General Administration - Palace Live
All you need to know on : House Keeping, Mail Merge, Dairies
- 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
- I have an Agent Leaving what steps should I take?