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How to Connect and Disconnect REST Professional Databases
Overview
You may have several trust accounts i.e. a rental trust account and a sales trust account and therefore have more then one REST Professional database that you require ac...
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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 ...
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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...
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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...
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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...
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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 ...
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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...
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Using Smart Search
Learn how to use smart search in REST Professional in this short 2 minute video.
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Where to Find Your Client ID
Find out how your Client ID helps you, and where you can find your Client ID in this short 1 minute video.
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Setting up Branches in REST Professional
Overview
The Branches function allows offices at different locations to log in to the same REST database with different receipt number sequences and separate daily banking sheets.
You may...