AgentOffice v.10 Upgrades

AgentOffice v.10 Upgrades

AgentOffice Upgrade Basics

AgentOffice has several prior versions, including what we once referred to as "branded" packages. 

 You may have heard of RE/MAX Agent 2000
, or Century 21 Power Pak or Executive Agent, to name a few.  
 

AgentOffice Upgrades            Download Only and burn your own CD - US$245.00

            Download and have CD shipped from Manufacturer - US$290.00

 

Do you ALREADY OWN AGENTOFFICE V.10 and need to reinstall from download but do not have your original CD Rom?   Your CD ROM, if available, will have v.10 included but not v.10.02.    Click here to purchase just the download link for your existing v.10 product.   THIS OPTION IF FOR REINSTALLATIONS ONLY.   It is not an upgrade or update - it is a "replacement" item.  Your serial number must be already registered and showing ownership (previous proof of purchase) of AgentOffice v.10.    You may be required to provide a screenshot of your existing v.10 installation. 

 

Any of these previous versions can be upgraded to v.10 providing:-

1.    You know your serial number from your previous version.   Serial Numbers do not change - if you owned any prior version your upgrade will come with the same serial number and a new v.10 installation code.
2.     Your software (previous version) is registered in your current name.   The Registered User's Name is the piracy protection and it will not be changed without the necessary legal documentation proving a valid reason for change.  

There are also ancillary items available that you may already have - such as Intellisync.   Intellisync is required to sync AgentOffice via Outlook 2007 or less - to an Iphone or any other Windows operating system phone.   Must be using Outlook 2007 or less.   Does not work with Outlook 2010.

Blackberry 5.x Desktop and Palm operating platforms sync is included.    AgentOffice can sync to Droid phones, although the process is somewhat more complex. 

How do I find my serial number, current version and how my software is registered?  
Open your existing package and look under Help, About.   You will see a screen that gives you this information.   Write it down or print it off - you will need it to complete your order form.  Click for better look - This sample is distorted for privacy, but in your software, you will clearly see your registered users name at the top on the menu bar and your version and serial number in the text.

.

How do I find out how many existing assistant licenses I have?
Close your software package.  Go to AgentOffice Utilities from drop down menu list under Programs.   Open.   Click on Agent Settings - you will get a log-in screen that can only be accessed with the Administrator Password.   Log in with that password.   Click on Modify Assistants and look on the left hand side - your total number of assistant licenses will be showing.  Remember, THE REGISTERED USER does NOT count as an assistant.    Click to see an example - showing registered user and 5 assistants.  

How do I migrate to a new PC (Windows 7 for example) ?  

1.      Upgrade AgentOffice on your current computer if possible - if it is still operational.   Before you begin the upgrade TAKE A GOOD BACKUP of your program, using the AgentOffice backup protocol that is included in your software (previous version).  

2.    If your computer crashed, then in order to recover your database,  you must already have a good backup. 

3.      Backup AgentOffice always using the AgentOffice backup that is included in your program.   ALWAYs back up.   This is your business history - don't take chances.   

4.      Install v10 on the new PC

5.      Restore the data into the new computer using RESTORE function.   All your data, registration information, passwords, log-ins and assistant licenses will be included, just as they were on your previous install.  

 

How do I Upgrade if I run Accusync feature? 

  1. Ensure that any “Remote” copied are “Checked In”.
  2. Install the Upgrade on the computer that contains the AgentOffice data.
  3. Install the upgrade on all other computers.
  4. Create “Checkout” copies for all remote computers.

 

What's new in v.10
 
Changes include Windows 7 compatibility and the ability to define the program background color and image.  Beyond this you can now drag and drop documents and backup process has been improved.
  Click here to print off v.10 release notes.

 Highlights of previous AgentOffice Upgraded versions.  

A complete list of new features appears below, but a few of the highlights include:

