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Home → Relationship Tools Library

Relationship Tools Library

• 1. What is the Relationship Manager?
  • 1.1. Relationship Manager Broad Overview
• 2. Administrative Features
  • 2.1. What Is the Administrative Feature?
  • 2.2. Using The Administration Feature
  • 2.3. Entity Functions: Summary Reports
  • 2.4. What Are Entity eNewsletter Articles?
  • 2.5. Creating & Managing Entity eNewsletter Articles
• 3. Getting Started
  • 3.1. What Is Getting Started?
  • 3.2. Browser Support
  • 3.3. Enable Popup Windows
  • 3.4. Norton Internet Security
  • 3.5. MAC Users System Requirements and Information
  • 3.6. Profile Management
  • 3.7. Referral Challenge Campaign
  • 3.8. Contacts Quickstart
  • 3.9. Managing Groups
  • 3.10. Invitation Letters
  • 3.11. Auto Pilot eGreetings Setup
  • 3.12. eNewsletter Setup
  • 3.13. Website Setup
  • 3.14. What's Next?
• 4. Miscellaneous Topics and How To's
  • 4.1. Creating Generic eBlasts using the Listings Feature
  • 4.2. Face Book Links for eNewsletters & Web Sites
• 5. Articles of Value
  • 5.1. Articles of Value Campaigns
• 6. Articles of Value Help Topics
  • 6.1. My PDF File Does Not Open
• 7. Custom e-Blast System
  • 7.1. Creating and sending e-Blasts
  • 7.2. Inserting Images for e-Blasts
  • 7.3. Inserting Hyperlinks in e-Blasts
  • 7.4. Overriding Default Image Size for e-Blasts
  • 7.5. Saving an e-Blast
• 8. eGreetings Feature
  • 8.1. What Is The eGreetings Feature?
  • 8.2. Auto Pilot eGreetings
  • 8.3. Auto Pilot Strategy
  • 8.4. Contact Me & Website Links In eGreetings
  • 8.5. Creating Manual eGreetings for Immediate Send
  • 8.6. Creating Manual eGreetings To Be Sent On a Future Date
  • 8.7. Listing eGreetings Instructions
  • 8.8. Salutation Field Rules
  • 8.9. Unsubscribe Requests
• 9. eGreetings Help Topics
  • 9.1. Daylight Savings eGreetings
  • 9.2. eGreetings Are Not Included In My Membership Level
  • 9.3. I Don't Receive eGreeting Sent or Auto Pilot Notifications
  • 9.4. I Received an Auto Pilot eGreeting and I Want To Send the eGreeting
  • 9.5. I Received an Auto Pilot Notification But I Don't Want to Send the eGreeting
  • 9.6. I Want to Edit My Auto Pilot eGreeting or Recipient List
  • 9.7. My eGreetings Are Blocked By The Recipient
  • 9.8. My eGreetings Come Back as Undeliverable
  • 9.9. My Recipients Get A Warning That The eGreeting May Be Harmful
  • 9.10. The Open eGreeting Link Does Not Work
  • 9.11. When I Preview eGreetings, The Salutation Is Not Personalized
• 10. Email Feature
  • 10.1. Email Feature Update
  • 10.2. What Is The Email Feature?
  • 10.3. Accessing Email & Setting Preferences
  • 10.4. Reading and Printing Email
  • 10.5. Composing Messages
  • 10.6. Managing Messages
  • 10.7. Managing Contacts
  • 10.8. Email Calendar Feature
  • 10.9. Email Folders Feature
  • 10.10. Email Notes Feature
  • 10.11. Email Search Feature
  • 10.12. Email Tasks Feature
• 11. Email Help Topics
  • 11.1. Capturing Headers from Email Messages
  • 11.2. I Get an Ipswich Or Invalid Login Message When Trying To Access Email
• 12. eNewsletters Feature
  • 12.1. What Is The eNewsletters Feature?
  • 12.2. Contact Me & Website Links In eNewsletters
  • 12.3. eNewsletter Send Schedule
  • 12.4. Personal Articles
  • 12.5. Salutation Field Rules
  • 12.6. Subscription Management
  • 12.7. Unsubscribe Requests
• 13. eNewsletter Help Topics
  • 13.1. eNewsletters are not included in my membership level
  • 13.2. I want to add an eNewsletter link to my private web site
  • 13.3. I want to edit my eNewsletter
  • 13.4. I want to print my eNewsletters
  • 13.5. I want to resend an eNewsletter
  • 13.6. Image upload difficulty: EditLive or Internet Explorer 7 (IE7)
  • 13.7. My eNewsletters are blocked by the recipient
  • 13.8. My eNewsletters Come Back As Undeliverable
  • 13.9. My Photo/image is distorted even though the original image is not
  • 13.10. My Photo Is Missing When Viewing My eNewsletter Through My Email
  • 13.11. My Recipients Get A Warning That The eNewlsetter May Be Harmful
  • 13.12. Subscriber Discrepancy
  • 13.13. Why Shouldn't eNewsletters Be Forwarded?
• 14. Hotline Feature
  • 14.1. What Is The Hotline Feature?
  • 14.2. Adding Photos to Hotline Listings
  • 14.3. Adding Photo Captions
  • 14.4. Ad Source Tracking Info & Instructions
  • 14.5. Reports Feature
  • 14.6. Setting Hotline Preferences
  • 14.7. Transfer Number for Consumer Hotline Calls
  • 14.8. Edina Mobile Hotline - Billing Setup and Management
  • 14.9. Edina Mobile Hotline - Activation Instructions
• 15. Hotlines Help Topics
  • 15.1. My Report Is Blank
  • 15.2. My Report Is Incomplete
• 16. Invitation Letters Feature
  • 16.1. What Are Invitation Letters?
