New to Alto
Migrating from Vebra/Encore Live to Alto
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Alto
New to Alto
Migrating from Vebra/Encore Live to Alto
Migrating from Vebra/Encore Live to Alto
Introduction
Migrating data From VebraLive
Introduction to Contacts
Introduction to Property
Contacts/Property tabs and searches
The Overview screen
See all 6 articles
Property
Introduction to Property records
The Event button
The Timeline
Summary and Bullet Points
Photos, Floorplans, and EPCs
See all 12 articles
Contacts
Introduction to Contact records
Location of general contact notes
Location of requirements notes
The Preference Centre
Location of Requirements for Matching
See all 8 articles
Tenancy & Progressions
Sales notes and milestones
Navigating chain details and adding properties (Vebra to Alto)
The sale review date
Diary
Variations in Diary options
Letters
Differences in producing and editing standard letters
Differences in the way that merge fields are inserted
Differences in merge code names
Adding a new page using Insert Page Break
Terminology differences
Vebra to Alto terminology and icon guide
