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Knowledge base
Desktop Features
Properties
11
Property Details Window
Archiving
Properties List View
Create a Property and a Owner
Management Bar
View all 11
Advertising
10
Advertising Window
Advertising Proposal Details Window
Advertising Proposals List View
Create an Advertising Proposal
Set up automatic portal feeds
View all 10
Tenancies
9
Tenancy Details Window
Tenancy List View
Create a tenancy
Manage tenancy tenants
Tenancy Settings
View all 9
Sales
5
Sales List View
Sales Details Window
Create a Property Sale
Sales Events
Custom sales events
Payments
10
Contact Payments Details Window
Due Payments Details Window
How to: Create multiple statements for multiple tenancies
Add Due Payment
Register Incoming
View all 10
Maintenance Issues & Contractor Jobs
5
Maintenance Details Window
Maintenance List View
Creating a Maintenance Issue
Assigning contractors to maintenance issues
Attach Photos to a maintenance issue
Viewings
3
Viewing Details Window
Viewing List View
Creating a Viewing
Search
2
Desktop Search
Advanced Global Search
Contacts
5
Contacts Details Window
Contacts List View
Create a contact
Adding multiple related contacts
Contact Profiles
Calendar
6
Calendar Window
Create an Appointment
Create custom appointment label
System generated appointments
Integrating Landmax.pro calendar to Google Calendar
View all 6
Communication
3
Communication Details Window
Contact conversation history
Communication Button
Phone Calls
2
Introduction to LMXPhone
Getting your own LMXPhone number
Latest Comments
2
Comments and Notes
Latest Comments List View
Files
2
Files
Manage Property Photos - Reordering and Renaming Photos
Paperwork
1
Paperwork Button
Website
5
Website Design
Available website designs
Updating a Blog Page
Download your website in a ZIP format
Editing your website
Client Login
2
Setting up a online account for a contact
Client maintenance reporting
Login and user accounts
0
Desktop
2
Change the background colour
Change the Theme
Dashboard
1
Dashboard Details Window
Settings
Integrated Applications
1
Create one-click shortcut for landmax.pro in Chrome
Look up Values
4
Extra Fields with Property
Default Look up values: Contractor Trade Type
Order Lookup Fields - Alphabetically
Add areas to the Address Area lookup
Agency Settings
6
Setting up the company email: outgoing and reply to address
Add your company details
Add your social media profiles
Admin Email Notifications
Add your logo and change company background
View all 6
Phone Numbers
0
Template Manager
0
Manage Users
1
Setting up a online account for a Landlord
Activity Logs
0
Browse Files
0
Data Import
1
Import your data
Payments Configuration
0
Payment Settings
3
Payment Settings
Automatic Statements
Automatic Late Payment Reminders
API
4
Payments API
Introduction to Landmax.pro API
Advertising Proposals API
CSV Export
Templates / Documents / Emails and SMS
Templates
7
What are Templates?
Template Editor
Email Template Editor Window
Pre-Installed Templates
Read Only Templates and Duplicating
View all 7
Example Templates
3
Example: Creating a contact report
Example: Create a bulk email template
Window Displays & Property Lists
Helpers
7
What are Helpers?
Field Helpers - Collections / List of fields
Field Helpers - Logic
Field Helpers - Dates
Field Helpers - Inflections
View all 7
Example Helpers
13
Example: Percentage Calculation Helper and Parameter
Example: Date Format Helper
Example: Create a QR code from a URL
Example: Embed a Google Map Link
Example: Total two separate money fields
View all 13
Example Partials
1
Example Partial: Proposal Images
Common Issues & Fixes
Common Issues
8
Descriptions upon uploading have <tags> or symbols?
Property Address & Proposal fields (Displayed on portals)
Setting optimised phone call quality
The password needs to be reset each time we try to log in
Correcting Blank Page on Printing documents
View all 8
Help Desk Software
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