Chapter 27 - Processing A Seller's Progress Report
Printing Progress Reports
Can print reports two ways:
- Typically the reports are printed by selecting the Progress Report option in the Property Reports Icon under the Properties Tab
- A single report may be printed from the Marketing Tab of the property record by selecting the Print Progress Report button
The system generates a letter for every property listing that has a Next Progress Report Date that falls on or before the date the report is actually printed (i.e., the system date on the day the report is printed)
Note: The system will not generate a letter for a property unless a date has been entered in the Next Progress Report Date field, the Mark Active for Marketing box has been checked, and the date entered falls on or before the date the report is actually printed
Ideally the reports should be printed daily, but can be done twice a week
The report will prompt to update the progress report date based on the Progress Report Frequency block parameter specified (e.g., 14 days) in the Progress Letter Tab within the main Setup Tab once printing is complete
The report is designed and formatted to work with windowed envelopes (i.e., standard # 10 type) which obviates the need to print and apply labels
Fold letter and insert with header portion visible in window of envelope
