Most of you are probably aware of the Batchmenu options but I thought I'd highlight a few of them just to let you know that there are ways in which your live can be made easier. If you're in the Contractsbrowse there is the option toAdd Additional Charge to Marked Contracts. You could use this function to add excessive proof charges for multiple customers at once, or say you've received multiple NSF checks, instead of going into the contracts one by one, you can mark them and then add the fee all at once. Under Listingsbrowse you can Make Duplicate Listings from marked records and under Leads you canAdd Comment to Marked Leads. If you have a minute or two go ahead and look at these menu features... you'll be surprised at what's available!
No comments:
Post a Comment