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Pro Gold i2 Online User Manual

 

Chapter 27 - Processing A Seller's Progress Report

Progress Report Dates

  • Three requirements must be met to be able generate a progress letter for a listing:
    • First,  Active for Sellers Progress Reports box in Progress Letter Tab marked active
    • Second, property must be marked active for marketing activity in Marketing Tab
  • Third, property must a date entered in the Next Progress Report Date field
    • Normally, this date is entered when you first establish the property:
    • Insert mouse pointer in the Next Progress Report Date field; then double click
    • System will automatically insert a date based on the Progress Report Frequency block parameter (e.g., 14 days) specified in the Progress Letter Tab under the main Setup Tab’s Change Company Information Icon
  • When entering a date for a property already established, manually enter the date you desire the next letter to be generated

    • Note:  When selecting the Progress Report, the system generates a letter for every property listing that has a Next Progress Report Date that falls on or before the date the report is actually printed (i.e., the system date on the day the report is printed).  It will also prompt the user to update the progress report date based on the Progress Report Frequency block parameter (e.g., 14 days) specified in the main Setup Tab once printing is complete.