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Deleting non required details - i.e. rental clients who've sold

Last post 04-21-2008, 15:02 by proptrackgirl. 3 replies.
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  •  03-14-2008, 13:23 148

    Deleting non required details - i.e. rental clients who've sold

    Dear All,

    I'm learning the new software and I created a "fictitious" account to learn with. I now want to get rid of these details, how do I delete them?

     

    Also, how do I edit the low - med - short term costings for an individual property, again, whilst I'm learning?

    Cheers,

     

    Paul

  •  03-15-2008, 11:35 152 in reply to 148

    Re: Deleting non required details - i.e. rental clients who've sold

    Hi Paul,

    Go into RENTALS - SET UP MY COSTINGS you will see the costings that you have set, be sure to select the tab ALL COSTINGS to view all.

    Then you can remove these by selecting the cross at the end of the row, these can only be remove as long as there are no properties associated with the costing.

     

    Cheers,

  •  04-16-2008, 15:42 243 in reply to 152

    Re: Deleting non required details - i.e. rental clients who've sold

    New to this too.  How do I, remove a duplicate solicitor, when there is no edit or little green cross to delete?

    www.milleniumproperty.com
  •  04-21-2008, 15:02 246 in reply to 243

    Re: Deleting non required details - i.e. rental clients who've sold

    Hi Caroline,

    If you have a duplicate solicitor, for the time being you could overwrite the duplicated information with another solicitors contact details and amend the record.

    I have put in a feature request for the ability for 'administrators' to be able to archive company and solicitor contacts from proptrack so that they can be removed from view.

     


    Proptrack Real Estate Software
    www.proptrack.com
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