Settings

When creating a new address data record, a counter template is automatically created.

When an action such as an email is sent to an address record, a follow-up is automatically created. This only applies to actions that are carried out in a data record itself. Collection actions from the list view do not set a resubmission.
Please note that when you activate this function, any resubmissions already stored will be overwritten. A pop-up window warns you of this.

If you wish, the system will remind you of your appointment up to three weeks in advance.

The type of reminder, such as email, SMS or popup/push, is set.
Popup/Push is only possible for users of one version.

You can specify whether an appointment reminder is to be sent to the linked users, the linked addresses or All.

If this option is selected, an appointment reminder is only sent to addresses that have confirmed the appointment beforehand.

Your commission share from the seller when selling a house. Is entered automatically when you create a purchase property.

Your commission share when renting from the landlord. Is entered automatically when you create a rental property.

Your commission share from the buyer when selling a house. This is automatically displayed when you display the property.

Your share of the commission when renting from the tenant. This is automatically displayed when you display the property.

When you create a new address data record, search criterion or property, this country specification is automatically preset.

When you create a new address record, this language is automatically preset. By default, the language matching the default country is entered.

When you create a new address data record, this currency is automatically preset.

Here you can specify whether newly created properties are directly released for automatic brochure dispatch or not. As a further selection option, you can also have this activated automatically for exclusive orders (Order type field for property, Basic data tab).

Here you can specify whether newly created address data records are directly released for automatic brochure dispatch or not.

Here you can choose whether an appointment entry should basically apply to all or certain users or user groups.

A standard duration of appointments is entered here.

Here you can define who is responsible for the task this user creates.

Here you define who is the agent for new tasks of the user.

If you become the new maintainer of an address – newly created or via maintainer change – the sync for this address is activated. This is independent of who creates the address.