Jade Property Suite

Jade Property Suite 6
User Manual
(c) JadeTools.com 2001-2008

Jade Property Suite Manual
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indirectly by this document.
Publisher
Contents I
Table of Contents
0
Part I Introducing Jade Property Suite 2
Part II Support 4
Part III Getting Started 6
Part IV Installing 9
1 System Requirements
................................................................................................................................... 10
2 Install Jade...................................................................................................................................
Property Suite 11
3 Install Jade...................................................................................................................................
Property Suite on a Network 12
4 Uninstall Jade
...................................................................................................................................
Property Suite 13
Part V Customizing Jade Property Suite 16

1 Enter Agency
...................................................................................................................................
Details 17
2 Change the...................................................................................................................................
Default Currency 18
3 Customize the
...................................................................................................................................
Drop-down Menus 19
4 Rename the...................................................................................................................................
Custom fields 22
5 Customize the
...................................................................................................................................
Properties Grid 23
6 Change the...................................................................................................................................
Property Print Button Menu 25
7 Customize the
...................................................................................................................................
Contacts Grid 26
8 Customize the
...................................................................................................................................
Enquiries Grids 27
9 Set the Web...................................................................................................................................
Publish Options 28
10 Set up the Web
...................................................................................................................................
Publish Location 29
11 Change the...................................................................................................................................
Environment Options 31
12 Change How
...................................................................................................................................
Jade Sends Email 32
13 Edit the Data
...................................................................................................................................
Loaded Filters 33
14 Change the...................................................................................................................................
Database Image Options 34
Part VI Customizing Enquiries 37

1 The Postal Mail
...................................................................................................................................
Response Letter 38
2 The Enquiry...................................................................................................................................
Email Message 39
..........................................................................................................................................................
Listings in the Email Message 41
..........................................................................................................................................................
Using Links in the Email Message 42
..........................................................................................................................................................
Field Tags for the Email Message 44
3 The Enquiries
...................................................................................................................................
Matching Filter 45
4 The Email Response
...................................................................................................................................
Settings 46
Part VII Customizing Print Templates 49

I
II Jade Property Suite 6
1 Managing Print
...................................................................................................................................
Templates 50
.......................................................................................................................................................... 51
Find a Print Template
Organize Print ..........................................................................................................................................................
Templates 52
..........................................................................................................................................................
Set Preferences for a Print Template 53
..........................................................................................................................................................
Import or Export a Print Template 54
..........................................................................................................................................................
Print Templates Shipped with Jade Property Suite 55
.........................................................................................................................................................
Contacts Print Templates 56
Companies.........................................................................................................................................................
Print Templates 57
.........................................................................................................................................................
Enquiries Print Templates 58
.........................................................................................................................................................
Events Print Templates 59
.........................................................................................................................................................
Properties Print Templates 60
2 Editing a Print
...................................................................................................................................
Template 63
Format Text in ..........................................................................................................................................................
a Print Template 64
..........................................................................................................................................................
Edit a Label in a Print Template 65
..........................................................................................................................................................
Change Colors in a Print Template 66
..........................................................................................................................................................
Hide Agency Details in a Print Template 67
..........................................................................................................................................................
Insert a Field Component in a Print Template 68
..........................................................................................................................................................
Align Components in a Print Template 69
..........................................................................................................................................................
Center Components in a Print Template 70
..........................................................................................................................................................
Resize Components in a Print Template 71
..........................................................................................................................................................
Custom Printing Settings 73
..........................................................................................................................................................
Previewing Changes to a Print Template 74
..........................................................................................................................................................
Change a Component's Source in a Print Template 75
..........................................................................................................................................................
Sort Properties in a Print Template 76
..........................................................................................................................................................
The Images Sub-report 77
..........................................................................................................................................................
Edit a Query in a Print Template 78
..........................................................................................................................................................
Dynamic Components 80
..........................................................................................................................................................
Simple Calculations 81
The Data Tree .......................................................................................................................................................... 82
..........................................................................................................................................................
The Report Wizard 83
The Report Tree .......................................................................................................................................................... 84
..........................................................................................................................................................
Import or Export a Data View 85
..........................................................................................................................................................
Toolbars in the Print Templates Editor 86
Part VIII Customizing Web Pages 91

