perform any other task in the program.
Successful Timed Download
A Status Messages window will open when your timed download is
successfully completed.
Notice in the example that Class 1 and Class 2 have been downloaded
and the number of records and pictures associated with each class.
Downloaded files are automatically saved in the DB directory and
downloaded pictures are automatically saved in the picture directory
(see Chapter 18 – File Structure on page 120).
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Submitting a Search after a Timed Download is Performed
After you enter all of the search criteria, you are ready to submit the search
to find the matching properties. To submit your search, click the OK button
in the Search window. Note: You will see the Database Location window
ONLY if you have performed a Timed Download. Otherwise, it will dial
into your MLS automatically.
Connect button: Dials directly to your MLS.
Local button: Accesses the information in your local database. If you have
set up the Timed Download feature, you can access the local database by
clicking the Local button. Notice that next to the Local button, the
program alerts you to the last time your database was updated. This will
ensure that the information in your local database is current.
9 Tip: A local database search is much quicker than dialing into your
MLS.
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Chapter 16 – Automatic Client Update
CHAPTER 16 – AUTOMATIC CLIENT UPDATE
Setting up an Automatic Client Update
The Automatic Client Update program allows you to automatically update
an existing client’s listings anytime rather than using the Client Update
function explained in Chapter 8. The Automatic Client Update function
uses the same timer settings that the Timed Download program uses. For
Office Users, the Automatic Client Update feature is reserved for the
Office Administrator.
The update information will indicate if there are any changes in the listing
report such as status or price. It will also indicate any new listings, and if a
listing no longer meets the client’s criteria. The new data is automatically
stored and linked to that client.
9 Tip: To work properly, you must have clients in your Contact
Database with search criteria defined, search results saved and linked
to a specific client (see Chapter 14 – Contact Database on page 87).
1. Click Search > Set Up Timed Updates or click the
tdl button on your Quick Access toolbar. The
Setup Timed Download/Client Update window
opens.
2. To set up the Automatic Client Update, click Setup
button to open the Automatic Client Update window.
115
3. Your saved clients will be listed on the
form.
4. Check the box for each client that you
want to be included in the update or click
the Select All button.
5. Click the OK button to accept your
choices and open the Setup Timed
Download/Client Update window.
6. Enter the Start Time in the Time field.
7. Select the Update Period for the
subsequent updates to be performed.
8. Click the OK button to set the Update for
the time specified. If you want to start
the update immediately, click on the Start
ASAP button.
9. A check mark now appears next to the
Set Up Timed Updates option. This
means the Automatic Client Update is set
and will start according to the options
selected.
9 Tip: The Start Time and Update Period will apply to your Timed
Download AND your Client Updates if both are enabled and setup.
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Successful Automatic Client Updates
A Status Messages window will open when your automatic client
update is successfully completed.
Notice in the example that it lists your clients whether the system found
any changes.
The window tells you to go to File > View Automatic Client Updates
to view detailed update information.
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Viewing Client Update Results
1. Click on File > View Automatic Client Updates
from the Main window. The Automatic Client
Update Results window opens.
2. Select a client by highlighting the name. The data
for that client will appear on the right side of the
window.
9 Tip: The Open button will open your saved update results with
additional update information.
Printing Client Update Results
Click on the Print button in the Automatic
Client Update Results window.
You have the option to print the update for
All Searches or just for the Selected Search
only.
Click on Preview to preview the report
before you print.
Click OK to print.
9 Tip: Your data will remain in this window even after you exit the
program. Go to File > View Automatic Client Update Results at any
time.
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Chapter 17 – How to Maintain Your Local Database
CHAPTER 17 – HOW TO MAINTAIN YOUR LOCAL
DATABASE
If you utilize the Timed Download function, you may need to re-index your
local database. If you change your Timed Download search criteria
frequently, you will need to perform this procedure periodically. Changing
the criteria frequently results in a local database that contains many records
marked for deletion. The re-index procedure removes all records that are
marked for deletion and rebuilds the index, the .MDX file found in the DB
subdirectory, based on the remaining records. This will provide more free
disk space on your hard drive.
1. Click on File > ReIndex Database.
2. The ReIndex/Pack Local Database dialog box
will open as shown below.
3. Select the database that you would like to re-index by clicking on the
file name.
4. Click the Open button to perform the re-index procedure. The process
can take anywhere from a few seconds to several minutes.
5. Repeat the process for every class of property in your local database.
9 Tip: When setting up your Timed Download, we suggest you select
the option Reindex Local Database so that you won’t have to perform
the Reindex as a separate function as explained in this chapter (see
Advanced Options on page 112).
119
Chapter 18 –File Structure
CHAPTER 18 – FILE STRUCTURE
To open Windows Explorer, click on Start > Programs > Windows
Explorer or you can right click your mouse on the Start button and select
Explore.
WyldFyre Listings 7 automatically installs to the c:\WyldFyre directory
(unless you specified otherwise during the installation process) along with
several subdirectories.
Windows Explorer with the WyldFyre 7 folder expanded
120
Windows Explorer with the Data subdirectory selected
Subdirectories
Addlist: This subfolder is not currently being used in WyldFyre Listings.
Areamap: This is where the program for StreetMaps resides.
Classinfo: This holds the definitions for control words and characteristics
that make up a particular class of property.
Cma: This is where the program for CMA Pro resides along with your
saved CMAs.
Cma_rpt: This is where the CMA reports reside for the CMA Pro module.
Cust_rpt: This is where all custom reports (using Report Writer) are saved.
Reports that are saved in class 1 are saved with a .rp1 extension, class 2
reports are saved with a .rp2 extension, etc.
Data: This is where your saved search results and saved financials are
stored. Your data files are saved with a .src, .mls and .dbf file extension
and your financials are saved with a .fin extension.
121
Db: This is where your data is stored after a timed download is performed.
Three files exist for each class. For class 1 you will see class1.dbf,
class1.mdx and class1.mls. For a class 2 you will see class2.dbf,
class2.mdx and class2.mls.
Download: This directory is not currently used.
Export: This is where your exported Property Listing Table and property
photos are saved. The Property Listing Table is automatically saved with a
.dbf (DBASE) extension and your property photos can be saved with a
.JPG, .BMP, .PCX or .TCA extension.
Help: This is where you can find the Help files for the program. You must
have Adobe Acrobat to be able to read the files.
Mail: This is where your email reports are saved when using the Send as
Email function.
Picture: This is where all your photos are stored once you dial into the
MLS and select “Download Photos” as well as when you perform a Timed
Download and request pictures. The file name of each picture is the MLS
number.
Platmap: This directory is not currently used.
Std_rpt: This is where all of WyldFyre Listings Standard Reports reside.
Temp: This is a holding area for files.
Tour: This is where the program for Buyer’s Tour resides along with your
saved Tours.
Tour_rpt: This is where the Buyer’s Tour reports reside for the Buyer’s
Tour module.
Upload: This directory is not currently used.
User: This holds printer definitions, the last search results, and the users
saved search criteria.
122
9 Tip: You will want to back up various directories if at some point you
purchase a new computer and you want to copy your files over to the new
computer. You may want to back up the cma, cust_rpt, data, db, export,
tour and/or user directories.
9 Tip: At some point you may need to delete some old files out of
WyldFyre Listings. The common directories to delete information are
the cust_rpt, data, db, export, and picture directories.
9 Tip: Don’t forget you can utilize the Advanced Preferences function
to maintain your data and picture files (see Advanced Preferences on
page 10).
123

welcome to wyldfyre

Transcription

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