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Complete Online Business Solutions for Real Estate Agents |
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How do I modify all my selected members at the same time? 1. Click the "Members" button at the top of the screen. 2. Run an advanced search to find the members you want to modify. It is best to select "All" from the "Members Per Page" menu which displays all your members on one page. 3. From the list of all your members, mark the members you want to modify. 4. Click the "Save Changes" button. 5. When you "Save Changes," a button, "Modify My Marked Members," will appear. 6. Click the "Modify My Marked Members." 7. You can now A) apply an action to all your selected members or B) modify what these members can view. 8. The "Marked Member Actions" section enables you to: "Disable Marked Members," "Enable Marked Members," "Delete Marked Members," "Re-assign Marked Members" to a teammate, "Disable Email Updates," "Enable Email Updates", "Change Email Format" from "HTML" (with pictures) to "Plain" text" or "Change Ranking" of all marked members. You apply these actions by clicking the appropriate actions buttons. 9. The "Modify what my members can view" section enables or disables the following viewing privileges: a. Addresses b. List $ divided by Sq. Ft. c. Sold $ divided by Sq. Ft. d. Assessment Calculations. e. Days on Market. 10. Click "Return" when you are finished. 11. Note: If you wish to send an email with access information to your marked members, you must first click the "Disable Marked Members" button. Then click the box for "Send Email with Access Info" and click the "Enable Marked Members" button. 12. Note: To re-assign all marked members to a teammate, select the teammate you wish to assign the members to from the drop down list. If you wish to send a transfer notice to the member and / or the teammate, check the appropriate box(es). Click the "Reassign Marked Members" button. 13. Note: To change the email format for marked members, select whether you would like them to receive "HTML" or "Plain" emails by clicking the appropriate radio button. Then click the "Change Email Format" button. 14. Note: To change the ranking for all marked members, enter a three-character ranking you wish to change the ranking to and then click the "Change Ranking" button. |
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iMaxSales.net, Inc. 100 Cummings Center, Suite 104F • Beverly, MA 01915 phone: (978) 927-9102 E-Mail iMaxWebSolutions.com |
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