  • Version 9.0 adds an interface to the most popular forms programs so you can "push" data from the contact, listing and sales modules into WINForms and ZipForm.  Now you can store electronic documents in the contact, listing and sales modules and include those documents in the backup of AgentOffice.  Version 9.0 also added a Referrals tracking tab and included enhancements to the Scheduler module that allow you to view all activities for a team on one calendar or individually.
  • Version 8.5 2006added HTML e-mail capabilities that allows you to send graphics, links and colored text in your e-mail and added the ability to select a default for recurring date reminders such as birthdays and anniversaries.
  • Version 8.0 2005improved backup capabilities to include backing up directly to CD's and updated many of the AgentOffice reports to include multiple e-mail addresses and additional phone numbers.  The Presentation Designer was updated to allow you to use more colors and many newer types of graphic files. 
  • Version 7.5 2005added the ability to choose from alternate mailing addresses for a contact during a mail merge without having to rotate the contact's default address in advance. 
  • Version 7.0 2004 expanded the synchronization capabilities of AgentOffice to the most popular handheld PDA's including not only the Palm Operating system, but Blackberry 5.x Desktop and Windows CE.  An Expenses tab allows you to track expenses in the Contact, Listing and Sales modules. 
  • Version 6.0 further expanded e-mail capabilities allowing you to create new contacts from V-card attachments, store multiple e-mail addresses per contact and e-mail AgentOffice reports in .pdf format. 
  • Version 5.0 dramatically improved the e-mail sending capabilities of AgentOffice for group mailings and added CC and BCC options.  This version also allows you to save fax cover sheets electronically and convert property flyers to .pdf format for e-mailing. 

 

HTML EMAIL - Enabling  

Instructions below for enabling your html email. This is not "new" with v10 - we are simply keeping instructions posted for your convenience.

 Enabling HTML E-mail:

  1. Open AgentOffice Setup Options and select E-mail Settings.
  2. Select the “Enable Enhanced E-mail” checkbox. (If selected, the system will no longer display Outlook security nag screen when sending e-mails thru AgentOffice.)
  3. Select the “Send Message in HTML Format” checkbox. (If Outlook is not default e-mail client, the system will display error when this option is selected.)
  4. Select OK, close Setup Options and now the user can send formatted e-mails. The user can either add formatting to a form letter and send the form letter or create a compose e-mail and send compose e-mail with formatting.

 

 Hyperlinks: 

  • To insert a hyperlink:

1.   From an open form letter in the Word Processor or on the compose e-mail screen, select the menu option Insert > Hyperlink and the system displays the Insert Hyperlink screen.

2.   Enter the desired URL and the desired website description.

3.   Select OK and the system returns to the form letter or compose e-mail.

4.   Continue making desired changes to the compose e-mail and send or the form letter and save the form letter to later e-mail. 

  • To modify an existing hyperlink, double click the hyperlink in the compose e-mail or the open form letter.
  • To delete an existing hyperlink, select the hyperlink description and select Edit > Delete Hyperlink.

 

Other E-mail Information:

  • Use standard functionality to enter various fonts, font colors and font sizes to form letter or compose e-mail.
  • Use Insert > Picture option to insert image into form letter or e-mail.
  • E-mail Activities
    • Form E-mail activities can include the Enhanced E-mail because the form letter is stored in the actual letter.
    • Compose E-mail activities cannot include the Enhanced E-mail because the content of the e-mail activity is stored in the activity notes, which stores the text as plain text.

Known E-mail Issues:

  • AgentOffice E-mail will crash when sending e-mails.
    • Scenario to break e-mail:
      • User has Outlook 2003
      • Sending e-mail thru Exchange Server.
      • Outlook 2003 has Cache Mode enabled.
      • Outlook 2003 is closed when sending e-mail thru AgentOffice.
    • Solution:
      • Disabling Cache Mode in Outlook 2003 will eliminate the problem. To disable Cache Mode, do the following:

1.        Open the control panel and select the Mail item

2.        Click the "E-mail Accounts..." button

3.        Select "View or Change Existing E-mail accounts" and click "Next"

4.        Select the Exchange Server account and Click the "Change" button

5.        Uncheck the "Use Cached Exchange Mode" checkbox, then press the "Next >" button

6.        Click "Finish" and “Close”

 Family Reminder Updates

Previous versions of AgentOffice provided functionality to create family reminders for contacts, but provided no customization. The AgentOffice version 8.5 will allow users to establish the number of years to create family reminder activities and the number of days notice the reminder activity will appear prior to the event date.

 Contact Family tab:

         “Name” column (30 character max) – Column which lists the name the event will be assigned. [The first 2 names listed are read only fields and pre-populated with the contacts name and the co-contacts name.]

         “Relationship” column (15 character max) – Column which lists the names relationship to the contact. [The first 2 fields are read only and pre-populated with “Contact” and “Co-Contact”.]

          “Event” column (15 character max) – Column which lists the desired event name. [The Event field is a pick-list field, which allows users to double click the field to select desired event from a previously defined list of events.]

         “Date” field (standard date field) – Column which displays the date for the event(s).

         “Reminder” checkbox – when selected, the system enabled the fields listed below.

          “# of Years” field (numeric field with scroll bar, range 0-99) – Column which displays numeric value which represents the number of years the reminder activities will be created.

o    The default value is based on the default days established in the Family Reminder Default setup options. For more information, see “Establishing Default Family Reminder Options” section in this document.

