
New RealeSeller™ Features and Additions
Version 3.0.0
RealeSeller is Outlook 2003/2007 & Windows Vista Compatible.
RealeSeller is fully Compatible with MS Exchange Server.
Outlook 2000 and 2002/XP are no longer supported.
Other Added Features and Changes:
Added - New Flex Folder. Allows all views in a single folder.
Added - Communications Assistant view.
Added - 10 Custom Fields
Added - PDA notes feature.
Added - Last Contact and Next Contact field.
Added - Last Meeting Field.
Added - Buyer Property Needs Feature.
Added - Virtual Tour Field.
Added - User can now add folders to the Document Library.
Added - Documents in Document Library are stored in database.
Added - Seller Net Proceeds calculator.
Added - Calculation Defaults in Options Menu.
Added - Support for 3 Soft Phones (2 are free).
Improved - Mail Merge wizard easier to use (fewer steps).
Improved - Contacts field is now a drop-down list.
Improved - First Tab View on all Views
Improved - Word Merge Field Data Display.
Improved - Phone dialing feature.
Improved - Contacts box.
Changed - Children birthday feature is now named Friends & Family.
Version 2.6.0
RealeSeller is now Internet Explorer 7 Compatible.
RealeSeller is now Windows Vista Compatible.
Other Added Features and Changes:
Added - Added do not e-mail check box to agent and prospect items.
Added - Complete list of fields to Grid Control. All fields are available to be
added as grid columns or to filter by.
Added - Work-around for Outlook Attachment security for Internet Shortcuts (.URL
files) that are dragged and dropped to the attachments view, causing attachment
to become inaccessible next time you try to open it.
Added - Mass Update capabilities via Right click of grid.
Added - Ability to turn On/Off reminder for individual children birthdays.
Added - MLS Area, Fireplace and Levels fields.
Added - House Type field.
Added - Splitter bars to sections of the general tab of the Agent, Company,
Prospect and Property Views.
Added - DDSScanPST now accepts a command line argument of /scanexchange to find
and load scanost (Start, Run, ddsScanPST / scanexchange).
Improved - Loading time of new agents/companies/prospects/properties.
Improved - Over-all Speed enhancements.
Improved - Speed with Exchange server over the internet.
Improved - Speed of Notes.
Improved - Layout of Property general tab.
Improved - DDSScanPST now searches for and finds the scanpst program if it is
not located in the usual places.
Improved - Loading speed of RealeSeller Agent, Company, Prospect and Property
Views and items.
Improved - RealeSeller Property Options tab for adding and removing items from
field enumerations
(Replace pic for Property lists REALESELLER TOOLS/OPTIONS HELP).
Corrected - Creating a new note on a new/unsaved item with no name caused
internal error and note would not be linked to item.
Corrected - Problems with e-mail addresses of Agent/Company/Prospect not showing
up in Outlook's Address Book dialog (i. e: selecting members of distribution
list).
Corrected - Right click and choose mail merge agent/company/prospect always
selected the current prospect to mail merge with.
Corrected - Financial Calculator allows user to choose an agent or company as
well as a prospect, however an error later occurs because the calculator can not
work with agents and companies.
Corrected - RealeSeller Views sometimes giving an error that they failed getting
the Outlook folder object.
Corrected - Values in RealeSeller Financial Calculator being rounded to nearest
1/100th. It is now rounded to the nearest 1/1000th.
Corrected - Issues converting contacts folder to Prospect folder.
Corrected - Prospect Defaults, Lists Tab, New and Delete button were swapped for
two of the lists.
Corrected - Not being prompted to create new property after entering a new
prospect.
Corrected - Property Links not being created during CSV Import on some
occasions.
Corrected - Errors/Crashes that sometimes occurred after navigating out of a
RealeSeller folder.
Removed - Prompt to expand reminders search when flagging an item in RealeSeller
folders. It now expands the reminders search as needed.
Version 2.5.5
How to create a Drip E-mail RealePlan -
There are a few major steps involved with
creating a Drip E-mail RealePlan. You will need to create the e-mail templates
(or documents that will be converted to an e-mail) that will be sent out. You
will then need to create the RealePlan template and RealePlan items for each
time you want to send out an e-mail. Then you can apply the RealePlan template
to any prospects you wish to send the drip e-mails to.
Using Microsoft Outlook with Removable Media
- There are several types of removable media available to use. Most are
connected to the computer via a USB cable or connection. As long as the media
shows up in My Computer as a separate ‘Hard Drive’ when inserted into the
computer, and has enough space to store your
Outlook database, it can be used with Microsoft Outlook.
Version 2.5.3
Mass Emailer - The
RealeSeller mass email feature was created because most spam filters will simply
dump your mass email that is CC:'d or BCC:'d into either the Junk folder or delete it out-right when it
arrives in your client's inbox.
Expanded Reminder - By
default, the Outlook Reminder service only searches the Contacts, Calendar,
Tasks and Inbox folders. Learn how RealeSeller can change all that.
Distribution List Feature
- Since Prospects, Properties, Agents, and Companies are all Contact type
Outlook folders, they too have the ability to contain Distribution Lists. For
this reason, we have added the capability to preview Distribution Lists from a
RealeSeller view.
