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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

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Quick Minute Updates

CTM One Users

  Introduction to CTM One New User
  NEW FEATURES - What's New for Software Releases and Updates
  Input New Listing
  Input New Sale
  Main Dashboard - Basic View
  Main Dashboard - Messages System
  Utilities - Top Of Utilities - Basics
  Utilities - White Board
  Utilities - Personal Info
  Utilities - Enter your Broker License! Mandatory for 2019
  Utilities - eSignature File and Settings
  Utilities - Syncing Contract Deadlines To Your Calendar
  Utilities - Email Notification Settings
  Utilities - Custom Deadlines
  Utilities - Auto Dating Deadlines Templates
  Utilities - Customizing Agent Info Displayed on Contracts
  Utilities - eContracts Settings
  Utilities - Smart eContracts Settings
  Detail Dashboard - Messages
  Detail Dashboard - Update Sale Link
  Detail Dashboard - Showing Instructions
  Detail Dashboard - Contract Deadlines
  Detail Dashboard - Adding Custom Deadlines to a Transaction
  Detail Dashboard - eCalendar
  Detail Dashboard - Contact Sheet
  Detail Dashboard - Save All Docs
  Detail Dashboard - Docs Management Convert
  TASK Feature

Integration OR Linking Transactions

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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 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

Detail Dashboard - Adding Custom Deadlines to a Transaction

CTM One Users Only:

You can create and add your personal custom deadlines which are displayed and
tracked in the same way the standard contract deadlines are.

There are two ways to create your Custom Deadlines ("to-do" items) and add them to a transaction.

A. Click the Custom Deadlines link on the Detailed Dashboard for a particular transaction. This feature allows you to create your own Custom Deadline(s) for a particular transaction or add in deadlines from your Custom Deadlines Master list.

NOTE:  Any deadlines updated with a Due Date, will automatically be added to the eCalendar for that transaction and your L/S Calendar for all transactions on your Main Dashboard.

 B. Create your Custom Deadlines Master Settings (create 44 custom master deadlines and pull only what you need into each transaction) under Utilities. View this Help Video Tutorials for help in setting up your Custom Deadlines Master Settings.

Adding Custom Deadlines to a Transaction:

On your Main Dashboard, click the address for the transaction. In the Detailed Dashboard for that particular transaction click on Custom Deadlines. A new window will open, and you will be able to click on the orange link Add My Custom Deadlines . When you click on this link you can select specific custom deadlines or Select All to add custom deadlines to your transaction.

Any boxes you have checked in the Custom Deadlines Master Settings under Utilities - Personal Settings requesting reminders and notifications will transfer to this detailed transaction. These settings include whether you want a custom deadline to appear on the eCalendar emailed to participants, if you wish an email reminder prior to the deadline and an email reminder on the due date. You may further adjust these settings within this transaction.

Don`t forget to scroll down and click the blue SAVE button.

TIP:  You can also add a note for a particular custom deadline by clicking on the icon of the white piece of paper with the yellow pencil  located in the # column to the left of the custom Deadline Name.

You can add a new custom deadline just for this transaction by clicking on the orange link in the upper left Create New Custom Deadline. Type the custom deadline name and click save. Indicate if you would like to receive an email notification, etc.

Remember:  This new Custom Deadline is for this particular transaction only. You can have up to 44 custom deadlines. For each Custom Deadline, you will need to select the deadline date from the calendar, and you will need to check the box under Status when it is "Done".

Finally, you can add general notes regarding your Custom Deadlines in the Notes section at the bottom of the list of Custom Deadlines in a Detailed Transaction. Don`t forget to click on the blue SAVE button.

Make sure to watch the video below for more information.

 

 

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