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About

Kick-Off and Training Events

  • Bob Live in Columbia, SC
    Check out photos from our most recent travels around the country. You might just find yourself!

Founding Members Share Their Thoughts

  • Allen Gordon
    The PropertySource Relationship Revolution began many years ago. Some of our members may remember the "old days" when every e-Newsletter was a text-only format. Or when our Contact Manager consisted of 5 fields! We've come a long way, and it wouldn't have been possible without the support of our Founding Members. Some of our members have been involved with us for over a decade now, and we've been thrilled to have their participation in the rollout of our newest programs, including the Referral Challenge, Articles of Value and more.

    We asked them to share their thoughts on how we're doing - and how the new tools will benefit their relationship marketing efforts.

« Easier Contact Management | Main | Announcing the Referral Challenge Holiday Giving Program »

Export Your Tasks

Export_tasks_2

                     

Did you know ...

You can now export your active (or active and inactive) tasks directly to Microsoft Excel, or as a CSV (comma separated value) file. This allows you to sort, organize and print your tasks in your favorite program.

Just one more enhancement that's a result of member feedback! Have an idea on how we can improve the Relationship Manager? Send us your suggestions!

                                                                                 

Posted on Tuesday, November 06, 2007 at 09:44 PM in Member Updates, Tips and Tricks |

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