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Professional
Resources
Realtor
Note: The description of each Professional
Resource form is very similar. If you
are going through Help forms one-by-one you may want to read about one of the
Professional Resources then skip to the Other
Resources form.
Purpose: Information relating to the realty that
the corporation uses on a regular basis is needed for some of the resolutions
and corporate documents. This provides
a single location for information related to the real-estate firm, reduces
the possibility of errors, and reduces the amount of time needed to produce
corporate documents.
Overview: To add a record, press the New button
on the standard toolbar. The new
record that is generated is titled New Realtor Record. Click in the realty textbox and enter the
name of the realty. The initial ‘** No
Realtor **’ record must remain an option for corporations that do not have a
realtor that is being used on a regular basis, so this record can not be
modified or deleted.
Fill in the data including the appointment date which is
the date of the directors’ resolution documenting the appointment of the
realty as the corporations’ normal real estate agency. Add as many realtor records as needed for
all the corporations in the database.
All of the realtors are displayed in the realtor list. When a different company is selected using
the company tabs at the top of the form, the realtor for the company is
selected in the list and the realtor’s data appears on the form. To select a different realtor for a company
just click on the name of the realty in the list while the company name is
selected in the company tabs. If a
company does not have a real-estate firm that it uses on a regular basis,
select the ‘** No Realtor **’ option.
Details: Click the underlined links below for
details.
Related Information:
1. Adding A
Realtor Record
- Use Standard Toolbar ADD  button or
- Use the Add Realtor
Record option under File in the main menu at the top of the form
2. Deleting A Realtor
Record
- Use Standard Toolbar
DELETE  button or
- Use the Delete Selected Realtor
option under File in the main menu at the top of the form
3. Modifying
A Realtor Record
- Use Standard Toolbar SAVE
 button or the
REVERT  button
or
- Use the SAVE or REVERT
options under File in the main menu at the top of the form
4. Record Navigation 
- The First/Prior/Next/Last
buttons move through the realtor records in the order they were entered
5. List  and
Find 
- The ‘List’ option
displays the names of real estate firms
Selecting a name in the list
displays that
record on the form.
- The ‘Find’ option locates realtor
records by
City
Realtor
Real Estate Firm
6. Reports The following reports are
accessible from the Reports option on the main menu. While moving from one
form to another the report options change.
- Realtor Profile for the
Selected Company
- Realtors by Company
- Companies by Realtor
____________________________
Company Tabs:
Use these tabs to navigate through the companies in the
database. When a company name is
selected, the real-estate firm representing the company is selected in the realtor
list. .
GO TOP
____________________________
Resource Tabs:
This is a set of tabs located under the company tabs that display the
professional resource pages. The Other
Resources tab displays web links to topics important to corporations
including the SEC web site and Secretary of State web sites.
GO TOP
____________________________
Realtor List: List of all real-estate
firms in the database. Select a
company tab at the top of the form then select one of the realty firms in
this list. The selected real-estate
name is then associated with the selected company. Each time a company tab is selected the real-estate
firm’s information appears on the form for the realty that is associated with
the selected company
GO TOP
____________________________
Web Resources: Internet web link to a page that provides
information specific to real-estate firms that deal with corporate clients.
GO TOP
____________________________
Date Appointed: The date the board of directors approved a resolution
appointing the selected real-estate firm to represent the corporation.
GO TOP
____________________________
Email Button: Click this button to send an email message to the
selected realtor. Your email software
must be MAPI compliant to use the CMS for emailing. MAPI is supported
by: Outlook, Outlook Express,
Netscape, Eudora, and Groupwise.
GO
TOP
____________________________
Realtor: The Realty textbox
should contain the name of the real-estate firm while the Realtor textbox
contains the name of the realtor who is the contact person for the
corporation.
GO
TOP
____________________________
Email Address: Email address for
the realtor. This is required if you
want to send emails to the realtor using the Email Button.
GO TOP
____________________________
Adding A Realtor Record: Click the Add button
on the standard toolbar to add a record to the realtor list.
GO TOP
____________________________
Deleting A Realtor Record: Press the Delete button on the standard
toolbar to delete the selected realty record.
If the realtor record being deleted is associated with a company in
the database, the name of the company’s realtor will change to the ‘** No
Realtor **’ option.
GO TOP
____________________________
Modifying
A Realtor Record: Select the name
of the real-estate firm in the realtor list. Information for the selected real-estate
firm appears and can then be modified.
GO TOP
____________________________
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