Home
Submit a Request
Check on a Request
Knowledge Books
Relationship Tools Library
Edina Mobile Hotline FAQ
Phone Support
800-298-5055
Home
→
Relationship Tools Library
Relationship Tools Library
How to use all features associated with your Relationship Tools
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