Agent Office Upgrade History in Detail
 

NOTE:  Agent Office was known as Online Agent, and branded by various franchises to include RE/MAX Agent 2000, Executive Agent, Century 21 Power Pack, & Keller Williams Online Agent


 To purchase Agent Office - click here

 

To purchase the Agent Office Upgrade - click here

  • Agent Office Upgrades can be downloaded, enabling you to save the shipping & handling costs, or it can be shipped on a CD.

  • It contains the entire program, with all the ugrades.

  • It installs over the old software, or can be installed on it's own.

  • If it is installed over the old version (on the same computer where the old version is), it will automatically bring in ALL your old data.

  • If you install it on a new computer, you must first do a backup on the old software, and then a restore to the new upgrade.

Also - I offer  2 day on-site, hands-on training  - and online training!

 

Version 10.0 - July 2007

Version 9.0 - July 2006

Version 8.5 - January 2006

Version 8.0 - August 2005

Version 7.5 - April 2005

Version 7.0 - November 2004

Version 6.0 - December 2003

Version 5.0 - April, 2003

Version 4.5 - April, 2002

Version 10.0 Improvements - July 2007

 

Version 9.0 Improvements - July 2006

Activity Enhancements

  • Ability to view All Users' timeless and timed activities in the Scheduler.

  • Ability to reassign mass activities from one AgentOffice user to another.

  • On the Schedule an Activity screen, the Show Schedule button displays the selected user's scheduler (instead of the logged in user's schedule).

  • Ability to view the Schedule an Activity screen by double-clicking on an activity in the Old Business activity list.

  • Auto-population of the time on the Schedule an Activity screen when you select a time in Scheduler and select the Schedule an Activity option.

Contact Import Enhancements

  • Additional e-mail address import field options to accommodate import packages that contain 2 or more e-mail addresses.  You can associate existing e-mail types or add e-mail types on the fly to e-mail addresses in a contact import package.

  • Additional mailing address import field options to accommodate import packages that split the address street number, street name, direction point, and street designation.

  • Ability to import categories from within the import package into AgentOffice and associate the imported categories to the appropriate imported contact record.

  • Ability to globally associate existing AgentOffice categories to contacts within the import package.

  • Prompts during the import process to allow you to enter default information, which will auto-populate all contacts within the import package with the entered information.

  • During the import process, duplicate record checking between existing contacts and contacts in the import package with the option to update or add duplicates.

New Document Manager Module

  • Ability to import significant documents directly into AgentOffice Document Manager or an AgentOffice record.

  • Ability to link the documents to contacts, listings, and/or sales.

  • Ability to assign documents to categories.

  • Ability to view documents using the associated application.

  • Ability to export documents, including to CD.

  • Ability to e-mail documents.

  • Documents are backed up and synchronized during AgentOffice backups and Accusync.

Referral Management Enhancement

  • Ability to track which clients have referred you as a client (Referred By), and what referrals to clients/contacts your contacts have made (Referrals).

ZipForm/WINForms Integration

  • Integration with the desktop and online versions of ZipForm and WINForms to create new transactions with data from transactions and contacts in AgentOffice.

  • Integration with the desktop version of ZipForm and WINForms to associate transaction related forms to a transaction.

  • Integration to ZipForm and WINForms available within the AgentOffice Contact, Listing and Sales modules.

  • Ability to add new transactions to ZipForm and WINForms that include contacts related to the transactions, for example, buyer and seller, buyer and seller agent, buyer and seller attorney, lender agent, title agent, escrow and appraiser.

 

Version 8.5 improvements, PDF file - click here. - January 2006

 

 

Version 8.0 - August 2005

 

  • Ability to change a closed sale back to pending. Previously, closed sales status could not be changed.
  • After fresh install, the system now opens the Desktop module by default.
  • After fresh install, the systems e-mail setting to save attachments is now enabled to save attachments by default.
  • AgentOffice integration with the ClickYes software. If AgentOffice detects ClickYes running on the system, AgentOffice will display dynamic settings the E-mail Settings providing the user to establish AgentOffice specific settings when sending e-mails. If ClickYes is not detected, the system does not display the settings. Note – we will not distribute nor endorse ClickYes, but since this seems to be the program users are using, we decided to at least work with it.
  • AgentOffice provides users with the ability to backup to CD writable drives (CD must be previously formatted).
  • Presentation Designer now accepts jpg , pcx and tif files.
  • Presentation Designer now provides more color options.
  • The “Move to Today” button in the Old Business has been changed to “Move to ….” button. When selected, AgentOffice prompts to select date to move activity too.
  • On new compose e-mail, when a signature automatically inserts, the cursor now defaults to the To: field instead of at the bottom of the signature.
  • Expanded listing street name field to 40 characters.
  • Added APN field to most Listing reports and Sales Closing reports.
  • Added Escrow/Closing # and Title Order # fields to most Sales Closing Reports.
  • The listing report issue regarding blank listing dates would display as 12/30/1899 when generating listing reports has been fixed to display nothing if there is no date entered in any of the date fields.
  • Updating APP Interface install to handle newer Hotsync versions. New APP Interface install doesn’t install conduit dll files anymore, the AgentOffice install installs the conduit dll files.
  • Paragon.cmi file now installs to program directory and no longer to the data directory.
  • Fixed odd behavior with “Other Button”.
  • Plan Manager “Copy Plan” feature now copies the notes in the activities to the copied plan.
  • Desktop > Old Business section now refreshes when activities are moved or completed from Old Business, then Old Business closed and the system returns to the Desktop.
  • A completed e-mail activity now displays in the scheduler. Previously the completed e-mail activity would appear on the contact record, but wouldn’t display in the scheduler.
  • Unneeded contact fields removed from Contact Lookup options.
  • AgentOffice handles higher DPI settings than previously. Previously, if the DPI settings where higher, the user would see scroll bars in various modules.
  • Commission reports sort by status and now the sub-sort is based on date.
  • Both Win2003 and XP: If installation of Kernel-mode print drivers is not allowed, the ePrint software would install, but the print driver would not install. When attempting to generate a pdf, via ePrint, the system would fail at pdf creation. Now the AO install checks to verify Kernel-mode print drivers are enabled and prompts the user if it’s not enabled by displaying message indicating that the group policy needs to modified before AO can be installed..
    • Win XP – By default, the system allow Kernal-mode print drivers to be installed.
    • Win 2003 – By default, the system does not allow Kernal-mode print drivers to be installed.
  • Contact Import – The comma delimited import title bar now states “Comma Delimited Import” for both the import utility through the Contact module and through the AgentOffice import utility (olaimp32.exe).
  • Updated report engine to use Crystal Reports Version 11.
  • Modified RETS connectivity login to prompt user for username and password if the login fails to allow it to be used with sites that have implemented the Safe MLS initiative. Safe MLS requires that a new password be entered each time a user logs into the site.

