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Chris Horroll

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Articles

Recent activity by Chris Horroll

  • How do I change the default email and SMS messages

    There are a number of automatic default email messages already set up in User Defaults. These can be edited ad hoc as the email or SMS is being sent, or, the default message can be changed permanen...

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  • How do I edit headers and set reminders of a notes box?

    On every Landlord, Tenant, Applicant and Tenancy Information record, there are four Notes boxes. On the Property Information, there are three Notes boxes. The headers for these Notes boxes can be ...

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  • How do I add additional dates?

    You can set up two different types of date reminders on an Information record. User Definable Dates - These appear on the Organiser in the Additional Dates tab and which can be set on a Property,...

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  • How can I add new enquiry sources?

    On a Landlord and an Applicant/Tenant Information record, you can select the source from where you received the enquiry. The list of Enquiry Sources can be edited and more added in User Defaults. ...

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  • How do I add a new status?

    Status types are available to select on every Landlord, Property, Applicant, Tenancy, Tenant, Guarantor and Contractor Information record. They enable you to select a group of contacts, filtered by...

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  • Can I notify staff when there is a status change

    It's possible to send an email notification to a colleague when a property status is changed. For example, you can set up a rule so that if the property Status is changed, those users set up in the...

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  • Add a warning banner to information records

    The steps below outline how you can add a warning banner to certain information records, associated with a specific status type.  The On Hold Status allows you to add a warning banner that displays...

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  • How to clear Grid Layouts

    The steps below outline how to clear your Grid Layouts in CFPwinMAN. Click Defaults on the main toolbar Click User Defaults on the dropdown menu Click Clear Grid Layouts A message appears. Click ...

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  • How do I archive records?

    You can archive Landlords, Properties, Tenancies, Applicants and Contractors by changing their Status to Archived. This removes their record from appearing in searches and reports. In order to do t...

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  • Error code 30 - printer not activated

    During your usage of CFPwinMan, if you encounter error code 30, this relates to the printer not being activated. There is a simple fix we offer which involves downloading and running a file to corr...

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