  • 16.2. Invitation Letters: What You Need To Know Before Printing or Ordering
  • 16.3. Invitation Letters: How To Confirm Your Free Order
  • 16.4. Invitation Letters: Downloading & Printing From Your Tool Set
• 17. Invitation Letter Help Topics
  • 17.1. I Want To Order More Invitation Letters
  • 17.2. Invitation Letters Are Not Included In My Membership
• 18. Listings Feature
  • 18.1. What Is The Listings Feature?
  • 18.2. Creating Listings & Sending Listings eGreetings
  • 18.3. Creating Generic eBlasts using the Listings Feature
• 19. Listings Help Topics
  • 19.1. Listings Feature Is Not Included In My Membership
  • 19.2. Photos Are Disabled or Deleted From My Listing eGreetings
  • 19.3. Some of my Listings Don't Display in my eNewsletters
• 20. Logging In
  • 20.1. What is Logging In?
  • 20.2. Login Site
  • 20.3. Logging In
• 21. Logging In Help Topics
  • 21.1. I Forgot My Username / Password
  • 21.2. Changing Username / Password
  • 21.3. Login URL Site Not Responding or Cannot Be Found
  • 21.4. My Username / Password Don't Work
• 22. Print On Demand Feature
  • 22.1. What Is The Print On Demand Feature?
  • 22.2. Print On Demand Feature
  • 22.3. Print On Demand Saved Publications (Forms) Feature
• 23. Print On Demand Help Topics
  • 23.1. My PDF File Does Not Open
  • 23.2. The Font On My Document Won't Resize
• 24. Profile Feature
  • 24.1. What Is The Profile Feature?
  • 24.2. Creating and Managing Your Profile
• 25. Profile Help Topics
  • 25.1. I Changed My Address, But My Features Still Display The Old Address
  • 25.2. I Don't Know My Website Address (URL)
  • 25.3. My Photo Is In My Profile But Not on My eNewsletters or eGreetings
  • 25.4. My Photo Quality is Poor
  • 25.5. My Team Has More Than One Email Address, Phone Number, Etc.
• 26. Realtors Reach Out Program
  • 26.1. Realtors Reach Out Program
  • 26.2. How to Use Your Reach Out Tools
  • 26.3. Step by Step Instructions
• 27. Referral Challenge Campaign
  • 27.1. Description and Support
• 28. Relationship Manager Features
  • 28.1. What Are Relationship Manager Features?
• 29. Relationships (Contacts) Feature
  • 29.1. What is a Relationship?
  • 29.2. Adding Relationships (Contacts) to Your Database
  • 29.3. Address & Phone Number Lookup Feature
  • 29.4. Deleting Contacts
  • 29.5. Enhancing and Maintaining Relationship Records
  • 29.6. Export Contacts Feature
  • 29.7. Export Mailing Labels Feature
  • 29.8. Managing Groups
  • 29.9. Related Contacts
  • 29.10. Searching For / Filtering Contacts
  • 29.11. Task Manager Feature
  • 29.12. Top Producer 7i Instructions
  • 29.13. Top Producer 8i Instructions
  • 29.14. Top Producer Export by Category (Group) Instructions
  • 29.15. Using Related Contacts to Manage Birthday eGreetings for Couples
• 30. Relationships (Contacts) Help Topics
  • 30.1. Address & Phone Lookup: Not Achieving Expected Results
  • 30.2. Data Upload Difficulty
  • 30.3. Edit Icon: When I Click the Edit Icon, Nothing Happens
  • 30.4. Email Quick Link Feature Does Not Work
  • 30.5. Excel Concatenate Instructions
  • 30.6. Export from Mac iAddress Book
  • 30.7. I Can't Find A Specific Contact
  • 30.8. I Don't Know My Contact's First Name
  • 30.9. I Don't Know My Contact's Last Name
  • 30.10. I Don't Know My Contact's First OR Last Name
  • 30.11. I Want to Send an eCommunication But I Don't Have The Email Address
  • 30.12. Mailing Labels: I Did Not Receive My Labels After Submitting My Order
  • 30.13. Mailing Labels: Labels Do Not Align Properly When Printed
  • 30.14. My Contacts Don't All Display
  • 30.15. My Contacts Take a Long Time to Load
  • 30.16. PropertySource Privacy Policy
  • 30.17. The Group I Want Isn't In My Groups Menu
  • 30.18. The Newsletter Subscriptions Section is Blank
  • 30.19. The Notes, Activity and Task Tabs Are Not Active
  • 30.20. There Are No Groups In My Groups Menu
• 31. Sweepstakes / Home Club Feature
  • 31.1. What Is the Sweepstakes / Home Club Feature?
  • 31.2. Registering for the Sweepstakes or Home Club
  • 31.3. Sweepstakes Winner Announcement Feature
• 32. Sweepstakes / Home Club Help Topics
  • 32.1. My Membership Does Not Include a Sweepstakes or Home Club Feature
  • 32.2. Sweepstakes Official Rules
• 33. Website Feature
  • 33.1. What Is The Website Feature?
  • 33.2. Website General Setup
  • 33.3. Creating Custom Pages for Your Website
  • 33.4. Creating Hyperlinks Within Custom Pages
  • 33.5. Listings Feature Setup
  • 33.6. Personal Links
  • 33.7. Property Search Feature Setup
• 34. Website Feature Help Topics
  • 34.1. NAR Rules for Use of the Word "Realtor" in Promotions
• 35. Webinars
  • 35.1. How-to Webinar Guide
  • 35.2. Webinars FAQ