1 Editing a Web
...................................................................................................................................
Design 92
What is a Jade ..........................................................................................................................................................
Web Design? 93
..........................................................................................................................................................
Change Page Colors in a Web Design 94
..........................................................................................................................................................
Format Text in a Web Design 95
..........................................................................................................................................................
Add or Remove Agency Information 96
..........................................................................................................................................................
Change the Size of the Agency Logo 97
..........................................................................................................................................................
Activate Web Search 98
..........................................................................................................................................................
Modify the Web Search Filter 99
..........................................................................................................................................................
Change Navigation Options 100
..........................................................................................................................................................
Change the Size of Images 101
..........................................................................................................................................................
Preview Changes to a Web Design 102
..........................................................................................................................................................
Create a New Web Design 103
..........................................................................................................................................................
Open Another Web Design 104
..........................................................................................................................................................
Select a Web Design for Web Publishing 105
..........................................................................................................................................................
Change Default Extension for Web Pages 106
..........................................................................................................................................................
Set the Web Options 107
..........................................................................................................................................................
Editing HTML Code 108
.........................................................................................................................................................
What is Jade HTML Code? 109

Contents III
.........................................................................................................................................................
How to Edit the Jade HTML Code 110
.........................................................................................................................................................
Changes via the Interface 111
.........................................................................................................................................................
How to Hyperlink the Agency Logo 112
.........................................................................................................................................................
How to Modify the Rooms section 113
.........................................................................................................................................................
How to Design a Search Form 115
.........................................................................................................................................................
Create a Custom Drop-down Search Field 116
Previewing.........................................................................................................................................................
Changes to HTML Code 118
.........................................................................................................................................................
Using an External HTML Editor 119
Optimizing.........................................................................................................................................................
HTML for Search Engines 120
.........................................................................................................................................................
Style Names in Jade HTML Code 121
.........................................................................................................................................................
Tags Common to All Pages 123
.........................................................................................................................................................
Tags In Category Page Code 124
.........................................................................................................................................................
Tags In Search Form Code 126
.........................................................................................................................................................
Tags in Property Page Code 128
2 Editing Web
...................................................................................................................................
Categories 131
What are Web..........................................................................................................................................................
Categories? 132
..........................................................................................................................................................
Create New Web Categories 133
..........................................................................................................................................................
Add a Web Category 134
..........................................................................................................................................................
Move a Web Category 135
..........................................................................................................................................................
Delete a Web Category 136
..........................................................................................................................................................
Edit the Web Category Filter 137
..........................................................................................................................................................
Sort Properties in a Web Category 138
..........................................................................................................................................................
Change a Category's Filename 139
..........................................................................................................................................................
Open Another Categories File 140
..........................................................................................................................................................
Select Categories for Web Publishing 141
Part IX Working with Properties 144

1 What Is a Property
...................................................................................................................................
Record? 145
2 Create a Property
...................................................................................................................................
Record 146
3 Select the ...................................................................................................................................
Seller/Owner Details 147
4 Enter Property
...................................................................................................................................
Measurements 148
5 Load Property
...................................................................................................................................
Images 149
6 Create Rooms
................................................................................................................................... 151
7 Create an Event
................................................................................................................................... 152
8 Renumber...................................................................................................................................
Properties 153
9 Select Properties
................................................................................................................................... 154
10 Match a Single
...................................................................................................................................
Property with Enquiries 155
11 Add a Property
...................................................................................................................................
to an Enquiry Hotlist 156
12 Delete a Property
................................................................................................................................... 157
13 Load data ................................................................................................................................... 158
14 Views of the
...................................................................................................................................
Properties Database 159
15 Using the ...................................................................................................................................
Quick View 160
16 What is Quick
...................................................................................................................................
View? 161
17 What is the
...................................................................................................................................
Grid View? 162
18 What is the
...................................................................................................................................
Records View? 163
19 What Is the...................................................................................................................................
Property ID? 164
III
IV Jade Property Suite 6
20 What is the
...................................................................................................................................
Promote checkbox? 165
21 Searching................................................................................................................................... 166
.......................................................................................................................................................... 167
Sort Properties
..........................................................................................................................................................
Find Properties with the Search Panel 168
..........................................................................................................................................................
Find Properties with the Grid 169
22 Web Publishing
................................................................................................................................... 171
.......................................................................................................................................................... 172
What is Web Publishing?
.......................................................................................................................................................... 173
Create Web Pages
.......................................................................................................................................................... 174
Publish Web Pages
..........................................................................................................................................................
Adjust the Publish Options 175
23 Printing and
...................................................................................................................................
Exporting 176
.......................................................................................................................................................... 177
Printing Overview
Print a Flyer or..........................................................................................................................................................
Brochure 178
Print a Booklet..........................................................................................................................................................
of Listings 179
Print Events .......................................................................................................................................................... 180
Duplex Printing.......................................................................................................................................................... 181
..........................................................................................................................................................
Export Properties Data 182
Save a PDF .......................................................................................................................................................... 183
Email a PDF .......................................................................................................................................................... 184
Part X Working with Contacts 187

