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  1. Alto
  2. New to Alto
  3. Moving from Vebra/Encore Live to Alto

Moving 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
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