Help Center : How-to articles



TitleCreatorModified
Change classification: Shareholder/Principal vs AssociateClaudia Linquanti-SueJan 12, 2024
How to print all open InvoicesClaudia Linquanti-SueJan 09, 2024
CTS Web & Receivables Reports Comparison ChartClaudia Linquanti-SueDec 08, 2023
CTS Web Reports for Managers, Team Leaders & StaffClaudia Linquanti-SueDec 05, 2023
CTS Receivables Reports for Executives, Admins & CorporateClaudia Linquanti-SueDec 05, 2023
CTS Web Reports for Executives, Admins & CorporateClaudia Linquanti-SueDec 05, 2023
CTS Web Reports for BrokersTK SmithDec 05, 2023
CTS Receivables Reports for BrokersClaudia Linquanti-SueDec 05, 2023
CTS Receivables Reports for Managers, Team Leaders & StaffClaudia Linquanti-SueOct 30, 2023
How the As Of Date works on reportsClaudia Linquanti-SueSep 22, 2023
User Group Permissions - DefinitionsChip LivingstonJul 28, 2023
How to run an advanced searchTK SmithApr 25, 2023
How to change the commission distribution for only part of a dealClaudia Linquanti-SueApr 21, 2023
Property Deduplication - Data Cleanup WidgetTK SmithApr 05, 2023
Company Deduplication - Data Cleanup WidgetTK SmithApr 05, 2023
Contact Deduplication - Data Cleanup WidgetTK SmithApr 05, 2023
Broker System TrainingTK SmithMar 21, 2023
How to create a new vendor recordTK SmithMar 21, 2023
How to write-off a deal or invoiceTK SmithMar 15, 2023
Login AdministrationTK SmithFeb 14, 2023
Broker WidgetsTK SmithFeb 14, 2023
How to create a new Closed Deal: Part 5 - SpaceClaudia Linquanti-SueFeb 14, 2023
How to create a new Closed Deal: Part 6 - ContactsClaudia Linquanti-SueFeb 14, 2023
Account Entity DeduplicationTK SmithFeb 14, 2023
How to create a new Closed Deal: Part 12 - PaymentsClaudia Linquanti-SueFeb 14, 2023
How to create a new Closed Deal: Part 13 - Notes/FilesClaudia Linquanti-SueFeb 14, 2023
How to create a new Closed Deal: Part 11 - InvoicingClaudia Linquanti-SueFeb 14, 2023
How to create a new Closed Deal: Part 10 - Fee SplitsClaudia Linquanti-SueFeb 14, 2023
How to create a new Closed Deal: Part 9 - Fee CalculationClaudia Linquanti-SueFeb 14, 2023
How to create a new Closed Deal: Part 8 - Deal InformationClaudia Linquanti-SueFeb 14, 2023
How to create a new Closed Deal: Part 7 - Lease DetailsClaudia Linquanti-SueFeb 14, 2023
How to create a new Closed Deal: Part 3 - Workflow NavigationClaudia Linquanti-SueFeb 14, 2023
OutlookSync Converting Single User Installation to All UsersMark McGintyFeb 14, 2023
What happened to the Export option on the lists?TK SmithFeb 14, 2023
How to create a new Closed Deal: Part 4 - PropertyClaudia Linquanti-SueFeb 14, 2023
How to create a new Closed Deal: Part 2 - New Closed Deal ModalClaudia Linquanti-SueFeb 14, 2023
How to create a new Closed DealClaudia Linquanti-SueFeb 14, 2023
How to add a new User TeamTK SmithFeb 14, 2023
How to set permissions on dashboard widgetsTK SmithFeb 14, 2023
Tenancy SF not updating after updating Comp SFTK SmithFeb 14, 2023
How do I invoice a second billing customer on a dealTK SmithFeb 14, 2023
How to Copy a DealTK SmithFeb 14, 2023
Installing a Public Code Signing Certificate into the Trusted Publishers StoreMark McGintyFeb 14, 2023
CoStar Brokerage Applications Outlook Sync Setup HelpMark McGintyFeb 14, 2023
The entire site is frozen when I log inTK SmithFeb 14, 2023
How to reactivate an inactive recordTK SmithFeb 14, 2023
New Closed Deal WorkflowSteve SueFeb 14, 2023
Diagram of the Broker Draw & Payroll workflowClaudia Linquanti-SueFeb 14, 2023
How to import Account TransactionsClaudia Linquanti-SueFeb 14, 2023
Accrual Accounting FeaturesClaudia Linquanti-SueFeb 14, 2023
How do I update Market, Submarket or Micromarket on multiple property records at one time?TK SmithFeb 14, 2023
Grammarly and CoStar Brokerage ApplicationsSteve SueFeb 14, 2023
Overview of the Broker Pay Sheet reportClaudia Linquanti-SueFeb 14, 2023
How to create a closed deal where the Buyer/Tenant does not have a companyTK SmithFeb 14, 2023
How to define Payroll PeriodsClaudia Linquanti-SueFeb 14, 2023
Deactivating a Closed DealTK SmithFeb 14, 2023
Changing a Closed Deal Lease (or Sale) Comp record to a Closed Deal Project recordTK SmithFeb 14, 2023
I need to reset my passwordClaudia Linquanti-SueFeb 14, 2023
Internet Explorer 11 SettingsClaudia Linquanti-SueFeb 14, 2023
Create Availabilities for an entire floorClaudia Linquanti-SueFeb 14, 2023
How to create an Internal ContactClaudia Linquanti-SueFeb 14, 2023
Overview of Web ReportsClaudia Linquanti-SueFeb 14, 2023
System Navigation: Main Menu BarClaudia Linquanti-SueFeb 14, 2023
How to create a new Closed Deal: Part 20 - Other Starting PointsClaudia Linquanti-SueFeb 14, 2023
Getting Started: System OverviewTK SmithFeb 14, 2023
How to create a new Closed Deal: Part 19 - Sale DetailsClaudia Linquanti-SueFeb 14, 2023
How to create a new Closed Deal: Part 18 - Annuity ScheduleClaudia Linquanti-SueFeb 14, 2023
Company Name Scrub - Data Cleanup WidgetTK SmithFeb 14, 2023
How to create a new Closed Deal: Part 17 - Net AdjustmentsClaudia Linquanti-SueFeb 14, 2023
How to create a new Closed Deal: Part 16 - Billing ScheduleClaudia Linquanti-SueFeb 14, 2023
How to create a new Closed Deal: Part 15 - Deal ShareClaudia Linquanti-SueFeb 14, 2023
How to create a new Closed Deal: Part 14 - Link ProjectClaudia Linquanti-SueFeb 14, 2023
Outlook Sync IssuesTK SmithFeb 14, 2023
How do I change pulldown valuesTK SmithFeb 14, 2023
How to customize your dashboard widgetsTK SmithFeb 14, 2023
List Customization (Modify Layout)Chip LivingstonFeb 06, 2023
How to set up multiple split plans for a brokerClaudia Linquanti-SueFeb 04, 2023
Updating Listing Status for multiple records at one timeTK SmithOct 01, 2021


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