          “Days Notice” field (numeric field with scroll bar, range 0-99) – Column which displays numeric value which represents the number of days prior to the event date the reminder activities will be created.

o    The default value is based on the default days established in the Family Reminder Default setup options. For more information, see “Establishing Default Family Reminder Options” section in this document.

         “Save” button – Once a field value has been changed on the Family tab, the system displays the “Save” button. Modifications or additions to the Family tab will only be updated when the “Save” button is selected.

 Updating Existing Family Reminders:

  1. Open the contact module and select the Family tab.
  2. The system displays the family tab with at least one event reminder “checked” (which indicates a previous set of reminder activities has been launched).
  3. The user modifies any or all the following fields for an event: 1) Name, 2) Relationship, 3) Event, 4) Date, 5) # of Years, and 6) Days Notice.
  4. The updated information appears and the “Save” button is displayed.
  5. Select the “Save” button.
  6. The system prompts with the following confirmation box:

    1. “Yes” button – when selected, the system will continue with update process and deletes previously launched “uncompleted” reminder activity(s) for reminders that have been updated for the contact.
    2. “No” button – when selected, the system will return to contact “Family” tab, with the “Save” button present and no changes have been applied.
    3. “Do not prompt for future reminder activity deletions” – When checked, the system will no longer display confirmation prompt when reminder updates are applied.
  1. Select Yes and the system does the following:
    1. Deletes “uncompleted” reminder activities associated to the modified event.

     The system will first check to see if the reminder activity was launched from v8.5 (or higher) with the new or updated implementation to delete the remaining uncompleted activities.

     If the reminder activity was launched from a previous version of AgentOffice (pre v8.5) with the former implementation method, the system will attempt to delete reminder activities based on the contact record for the reminder activities and the text string that is built that from the event reminder that appears in the reminder activity subject line. [If the event activity subject has been updated or any of the event fields for a reminder has been updated since the event was launched, AgentOffice will not be able to delete the previously launched reminder activities.]

 The reminder activity subject text string looks as followed:

o        “Birthday: Robert G. Arthur, Contact (07/15/1999)”

o        “Birthday: (Event) Robert G. Arthur, (Name) Contact (Relationship) (07/15/1999) (Date)

    1. Adds new reminder activities for the event, based on user edits.

 Delete Existing Family Reminders:

  1. Open the contact module and selects the “Family” tab.
  2. The system displays the family tab with at least one event reminder “checked”.
  3. “Uncheck” the reminder checkbox for a given reminder.
  4. The system enables the “Save” button for the contact record.
  5. Select the “Save” button.
  1. The system prompts with the following confirmation box:

    1. “Yes” button – when selected, the system will continue with delete process and deletes previously launched “uncompleted” reminder activity(s) for reminders that have been removed for the contact record.
    2. “No” button – when selected, the system will return to contact “Family” tab, with the “Save” button present and no changes have been applied.
    3. “Do not prompt for future reminder activity deletions” – When checked, the system will no longer display confirmation prompt when deleted reminder are applied.
  1. Confirm the deletion of the “uncompleted” reminder activities for the selected event.

a.        Deletes “uncompleted” reminder activities associated to the modified event.

         The system will first check to see if the reminder activity was launched from v8.5 (or higher) with the new or updated implementation to delete the remaining uncompleted activities.

         If the reminder activity was launched from a previous version of AgentOffice (pre v8.5) with the former implementation method, the system will attempt to delete reminder activities based on the contact record for the reminder activities and the text string that is built that from the event reminder that appears in the reminder activity subject line. [If the event activity subject has been updated or any of the event fields for a reminder has been updated since the event was launched, AgentOffice will not be able to delete the previously launched reminder activities.]

The reminder activity subject text string looks as followed:

o        “Birthday: Robert G. Arthur, Contact (07/15/1999)”

o        “Birthday: (Event) Robert G. Arthur, (Name) Contact (Relationship) (07/15/1999) (Date)

  1. The system deletes all “uncompleted” reminder activities for the selected event.

Establishing Default Family Reminder Options:

 

  • Data Entry Defaults – Already existed and will remain unchanged.
  • Capitalization Defaults – Already existed and will remain unchanged.
  • Family Reminder Defaults:
    • “# of Years” field (numeric field with scroll bars, range 0-99) – the entered numeric value will be the default value to appear in the “# of Years” field on the Contact Family Reminders prompt.
    • “Days Notice” field (numeric field with scroll bars, range 0-99) – the entered numeric value will be the default value to appear in the “Days Notice” field on the Contact Family Reminders prompt.