System Tasks

You can create an automated task to send email to your agents for these :

Split Commission Plan Renewal Reminder

Alert email to agents

Notifications to active agent for new listings

Remind agents of missing documents

Remind agents of missing documents - LAST REMINDER

Notification of status change for transaction report

Agent Monthly Report

Activity Summary Report

Here is the step to follow to view your existing automated task list or to create a new one; Administration > Setup > system Tasks

To create a new automated task you must click on ''create+'' at the top of the page;

Then this page will open;

You must select the new task and then click on next

1.Split Commission Plan Renewal Reminder

This is a task to send an email to agents when their commission split plan renews.

This page will open, you must fill in the required fields;

1.

Recurrence: Daily

Start date: From what date do you want the task to be in effect

End date: If you don't want this task you have to make it inactive and put an end date.

Process time: At what time you want the email to be sent.

Active: yes or no

Immediately send email : yes or no

sender : Select who will be the sender of the email

2.

Letter template: Select the letter template you want to use.

Notification type: Email or SMS

Nb of days before plan renewal: How many days before you want to send the plan

User: Using the arrow and selecting the user move it to the right so that this task is active for this user

Once all required fields are completed, click on ''Save and Close'' your new task ( Split commission plan renewal reminder ) will now be active.

2.Alert email to agents

This is a task to send an email to notify agents of transaction or listing deadlines.

This page will open, you must fill in the required fields;

Recurrence: Daily

Start date: From what date do you want the task to be in effect

End date: If you don't want this task you have to make it inactive and put an end date.

Process time: At what time you want the email to be sent.

Active: yes or no

Immediately send email : yes or no

sender : Select who will be the sender of the email

2.

Recipient: For all brokers or for specific brokers.

Sales conditions: Number of days before completion Due Date: put a number

Sales conditions : Number of days before Due date: put a number

Include conditions where the buyer is represented by another agent: yes or no

Listings: Number of days before expiry date :

Once all required fields are completed, click on ''Save and Close'' your new task ( Alert email to agents ) will now be active.

3.Notifications to active agent for new listings

This is a task to send an email to your agents when they have new listings coming into NexOne.

This page will open, you must fill in the required fields;

Recurrence: Daily

Start date: From what date do you want the task to be in effect

End date: If you don't want this task you have to make it inactive and put an end date.

Process time: At what time you want the email to be sent.

Active: yes or no

Immediately send email : yes or no

sender : Select who will be the sender of the email

2.

Notification type : Email or SMS

Once all required fields are completed, click on ''Save and Close'' your new task ( Notifications to active agent for new listings ) will now be active.

4. Remind agents of missing documents

This task is to send an email to your agents when they are missing mandatory documents in their files.