Property Reminder Feature
- RealeSeller Properties can now have a reminder easily created for each of the
date fields simply by clicking the new blue drop down arrow in the date combo
box.
Other Added Features and Changes:
Added - Mass email section added to
the help file to explain features.
Added - How to export your data
from Top Producer 7i®
Added - Support for Word Documents and Document Library in Mass E-Mailer.
Corrected - When clicking 'Send' to send an email, the email was put into Outbox
and marked as read and opened and is never sent.
Corrected - General slow down in Outlook with ActiveTasks engine running.
Corrected - Various issues with Mass E-mailer not working.
Corrected - Issues with dragging and dropping plan items in RealePlans Templates
view to reorder plan items.
Corrected - Issues with right clicking a RealePlan template and choosing
Forward.
Corrected - Contact-to-Property Import/Conversion not setting FileAs & subject
field to the home address value.
Corrected - Contact-to-Company Import/Conversion not setting FileAs & subject
field to the company name value.
Corrected - My Activities View not showing overdue flagged items.
Corrected - General Speed issues.
Corrected - Uninstall Issues.
Version 2.5.0
Document Library - This new view
allows you to keep all of the important documents you use in your business in
one place. It can show thumb-nail views of documents and you can add a short
summary description about the item.
Flyer Creator - This
is a completely new template driven system for creating flyer's. New and
even better packages of templates will be released a couple of times each year
so that things remain fresh.
The RealeSeller™ Mail Merge Feature -
This section explains the use of the new mail merge wizard which allows a simple
step by step approach to performing a mail merge.
Active RealePlans -
There is a completely new look to the RealePlans folder which now has a My
Activities, Applied RealePlans, and a RealePlans Templates
tab. Checking your present, future, and past activities has never been
easier or faster. Creating new plans is still a snap... and now they can
be Active!
My Activities Tab - You can
check your daily activities in one place. All applied plans, tasks, and
appointments are listed in one place so you can quickly plan your day.
Applied RealePlans Tab - The Applied RealePlans tab is for viewing details of,
and interacting with all active, completed, stopped or paused RealePlans that
are currently applied to a Person, Company and/or Property.
Field Mass Update - A new
and very powerful feature has been added that allows you to modify or update
almost any
field. You can even add a new note to multiple items. You will find
this new selection in the Grid Right-Click menu.
Other minor features and changes to RealeSeller:
New Prospect Fields - Prospect Status
Field, Prospect Lead Source Field, and Prospect Lead Urgency Field.
New Spouse Email Field - Exposed on the
Prospect view and available in the Agent and Company views.
New Assistant Email Field -
Assistant email field is exposed on Prospect, Agent, and Company views.
Version 2.2.9
Flyer Creator Update - The color
selection has been increased from 20 to 48 and gives a much wider range of color
choices. An Equal Housing Logo (5 choices including 'None') has been added and
is located next to the Agent Photo selector. All check boxes will now remember
what you chose last. And, several text items will now be remembered. Those text
items have a red check mark on them which denotes they have a save feature. The
Company address fields have also been added to the flyer data.
Other features and changes to RealeSeller:
Added - Better support for RealeSeller type folders in Exchange Server Public
Folder store.
Corrected - Various issues when using RealeSeller with an Exchange Server.
Enhanced - RealePlans have been modified so that it is possible to import a plan
list.
Added - Attachments view now remembers the view setting (large icon, small icon,
report).
Added - Act! 6 Import template.
Added - Auto checking and correcting of corrupted Outlook manifest file.
Corrected - Changing only the case of e-mail address not being recognized as a
change and not being saved.
Version 2.2.7
CSV Export - A RealeSeller CSV Export Feature has been added
to the list of things you can do when you right-click any item in the list of Agents,
Companies, Prospects and Properties.
New Folders - When you create a new Prospect, Company, or Agent folder,
RealeSeller now sets these new folders to be shown as an Address book in Outlook 2002 or Outlook
2003. Outlook 2000 does not have this ability.
Version 2.2.5
Screen Capture - All RealeSeller
image views can now capture anything on the screen. You can capture the entire
screen or just a piece of it.
Phone Dialer - If you right-click a prospect, agent, or company in a
RealeSeller view, you can choose Call and all phone numbers will be displayed.
Clicking a phone number will start the Outlook phone dialer.
Archive Items - If you right-click a prospect, property,
agent, or company in a RealeSeller view, you can choose Archive to Attachments
and Archive & Delete. You can archive anything in any folder and save it as part
of the selected item as an attachment. Archive all related email and then
delete email.
Search and Display Related Email - Search for Email in sent items and
inbox folder on the Activities tab.
Add Contact Link -
The Contacts... button on RealeSeller Views will now allow you to
add a link to other Prospects, Agents, etc.
Convert Contacts Folder to Prospects -
This is a feature added to the RealeSeller Agent
Options to take over the Contacts folder and use it as a Prospects folder.
This allows automatic Contact syncing with PDA's.
Investment Calculator (Part 1) -
Rental Properties Investment Calculator.
Recurring Plan Items - The Recurring plan items feature
has been expanded to allow a greater range of options. The main difference
between a RealeSeller recurring item and an Outlook recurring item is
RealeSeller has the ability to use an Offset. This means the offset can be
days, weeks, etc.
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