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Settings

Are you an admin access level user and what to learn about how your system is set up, where to configure and where/how to add in some extra options.

CRM
Contact Qualification explained
Contact Qualification
Contact duplicates
E-Alerts Setup
Maximum Overdue Tasks
Note Visibility for Contacts
See all 12 articles

General
Access Control Levels - The Basics
Consultant Groups
Assign additional permissions to Staff Members
Update Office Information
Second Consultant in Blast
Terminology
See all 22 articles

System Logs
User Updated Settings
How to check if a user exported logs
When was a listing created and who cancelled it
Who deleted a contact?
Who deleted an appraisal?
Find who deleted tasks relating to another consultant

Sales

Settings>Sales

Deductions Reason
Sales Conditions
Solicitors/Conveyancer
Tax Settings
Withdrawn Reasons
Critical Days
See all 8 articles

Accounting

This is the destination to configure Trust & General Bank Accounts, Trust & ...

Set up Advertising Suppliers
General Accounting Settings
Set up Advertising Items
Set up an Advertising Campaign Template
Edit or Archive an Advertising Campaign Template
Set up a General Account
See all 8 articles

Staff
Set up Staff Signatures
Edit a Staff Member
Sharing permissions
Reactivate an inactive staff member
Finding your Staff ID
Staff Expense Items
See all 16 articles

Properties
Building Material
Buildings/Projects
Property Duplicates
Property Styles
Property View Types
Suburb Caps Lock

Listings
Required files before upload
Allow Reporting Office Under Listing Information
Adding or editing Inspection Reasons/Open Time Formats
Passed In at Auction

Library
Custom Date/Time Stamp Format
Font Settings
Page Setup

Grab Website
Remove your office page from your GRAB website
Website URL aliases/redirects
GRAB Website FAQs

Appraisals
Add, Edit or Delete Appraisal Cancelled Reasons
Multiple Appraisals