Theo Dela Cruz
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Activity overview
Latest activity by Theo Dela Cruz-
Theo Dela Cruz created an article,
Job Workflow Statuses
The following are key statuses which should be assigned throughout a job's lifecycle: Instructions Registered Initial Status when job is added to the system. Date In will be set automatically. ...
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Theo Dela Cruz created an article,
Accessing Client Portal
Client Portal gives clients the ability to view the jobs they ordered. CLIENT ACCESS 1. Select the Client you want to allow access by going to Clients. Open their Client Card by selecting them and...
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Theo Dela Cruz created an article,
Substitute Report
Substitute reports are commonly used by Valuers when they want to change or add something to their report which can't be accomplished directly via the ValuePRO job card. In general, it provides a m...
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Theo Dela Cruz created an article,
Set up a Valuer for a LIXI Partner
To set up a valuer for a LIXI Partner: 1) Go to Clients. 2) Under the 'LIXI Partners' tab, select which LIXI Partner you want to set up the valuer to. 3) Select the 'Valuer' tab on the LIXI partner...
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Theo Dela Cruz created an article,
Set-Up RP Data
Step 1 Go to Settings. The Settings menu The Settings menu zoomed in Step 2 Go to DataLink. The DataLink tab Step 3 For Australian clients, enter your RP Data credentials in RP Data User ID and...