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Neil Jowett

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Latest activity by Neil Jowett
  • Neil Jowett created an article,

    Identifying recently imported or merged portal leads

    The steps below outline how you can produce a list of contacts newly imported from portal leads and/or a list of contacts newly merged from portal leads.  Unfortunately, this must be done as two se...

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  • Neil Jowett created an article,

    Receipting unknown monies; i.e. suspense amounts

    The steps below outline how you can receipt and reconcile monies into your client account that you have not yet been able to identify; i.e. you have insufficient information to be able to record th...

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  • Neil Jowett created an article,

    Using the Movement Book

    The Movement Book can be used to display activities carried out in your Alto database during a specific period.  This can be useful if you've been out of the office for some time and wish to catch ...

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  • Neil Jowett created an article,

    Setting up email integration (CAMS)

    In Alto, you can make use of email integration (CAMS), and configure and use it accordingly. This article includes:  What is email integration (CAMS)? Configure your user account Handle email noti...

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  • Neil Jowett created an article,

    Removing a portal delay from a property

    If you've configured Alto to delay the upload of a property to certain portals when it's made available, you can easily remove the preset delay from the property record. Click Property on the main...

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  • Neil Jowett created an article,

    Delaying uploads to specific portals

    You can configure Alto to delay the upload of properties to certain portals when they are made available.  Note You will need access to System Administration, to edit your default settings. Your a...

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  • Neil Jowett created an article,

    Excluding a property from a specific portal

    If the need arises, you can prevent a property from uploading and appearing on a particular portal. Click Property on the main toolbar Select the relevant property from Recent & Favourite Properti...

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  • Neil Jowett created an article,

    Changing a property's map location in Alto and portals

    When a property is listed, it's important you ensure that the location is indicated correctly, both in Alto and on portals. The location can be changed using map or street view in Alto, to enable y...

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  • Neil Jowett created an article,

    Setting up a board contractor

    If you are to make use of Alto's board management functionality, you'll need to add and set up a board contractor. Click Contacts on the main toolbar Click Add Contact In the Type dropdown menu, c...

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  • Neil Jowett created an article,

    Booking a market appraisal via the diary

    The steps below outline how to book a market appraisal appointment from the diary. Click Diary on the main toolbar Using the calendar, click the intended date for the market appraisal appointment ...

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