Space Details:

Key	CBAKB
Name	Help Center
Description
Created	Jul 15, 2019

Available Pages:

Recent Updates
- Feature Overview Articles
- List Customization (Modify Layout)
- Accounting Entities Update
- Chart Widget Improvements
- Company Search
- New Version of the Contact Form
- Contact/Company Group Management
- Global Search
- New Closed Deal Workflow
- New Version of the Company Form
- New Version of the Note/File Form
- Property Deduplication
- User Settings Menu
- Reporting Tool - Maximum Record Count
- Deal Share Form
- Important Browser Update
- Updates to the Data Import from 'CoStar: Marketing Center' Listings to Brokerage Applications
- New Reports to Replace 'Legacy' Reports
- Import Tool for updating Availabilities
- Deactivate a Deal
- Import Tool for Creating Comps
- Import Tool for Property Records
- Brokerage Applications - Help Center
- List action name updates
- Inventory, Availabilities and Comp list report selector updates
- New Comp Search & List
  - New Comp Search & List: Later phases
- System Notifications (and Alerts)
- My Pipeline Widget
Frequently asked questions
- Unable to find a record
- I need to reset my password
- Changing a Closed Deal Lease (or Sale) Comp record to a Closed Deal Project record
- Deactivating a Closed Deal
- Updating Listing Status for multiple records at one time
- Supported Browsers
- Password Reset
- Tenancy SF not updating after updating Comp SF
- Property / Total Building Availability Widget Calculations
- What kind of Deal should I create?
- Record Permissions Summary
- Lease Expirations w/Contact Info report - missing lease expirations
- Confidential setting on Comp records
- How the As Of Date works on reports
- Exporting CRM Data
How-to articles
- How to create an Internal Contact
- Internet Explorer 11 Settings
- Login Administration
- Create Availabilities for an entire floor
- Overview of the Broker Pay Sheet report
- Diagram of the Broker Draw & Payroll workflow
- How to define Payroll Periods
- How to import Account Transactions
- How to reactivate an inactive record
- How do I update Market, Submarket or Micromarket on multiple property records at one time?
- How to customize your dashboard widgets
- Accrual Accounting Features
- How to create a closed deal where the Buyer/Tenant does not have a company
- Property Deduplication - Data Cleanup Widget
- OutlookSync Converting Single User Installation to All Users
- Setup User Permissions by Role
- User Group Permissions - Definitions
- How to run an advanced search
- CoStar Brokerage Applications Outlook Sync Setup Help
  - Installing a Public Code Signing Certificate into the Trusted Publishers Store
- How to Copy a Deal
- How do I invoice a second billing customer on a deal
- How do I change pulldown values
- How to set permissions on dashboard widgets
- How to add a new User Team
- How to create a new Closed Deal
  - How to create a new Closed Deal: Part 2 - New Closed Deal Modal
  - How to create a new Closed Deal: Part 3 - Workflow Navigation
  - How to create a new Closed Deal: Part 4 - Property
  - How to create a new Closed Deal: Part 5 - Space
  - How to create a new Closed Deal: Part 6 - Contacts
  - How to create a new Closed Deal: Part 7 - Lease Details
  - How to create a new Closed Deal: Part 8 - Deal Information
  - How to create a new Closed Deal: Part 9 - Fee Calculation
  - How to create a new Closed Deal: Part 10 - Fee Splits
  - How to create a new Closed Deal: Part 11 - Invoicing
  - How to create a new Closed Deal: Part 12 - Payments
  - How to create a new Closed Deal: Part 13 - Notes/Files
  - How to create a new Closed Deal: Part 14 - Link Project
  - How to create a new Closed Deal: Part 15 - Deal Share
  - How to create a new Closed Deal: Part 16 - Billing Schedule
  - How to create a new Closed Deal: Part 17 - Net Adjustments
  - How to create a new Closed Deal: Part 18 - Annuity Schedule
  - How to create a new Closed Deal: Part 19 - Sale Details
  - How to create a new Closed Deal: Part 20 - Other Starting Points
- Export a list of Contacts to use in a mail merge
- Account Entity Deduplication
- Company Name Scrub - Data Cleanup Widget
- Broker System Training
- Broker Widgets
- Getting Started: System Overview
  - System Navigation: Main Menu Bar
- Company Deduplication - Data Cleanup Widget
- Contact Deduplication - Data Cleanup Widget
- Overview of Web Reports
  - CTS Web & Receivables Reports Comparison Chart
  - CTS Web Reports for Brokers
  - CTS Web Reports for Managers, Team Leaders & Staff
  - CTS Web Reports for Executives, Admins & Corporate
  - CTS Receivables Reports for Brokers
  - CTS Receivables Reports for Executives, Admins & Corporate
  - CTS Receivables Reports for Managers, Team Leaders & Staff
- How to set up multiple split plans for a broker
- Network Administrator Training
- How to write-off a deal or invoice
- How to create a new vendor record
- How to change the commission distribution for only part of a deal
- How to print all open Invoices
- Change classification: Shareholder/Principal vs Associate
Troubleshooting articles
- Error applying a payment: Commission Plan Found, but not for payment amount/date
- Searching with international characters
- Auto-pay isn't working in the Invoice Gateway
- Grammarly and CoStar Brokerage Applications
- Why is there a red contact on the Split Worksheet?
- The entire site is frozen when I log in
- What happened to the Export option on the lists?
- Password Reset Request: Administrator Support
- Outlook Sync Issues
- Customer not showing up on Invoicing tab in the Customer pulldown
- CTS Error: missing the fiscal year definition