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Pre Fireworks and Picnic Project

By
Real Estate Agent with RE/MAX Leading Edge www.GoldenResults.com 71785

I have to mop up my database which means this is my Pre Fireworks and Picnic Project for the next few days. I always have a project a day but this one is going to be a doozy.

It is fish or cut bait time. I switched to an iPHONE which means my antique database is out the window i.e.  inoperational  since it no longer syncs with my new iPhone.

Glub, Glub.

Top Producer 8i imported a few decades worth of data. There had been preexisting duplication errors.

Uh oh.

I experimented with a few other programs but realized very clearly I require the extensive support that the 8i Folks give for their product. I also want all the new bells and whistles like Facebook and Twitter Integration on the Contact Screen. I love, love the 8i CMA Product. The list goes on.

It has been really difficult to make this HUGE a daily change in how I operate my business. But I have made this biggest move of all which is decide to JUST DO IT this week.

Granted, I would like in an ideal world to get Outlook working with my iPAD and iPhone via MobileMe until the iCLOUD comes out in the Fall but with no Outlook support, many major glitches, and another Fall Change when the iCloud arrives, it just is not a reasonable course of action. Plus, there are no notes and no gizmos and well, enough said.

The only thing good about this Pre Fireworks and Picnic Project, because it is a major overhaul of DATA, is that it will be fun to talk to all these FARM a.k.a past clients, family, friends, coworkers and colleagues to invite them for Fireworks and FUN.

Anyway, I put more time into planning these steps than can ever be imagined, so here are the directions I am going to repeat a few hundred times the next few days.

Boy, will I be glad when the Hams go in the oven and the Potato Salad goes on the table and the Guests arrive. Until then, here is my Database House Cleaning Project as I mop up the database after the 8i export....FINALLY!

  

•1.    Correct Duplication in 8i Farm List. Use Control Key to make separate tabs of each duplicate. Then select correct info from them to copy & paste into FARM Category. Remember, the Business Card Icon is Quick Info and the Delete Contact Key is in the Summary Tab.

•2.    Select 100 Top Referral Farm Sources for a NEW Category

•3.    Make Phone Call For Fireworks Invitation & Gather Market Snapshot & ENeighborhoods Info

•4.    In 8i, Correct Data for Name, Phones, EMail, Property, BR, BA, SqFt. in preparation for Markt Snapshots.

•5.    Facebook and Twitter: Click Search and Link to connect lastest posts to Contact Record

•6.    Send Market Snapshot & ENeighborhood Report... Revise Outlook for iPAD Mobile Me Sync

•7.   In  Notes add EMO ( ENeighborhood, Market Snapshot, Outlook ) to record which contacts are updated.

•8.    Check Email PLUS Check MS Status Report and Lead Street Report to confirm reports are sent.

•9.    Send MASS 8i EMail for Open House Invitation &  also RE/MAX In House EMail Blast

 Support@TopProducer.com or 1-800-830-8300 8i

 ENeighborhood Hunter Rhodes 1-800-975-9742

 ECare@RE/MAX.net Stacey Salgado 888-398-7171

NEXT PROJECT: EXPORT to Excel for Future Excel Mailer List...then... Action Plans....

You'll Retrieve Golden Results with Cheryl Ritchie, RE/MAX 100, for all your Southern Maryland Real Estate Services. Visit www.GoldenResults.com for more information.

Retrieve Golden Results with Cheryl Ritchie, RE/MAX 100

 

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Comments (2)

Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

Cheryl- you know that's one reason I just can't get an iphone.  I am considering a xoom Android tablet, but I just can't loose my contacts.  My daughter did when she got her iphone when Verizon got them back in Feb.  I just can't let go...

Jun 29, 2011 03:06 PM
Peter Pfann @ eXp Realty Pfanntastic Properties in Victoria, Since 1986.
eXp Realty, Victoria BC www.pfanntastic.com - Victoria, BC
Talk To or Text Peter 250-213-9490

Hi Cheryl,

Isn't Change exciting...... once it is all done and you have it all cleaned up and running smooth I am sure your will be delighted with the result......

Who could have thought a few years ago that as you get more and more mobile that the various operating systems of  our phones would have such an impact on what business decisions we have to make.....

Good luck with the Switch and Happy Independence Day Weekend

 

Jun 30, 2011 01:27 PM