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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

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
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
Clause Library Feature
Client Access FeatureThis help topic has a video
Client DatabaseThis help topic has a video
  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
  eContracts Summary in Client Database
  Importing Your Client Database
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
Disclosures - How To's
Docs Management SystemThis help topic has a video
Double Ended/Sided ContractThis help topic has a video
eCalendar FeatureThis help topic has a video
Email Contracts Feature
Full ReportThis help topic has a video
Home Warranty Order 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
Navigating eContractsThis help topic has a video
Parent Contract TemplatesThis help topic has a video
Printing Contracts/Documents OptionsThis 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
Title Order
Transaction CoordinatorThis help topic has a video
Utilities Personal Settings
Vacation Notice FeatureThis help topic has a video
Web SignatureThis help topic has a video

Client Database Fast Notes

Be sure to scroll down and watch the video!

FAST NOTES enables you to quickly create notes for multiple clients. Before entering a FAST NOTE, use the orange letters across the top of the page to select last names beginning with a specific letter or select ALL to display a list of all clients.

Click FAST NOTES from the menu bar at the top of the page. Select the client(s) for which the note(s) should be entered. Multiple clients can be selected by holding the Ctrl key on the keyboard and clicking each client with the mouse. When done, click the blue NEXT button. The next window displays a list of existing notes for the first client and allows you to type a new note. When the note is complete, click the blue SAVE NOTE button to move onto the next client. A new screen will open for each client on the completion of the note for the previous client.

NOTE:  All notes are time stamped.


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