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Logging an advert can be done for individual or multiple properties. Both methods are covered below.


1. Logging an individual advert

From the property record that you wish to log the advert for:

  • Click the Options menu

  • Select Create Advertising Note

    The publications list should be configured to match your company’s requirements

  • In Publications, select the publication type, ensure that the details displayed below are correct, then click Add

  • Select whether the advertisement type is to be recorded as Pre-booked or Advert placed, where needed enter the Advertisement size and Total cost details

  • Click Exit

Adverts are logged in the property journal


Info
titleKeyboard shortcut

Control & A also launches this screen


2. Logging multiple adverts

The Prepare Advertising application allows adverts to be prepared and saved for multiple properties; advert details can also be logged in the property journal

  • Click your name/office at the top of the main menu

  • Click Tools and select Prepare Advertising

    The Prepare Advertising wizard is launched, see steps 1-4 below for information on how to complete

Expand
titleStep 1 - select publication
  • Select the publication, click Next

    The publications list should be configured to match your company’s requirements



Expand
titleStep 2 - select office(s)
  • Select relevant office(s), click Next



Expand
titleStep 3 - select properties

All properties with available status for the chosen office(s) will be displayed

  • Tick the box next to the properties that are to be advertised, click Next

Selecting the property record will display previous advertisement information and allow costs to be logged

Click the column headings to sort the properties, for example by date instructed

Options allows extra properties to be added to the list and also to remove some properties from view



Expand
titleStep 4 - prepare advert
  • Select a template and choose one of the options to the right (outlined below):

    • Preview/Print opens the advertisement in a non-editable window
    • Edit in Word allows the advertisement to be edited and saved to your PC/network
    • E-mail opens a new email message with the advert attached in non-editable (HTML) format
    • E-mail from Word allows the advertisement to be edited and saved in a format suitable for emailing (the pictures will be embedded in the file rather than being linked to the document)

  • Tick Create log entries to record details of the advertisement in the selected property journals

  • Click the Finish button (which will be in place of the Next button) to complete the process

If the Prepare Advertising application is only being used for logging advertisement information in property journals, select one of the above functions (for example Preview/Print), close the resulting screen and click the Finish button



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