Diary

Articles

How to Add an Action/ Conversation Diary in REST Professional
How to Add an Action/Conversation Diary in REST Professional Overview The Action/Conversation diary is to record File notes, Reminders, & Conversations against Owners, Tenants, Properties, Creditors, Building & Strata plan. You may also ha...
How to print Action/Conversation Diary Notes in REST Professional
How to print Action/Conversation Diary Notes in REST Professional Overview The Action & Conversation Diary can be accessed from the Master files for Owners, Tenants, Properties, Creditors, Building & Strata plan and from any Transaction en...
How to Setup and Use Pop up Reminders
How to Setup and Use Pop up Reminders Overview You have the option to enable pop up reminders as part of the Action/Conversation diary that will pop up on your REST Professional desktop to alert you of an entry on your calendar. This ...
How to Setup and Use the Commercial Diary in REST Professional
How to Setup and Use the Commercial Diary in REST Professional Overview The commercial diary displays a list of dates, options, increase or lease information etc. for commercial properties. The diary items can be by owner, building, proper...
Outlook Synchronisation Not Working – Initializing
Outlook Synchronisation Not Working – Initializing Problem When trying to run an Outlook Synchronisation, you may come across the outlook synchronisation screen just sitting on ‘Initializing’. This will not proceed and perform the syn...
Portfolio Check Enhancements
Portfolio Check Enhancements REST Professional version 11 included an enhanced Portfolio Check to allow a simplified click through navigation together with easier to view reports. Enhanced Display The Portfolio Check display has been ...
User Security Level Definitions in Rest Professional
User Security Level Definitions in Rest Professional  Overview All Users are given a security level in Rest. This is setup through Files > Users selecting the user by clicking on Search-F7. The Security level settings for system and sales (if appl...