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Contents (Expand All)

	Introduction
	Best Practices for Success
	Frequently Asked Questions
	Understanding the Contract / Management System
	Interactive Electronic Contracts-Documents
	Quick Minute Updates
	CTM One Users
	Integration OR Linking Transactions
	Smart eContracts & Templating
	Account Personal Info
	Account: Payments - Cancel Account Link
	Attend LIVE Training Courses
	Auto Dating Deadlines Template
	Auto-Correction on Disclosures/Documents Feature
	Brokerage Firm Benefits of Smart Templating
	Cancel Account Instructions
	Clause Library Feature
	Client Access Feature
	Client Database
		Adding Clients to Database from Parent Contract
		Add Notes For Clients In Your Clients Database
		Creating New Client in Clients Database
		Create Reminders in Client Database
		Create Labels and Custom Letters
		Client Type
		Client Database Fast Notes
		Editing Client Information in Clients Database
		eContracts Summary in Client Database
		Exporting Your Clients Database
		Hidden Clients In Clients Database
		Importing Your Client Database
		Navigating the Clients Database
		Preventing Duplicates in the Client Database
		Referral Notes
		Sorting Information in your Clients Database
	Closing MLS Info
	Contract Deadlines Communication Tools
	Contract Deadlines Tracking System
	Contract Folders
	Contract to Buy and Sell Features
	Custom Labels and Letters Feature
	Customer Support
	Dashboard BASIC Navigation
	Disclosures - How To's
	Docs Management System
	Documents that can be Completed by Participants Online
	Double Ended/Sided Contract
	eCalendar Feature
	eContact Sheet
	Email Contracts Feature
	Full Report
	Home Warranty Order Feature
	Initial Lines on Printed Contracts Feature
	Listing Transaction - SubFOLDERS
	Log - Notes Feature
	Message System Feature
	Miscellaneous Contracts Folder
	Mortgage Calculator
	Navigating eContracts
	O & E Order
	Parent Contract Templates
	PDF Print - Printing A Contract
	Printing Contracts/Documents Options
	Property Insurance Order Feature
	Quick Start Feature
	Reports Feature: SOLD Transactions Report
	Saving a Contract-Document to your Computer
	Signature Certificate
	Software Requirements
	Team Member Access
	Title Order
	Transaction Coordinator
	Utilities General Information
	Utilities Personal Settings
	Vacation Notice Feature
	Web Initials
	Web Signature

Importing Your Client Database

Be sure to scroll down and watch the video!

You can IMPORT your client lists from Top Producer, Microsoft Outlook, or Microsoft Excel.

At the top of the Clients Database, click IMPORT. Click on the icon format you want to import the data from and follow the instructions for exporting data.

NOTE: If you do not have your data stored in Outlook, Excel or Top Producer, you will need to save your data from the other source into a CSV file and then IMPORT.

Very Important: If any column in the CSV file is missing or not in the appropriate order this file will not import the data correctly. The data you are importing will need to be in the exact order for the data to populate correctly into this Clients Database. If you have fields that are not present in your currently stored data, you will need to create a blank column in your CSV file as a place holder so the fields you IMPORT will be in the correct order.

NOTE: In case you have imported clients that you do not want to have in your Clients Database, you may click on the blue DELETE link on your Clients Database screen. You may delete one at a time or hold down your CTRL key and select multiple clients to delete.

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Introduction

Best Practices for Success

Frequently Asked QuestionsFAQ FAQs

Understanding the Contract / Management System

Interactive Electronic Contracts-Documents

Quick Minute Updates

CTM One Users

Integration OR Linking Transactions

Smart eContracts & Templating

Importing Your Client Database exporting export import clients data

Frequently Asked Questions

Importing Your Client Database