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How do I create a list of all my available Properties?

Zenya Allen
Zenya Allen
  • Updated

The steps below show you how you can produce a Property List of all your available properties, including:

  • Sending the list by email
    • If sending by email, selecting HTML or PDF attachments
  • Printing the Property List
  • Selecting the style of Property List
  • Producing a list with or without photos
  • Saving customised Quick Text email messages
  • Ensuring your property is set up to show on the available Property List
  • Generating a Custom Property List

This article includes: 

Producing an available property list

  1. Click Miscellaneous on the main toolbar
  2. Click Property List on the dropdown menu
  3. The Match and Mail will start to generate, Build Lists may take a moment to open
  4. All properties with an Available Date appear in the list
    1. Tick Incl to select the properties you want to email or print
    2. Click List
    3. A list of styles appear. Click the style of Property List you want to produce
    4. The style you selected appears under the List button
    5. Print your Property List
      1. Click the cog on View/Print
      2. Click either Send to Printer or Send to Screen
      3. Click View/Print to produce your Property List as selected in the step above
    6. Email your Property List
      1. Click the cog on Email 
      2. Click either HTML link or PDF attachment
      3. Click Email
      4. The Email Content displays. Add the recipients email address
      5. Add your message in Custom Message
      6. Click OK to send your email
      7. Click OK to confirm Mailing Complete

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Properties not appearing in the property List

  1. Double click Properties from the side menu
  2. Search for the relevant Property using Search Text by Name, Code or Status
    1. Alternatively, find the Property using Additional Options from the dropdown menu
    2. Or select a Branch if multi branch is set up on your CFPwinMan
  3. Available Date - Ensure you have a date in this field
  4. Click the disk icon, Save this record on the toolbar

Save a new quick message

If you are regularly creating the same email message, you can save several Quick Text Messages.

  1. Follow the steps above in Producing an available property list to send a Property List by Email
  2. Add your message into Custom Message
  3. Click Save as New Quick Text
  4. Type a name to save your message
  5. The next time you send an email and want to use your new Quick Text message, click the dropdown next to Quick Text
  6. Select the Quick Text name that you want to use
  7. Click Add Text
  8. The message appears in Custom Message where you can edit it further, if required
  9. Click OK to send your email

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Custom property List

You have the option to create your own Custom Property List, then sort it in a particular order i.e. bedrooms, price, etc before sending it by email or print to the recipient.
For more information on Custom Property List Designer user guide, click here

  1. Click Miscellaneous on the main toolbar
  2. Click Property List on the dropdown menu
  3. The Match and Mail will start to generate, Build Lists may take a moment to open
  4. All properties with an Available Date appear in the list
  5. Tick Incl to select the properties you want to email or print
  6. Click Export 
  7. Click Custom Report List
  8. The Internal Property List displays 
    1. Select the name of the report you created 
    2. Select Ascending or Descending, to re-order your list by bedrooms and price
    3. Either Print, Preview or Email for the recipient