1 What Is a Contact?
................................................................................................................................... 188
2 Create a New
...................................................................................................................................
Contact 189
3 Email a Contact
................................................................................................................................... 190
4 Print a Letter
...................................................................................................................................
to a Contact 191
5 Find Contacts
................................................................................................................................... 192
6 Find Contacts
...................................................................................................................................
with the Grid 193
7 Import Contacts
................................................................................................................................... 194
8 Export Contacts
...................................................................................................................................
Data 195
9 Create a New
...................................................................................................................................
Company 196
10 Find Companies
................................................................................................................................... 197
Part XI Working with Enquiries 200

1 What is an...................................................................................................................................
Enquiry? 201
2 Create a New
...................................................................................................................................
Enquiry 202
3 Select Customer
...................................................................................................................................
Preferences 203
4 Respond to
...................................................................................................................................
Enquiries 204
5 Match Enquiries
...................................................................................................................................
with Properties 205
6 Remove Properties
...................................................................................................................................
from Hotlists 206
7 Find Enquiries
................................................................................................................................... 207
8 Delete Enquiries
................................................................................................................................... 208
Part XII Database Maintenance and Security 211

1 What is a Backup?
................................................................................................................................... 212

Contents V
2 Create a Backup
................................................................................................................................... 213
3 Restore a ...................................................................................................................................
Backup 214
4 Check and...................................................................................................................................
Repair the Database 215
5 Connected...................................................................................................................................
Users 216
6 Set a Password
................................................................................................................................... 217
Part XIII Troubleshooting and FAQs 220

1 Troubleshooting
...................................................................................................................................
Guide 221
2 Troubleshoot
...................................................................................................................................
Web Publishing 222
3 Error #11013
...................................................................................................................................
Access Denied 223
4 Code 5 Access
...................................................................................................................................
Denied 224
5 My local currency
...................................................................................................................................
is not showing 225
6 My agency...................................................................................................................................
name does not fit on the flyer 226
7 Web hosting
...................................................................................................................................
requirements 227
8 Can I Change
...................................................................................................................................
Field Labels? 228
9 What is a Filter?
................................................................................................................................... 229
10 My language
...................................................................................................................................
characters are not displayed correctly 230
11 Moving to ...................................................................................................................................
a new computer 231
12 Troubleshoot
...................................................................................................................................
Connected Users 232
13 Database Corruption
................................................................................................................................... 232
Part XIV Appendices 234

1 Naming Conventions
................................................................................................................................... 235
2 File Extensions
................................................................................................................................... 237
3 Keyboard ...................................................................................................................................
Shortcuts 238
Index 240
V
Introducing Jade Property Suite
Part
I
Introducing Jade Property Suite 2
1 Introducing Jade Property Suite
Jade Property Suite is a Windows software program for real estate agents. It allows you to manage
your real estate and contact data from a single application on a desktop computer or internal network.
With the suite of tools included in Jade, you can produce printed materials and web listings instantly.
The designs used in almost everything Jade generates can be modified by you.
· Connect everyone in your office to one shared database.