 

 

Version 7.5 improvements - April 2005

 

NOTE:  Version 7.5 - Windows 98 and Windows ME no longer supported.  That's not to say it WILL NOT work, but they will not support it.  I have clients on both, and they work - just no guarantees.

  • Address Substitution – When printing or e-mailing a mail merge to contact(s), the user may specify which contact address to use; Primary, Secondary, Third, or Fourth.

  • Print Range – When printing or e-mailing to two or more contacts at a time, the user may specify the range of contacts to print or e-mail too.

  • Update Contact Information – When a user upgrades to AO v7.5, the system will prompt the user to update their contact information for FNF and FNRES records. The system submits information to the same database that stores online registration information.

 

Version 7.0 improvements, PDF file - click here. - - November 2004

 

 

Version 6.0 improvements - December 2003

  • Upgrade Crystal Report generator to the most recent version of 9.0.  Instead of printing a report, the program can also generate a .pdf file (Adobe Acrobat) and automatically add the .pdf as an attachment in an e-mail message. 

  • Online searching capabilities to create CMA with their local MLS system.  With RETS, AgentOffice will enable users to interface with any MLS system  without having to worry about the interface breaking when any changes are made on the MLS system.

NOTE:  AO CMA Module - Your MLS must be RETS compliant, for AO to work with it.  Then, not only does it have to be RETS compliant, but your MLS must be willing to allow access to the RETS database.  Some MLS' insist upon a large fee from FNIS to be allowed to interface with them.  I'm on their side when they say - Hey, it's your member that wants access!  They're already paying you for that data!

  • Ability to add multiple e-mail addresses for a contact record. AgentOffice will now automatically search a web site to check for upgrades.  This will ensure our users have the most up to day version of our software.

  • Currently, a user can create a contact record from receiving an e-mail with a .vcf file (electronic business card) attached. The information imported on the new contact record currently is basic contact information. For v6, we are adding to the functionality. The user/realtor can create a contact record automatically from the .vcf file for the prospective client with all the information they requested in the contact record. In addition, the contact record is launched and defaults to allow the user to create/launch a plan.

  • Several behavior changes within the application to make the program run smoother. From workflow changes within the scheduler and desktop modules to changes within the email module, AgentOffice will now work more streamlined. Within the scheduler when the user completes the activity, the focus will stay on the next activity on the list. When going from the contact to a listing, the listing that is opened is the most recent listing.

  • Email tab on the contact records to centralize all the emails sent and received.

  • Ability to search any phone number in list.

 

Version 5.0 improvements - April, 2003

  • Free-form e-mail address - You can send e-mail messages to contacts that are not in your database.

  • Group Attachments - This new feature will allow you to send any attachment to a group of contacts within your database. If you have created a newsletter, you can now use it to send this to your contacts.

  • E-mailing CMAs and flyers - With this new feature, you will be able to directly e-mail CMAs and flyers from the Listing Module to individuals or groups of contacts. This will enable you to streamline your daily tasks and save time.

  • E-mail addressing - We have added the ability to use standard CC: and BCC: e-mail functionality. You may not always want to show your entire e-mail distribution list. For those instances, you can now use BCC.

  • Sending e-mails - If you have scheduled a number of e-mail messages to be sent as a part of a marketing plan or follow-up plan, you can now click one button and send all scheduled e-mails.

  • Electronic signature - We have created the ability to auto-sign all of your e-mail messages. Simply select your default signature and each time you send a message, your signature will be added. We have also added electronic signatures for your team members or assistants

  • Other enhancements - You will be able to save your fax cover pages, keep better track of scheduled showings and much more.

 

Version 4.5 improvements - April, 2002

  • Upgraded e-mail system to utilize Simple MAPI to send e-mail thru default client.

  • Added ability to receive incoming e-mails into AgentOffice from default e-mail client, with the option to associate the e-mail to a contact.

  • Added ability to create new contact records from received e-mail vCards.

Return to where you left the Agent Office Order Form

 

 

Contact us - 215.345.5222

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