User Guide
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Contents (Expand All)

Introduction

This help topic has a video

Best Practices for Success

Frequently Asked Questions

Understanding the Contract / Management System

Interactive Electronic Contracts-Documents

This help topic has a video

Quick Minute Updates

CTM One Users

Integration OR Linking Transactions

This help topic has a video

Smart eContracts & Templating

Account Personal InfoThis help topic has a video
Account: Payments - Cancel Account Link
Attend LIVE Training Courses
Auto Dating Deadlines Template
Auto-Correction on Disclosures/Documents Feature
Brokerage Firm Benefits of Smart TemplatingThis help topic has a video
Cancel Account Instructions
Clause Library Feature
Client Access FeatureThis help topic has a video
Client DatabaseThis help topic has a video
Closing MLS InfoThis help topic has a video
Contract Deadlines Communication ToolsThis help topic has a video
Contract Deadlines Tracking System
  Contract Deadline Feature
  Convert Days After MEC or SSA to Calendar Dates
  Clear Data Function
  Custom Deadlines Feature
Contract FoldersThis help topic has a video
Contract to Buy and Sell Features
Custom Labels and Letters FeatureThis help topic has a video
Customer Support
Dashboard BASIC NavigationThis help topic has a video
Disclosures - How To's
Docs Management SystemThis help topic has a video
Documents that can be Completed by Participants OnlineThis help topic has a video
Double Ended/Sided ContractThis help topic has a video
eCalendar FeatureThis help topic has a video
eContact SheetThis help topic has a video
Email Contracts Feature
Full ReportThis help topic has a video
Home Warranty Order Feature
Initial Lines on Printed Contracts Feature
Listing Transaction - SubFOLDERSThis help topic has a video
Log - Notes FeatureThis help topic has a video
Message System FeatureThis help topic has a video
Miscellaneous Contracts Folder
Mortgage CalculatorThis help topic has a video
Navigating eContractsThis help topic has a video
O & E OrderThis help topic has a video
Parent Contract TemplatesThis help topic has a video
PDF Print - Printing A ContractThis help topic has a video
Printing Contracts/Documents OptionsThis help topic has a video
Property Insurance Order FeatureThis help topic has a video
Quick Start FeatureThis help topic has a video
Reports Feature: SOLD Transactions ReportThis help topic has a video
Saving a Contract-Document to your ComputerThis help topic has a video
Signature Certificate This help topic has a video
Software Requirements
Team Member AccessThis help topic has a video
Title Order
Transaction CoordinatorThis help topic has a video
Utilities General Information
Utilities Personal Settings
Vacation Notice FeatureThis help topic has a video
Web InitialsThis help topic has a video
Web SignatureThis help topic has a video

Clear Data Function

Be sure to scroll down and watch the video!

Clear All Dates/Data Instantly from Contract Deadlines Tracking System

Found as part of every transaction Detailed Dashboard is the link to access your Contract Deadlines for that Detailed Transaction. This important feature allows you to keep track of all deadline dates when you go under contract.

This Contract Deadlines feature is a powerful tool.

- It allows you to turn off or turn on the monitoring of deadlines.

- This tracking page is also where you convert any MEC or SSA dates on a contract to an actual Calendar Date. At the top of the screen locate: Convert (Days After MEC/SSA) to Calendar Dates: Enter MEC/SSA Date and click save.

- This tracking page allows you to quickly clear all deadline dates either completed or not when a contract falls for one reason or another.

Check the Clear Data box and click the SAVE button.

Clear Data: Check this box and click Save

To remove all Deadline Dates (except Contract Expiration Date), remove check marks in all of the Completed Status boxes and remove All Comments in the boxes below each individual Deadline.

You no longer have to manually click into each deadline box to delete dates which no longer apply to your newly active transaction.

NOTE:  Using this Clear Data function will remove all Deadline Dates at once EXCEPT for Your Contract Expiration Date.  Now your transactions Tracking System will be ready for a NEW or BACKUP Offer with a new set of contract deadline dates.



You will want to review the Training Video Series Maintaining Contract Deadlines video for detailed information concerning this tracking system and all features.

If you have not set up the Email Notification Master Settings, you will want to review the Utilities: Personal Settings video for more information on syncing deadline dates to your calendar and setting up email notification so you never miss a deadline date in the future.

 


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