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General Administration - Palace Live

All you need to know on : House Keeping, Mail Merge, Dairies

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  • ★ Document Template and Mail Merge
  • How to add a Hyperlink to a document template
  • How to add Template Letters From Palace
  • Diary Groups
  • How to attach an external file
  • How to create a List of Details that I can export out of Palace and Open in Excel
  • How to set up a charge/invoice (repetitive) - property and tenant
  • How to send correspondence (letters) through the diary
  • How to attach an image
  • How to add a hyperlink
  • How to record notes
  • How to record phone calls
  • How to set up alerts
  • How to import a file in to the file storage area
  • How to Import a PDF or word document into a document template
  • How to Create your Own letter Template within Palace
  • How to set up mail and SMS templates
  • How to do a mail merge (Letter and Email)
  • How to do a SMS merge (texting)
  • How to insert a image into a template
  • How to set up a checklist and how they work
  • TINZ (Tenancy Information New Zealand)
  • House Keeping

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