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Article ID: 4220

Subject: Manually Adding Open Houses into Pro Gold i2 3.0 for Crest Submission

Last Modified: November 16, 2013

 

Applies to: Pro Gold i2 3.xx

 

Purpose: Open Houses can be added into Pro Gold i2 for submission into CrestEDG for appearance on the brand websites of Century21.com, ColdwellBanker.com or ERA.com. Open Houses are entered within each property record in Pro Gold i2 and then submitted to CrestEDG during the Realogy Export.

 

Procedure: Actions required to manually enter an Open House event into Pro Gold i2.

 

          Main Menu => Transactions => Work With Properties icon

          Select the property that needs the Open House added

          Click on the Activity Tab

          Click on the Open Houses button in the bottom right area of the screen

          To add a new Open House, click on the Plus icon at the top of the screen

          The Date, From (time) and To (time) fields must be completed for the entry to be saved

-          The Date can be manually typed in or selected from the calendar provided. Use the drop-down arrow at the end of the date field to access the calendar

          Select the feedback on the Open House, if known

          Click the Save icon at the top of the screen to save the Open House

          Close out of the screen

          To ensure that the new information is sent to CrestEDG on the next submission, click the Save button on the property and satisfy any business rule violations that appear

 

References:   Below is a link you can use to access Enhancement HelpNet Center resources, which includes the Knowledge Base Article (KBA) Library, Pro Gold i2 Documentation, and Training Webcasts:

 

http://secured.progoldi2.com

 

          The Enhancement HelpNet links are located on the right side of the web page.

 

Related articles: N/A

 

Keywords: Crest, Open House, Realogy, Single Entry, Submission, Transmission, 4220


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