· Store any number of real estate records in your database.
· Store any number of images for each property (most image types supported).
· Search, sort, group and export your real estate properties and contacts.
· Generate and publish your listings to your own website (with your own web host).
· Customize the categories, search engine and design of your web listings.
· Customize layouts for brochures and all other printed materials with the integrated report editor.
· Print flyers, brochures, catalogs, reports, letters and invoices.
· Match customer enquiries to properties and properties to enquiries quickly and easily.
· Respond to enquiries with customized listings by email or by postal mail.
· Save flyers, letters, brochures and other reports as PDFs (Acrobat Reader Format).
· Email flyers, letters, brochures and other reports as PDF attachments to any contact.
The top 5 reasons why real estate agents around the world say they prefer Jade Property Suite:
Standalone or Networked
Jade is suitable for you whether you are a single agent operating alone or have an office with multiple
users.
No Clutter
You need a clean, logical interface to be efficient.
Quick to Learn
A new agent can learn to use Jade very quickly.
Flexible
The system can be adapted to the way you do business. All of the menu lists can be edited so that
you feel at home with the application. All of the designs for print and the Web can be changed in
their own, powerful editors.
Powerful
Jade makes complex tasks simple.

Support
Part
II
Support 4
2 Support
Online Documentation:
Support options and materials can be found on the Support page on JadeTools.com.
Frequently Asked Questions
Quick Start Tutorial
Online Help
Download User Manual (Large PDF file. Requires Adobe Acrobat Reader)

Getting Started
Part
III
Getting Started 6
3 Getting Started
Jade Property Suite is shipped with sample data to allow you to experiment with it straight away. By
making a few changes to this data, your initial experiments will be more meaningful.
To enjoy a more personal view of the database, right from the start,
· Set up your Agency Details
and
· Edit the menu of Locations
· Change the Windows default currency if necessary.
Then:
· Create a Property Record
· Print a Flyer or Brochure
· Email a PDF
· Create Web Pages
· Create a Contact record
· Create an Enquiry record
· Respond to Enquiries
· Create a Quick View Presentation
· Create a Backup
When you have finished experimenting, you will be ready to customize Jade Property Suite.

7 Jade Property Suite 6

Installing
Part
IV
4 Installing
System Requirements
Standard Installation
Installation on a Network
Uninstalling Jade

Installing 10
4.1 System Requirements
The minimum system requirements for Jade Property Suite are:
· Windows 2000/XP/Vista or better (NTFS file system)

· 1 GHz processor
· 512 MB memory
· 50 MB free hard disk space
· 1024x768 pixels
Related Topics:
Web hosting requirements

4.2 Install Jade Property Suite
1. Download the latest version from jadetools.com.

2. Double click the installation file and follow the instructions.
· If you are upgrading to a more recent version, install it over the current version.
Once you have installed Jade Property Suite, you will want to customize it to suit your business.
Related Topics:
Installing on a network
Uninstalling

Installing 12
4.3 Install Jade Property Suite on a Network
Before you start,

- You should backup your data.
- A person familiar with your network should carry out this task.
Installing on the host computer:
1. Log on as Administrator on the computer that will host the shared database.
2. Install Jade Property Suite on this computer.
3. Take a note of where the Jade Property Suite folder is located. You can find this in
Administration menu > Database > Jade Data Location
4. In Windows Explorer:
· Share the Jade Property Suite folder.
· Set permissions on this folder so that all network users have full read and write access.
Installing on another networked computer:
1. Log on as Administrator on the computer.

2. Install Jade Property Suite on this computer.
3. Connect to the shared database:
· In Jade Property Suite select the Administration menu > Database > Jade Data Location.
· Select the Shared (network) option
· Under Jade main folder, select the shared folder. (e.g. "\\HostComputerName\Jade Property
Suite")
Notes:
· Each computer must have the same version of the software installed (do not put Jade Property
Suite 5 one one computer and Jade Property Suite 6 on another).

4.4 Uninstall Jade Property Suite
· Open the Windows Control Panel.

· Open Add/Remove Programs (in Vista: Programs)
· Find Jade Property Suite in the list of installed programs.
· Uninstall it.
Related Topics
Installing
Installing on a Network
Moving to a new computer

Installing 14

Customizing Jade Property Suite
Part
V
Customizing Jade Property Suite 16
5 Customizing Jade Property Suite
Most of the options for customizing Jade Property Suite are outlined below. You might want to use
the following as a checklist when customizing Jade to suit your business. As Jade is used by real
estate agents all over the world and on every continent, the software is very flexible.
What you should customize first:

· Your Agency Details
· The default currency (if necessary)
· The Master Records. This is where you change the contents of the drop-down menus to make them
suit your business.
Making the interface more comfortable and efficient:

· The Properties Grid. Each user can have the Properties Grid laid out to suit their needs. Columns
can be added, removed and moved.
· The Contacts Grid. Each user can have the Contacts Grid laid out to suit their needs. Columns can
be added, removed and moved.
· The Property Print Button. The items you print most frequently for a single property can be added
to this button and menu.
· The Default Minimum and Maximum Price. Define a default price range that makes sense in your
market.
· The Properties Search Panel. Decide whether or not you want the Search Panel to open when you
launch Jade.
· The Custom Fields. Extra fields - If you need them. You can change the label on these fields.)
The design/content of the files Jade generates:

· Print Templates. Jade includes a full-featured report editor for customizing the print templates.
· Web Pages. The web design, categories and web search can all be customized with the in-built
editors.
· Enquiries Options. Changing the email message and letter for responding to customer enquiries.
Website and email settings:

· Web Publish Options: Selecting the Web Design, Web Categories and Output folder Jade uses for
creating web pages.
· Your Web Server: Your website's hosting details ( to publish your listings to your website.)
· Email Options. Sending to your own default email application or sending via SMTP.
Other options:
· Set or Change the Application Password
· The Data Loaded Filters. Create more options for loading data. (Loading fewer records will
increase performance).
· Change the way Jade processes large images when loading them

5.1 Enter Agency Details
1. Select Agency Details from the Administration Menu

2. Enter the name of your Agency or Brokerage as you would like it to appear on all materials
generated by Jade.
3. Enter your Sales Tax or VAT No. if these are used on your invoices.
4. Load the logo graphic you want to be used on materials generated by Jade. For best resolution,
use a bitmap, jpeg, tiff or png file.
5. Edit the Disclaimer that will be used on published property details.
6. On the Branches tab, fill in the details for each branch.
7. On the Agents tab, create a record for each agent and then link it to your contacts database. If
there is no contact record for that Agent, you must create at least a skeleton record.
8. On the Property Defaults tab, select your branch and set it as the Default Branch.
9. Enter the default City and County/State for your branch's properties (each time you create a new
record this will be filled in automatically to save time).
10.Enter the prevailing rate of Sales Tax or VAT used for billing.
11.Finally, return to the Agency tab, select whichever branch is your head office as the Main Branch.
If your Agency has no branch offices:

You need to create one branch and select it as both the Main Branch and the Default Branch.

5.2 Change the Default Currency
Jade Property Suite uses your default Windows currency. If you are not seeing the correct currency
symbol in price fields, you need to change the Regional Settings for Windows.
In Windows, open the Control Panel (Start > Settings > Control Panel).
· Open Regional Settings.
· Open the Currency tab.
· Select your currency.

5.3 Customize the Drop-down Menus
The drop-down menus used to enter data in a property record are based on master records that you
can edit. These lists should contain your own business terminology.
To change the lists used in menus:

· Select Administration > Database > Master Records.
Cautionary note:
If you delete an item in a list, this field will become blank in every property that has it selected.
So, if you spot a typing error in one of the master records, do not be tempted to delete the item.
Instead, correct the error by renaming it.
Advice and Tips for customizing the Master Records
1. The Status list

Knowing the current status of a property is critical for effective use of the database. The status is also
displayed on web pages, brochures, flyers, window cards and reports.
There are 4 essential stages in the life cycle of a property transaction that you should reflect in the
Status list:
1. Active (For Sale, For Rent etc),
2. Partially Completed (Sale Agreed, Under Offer, Contract Pending etc)
3. Completed (Sold, Rented, Leased etc),
4. Inactive (Provisional, To Be Confirmed, Off Market, Withdrawn, Expired etc)
Each property must have a status. So, your list should include at least 1 appropriate status for each
of these 4 stages.
The default list (before you change it) is as follows:

For Sale
Sale Agreed
Provisional
Off Market
Sold
To Rent
Example of a customized Status list:

For Sale
For Rent
For Lease
Under Offer
Contract Pending
Sold
Rented
Leased
To Be Confirmed
Withdrawn
Expired

2. The Markets list

This is where you define the markets that you serve. Obviously, your main market is the real estate
sector. Within that sector, you serve certain segments. The most usual segmentation is into
Residential and Commercial. If your business is highly specialized, you may need to segment in
more detail. However, for the majority of agencies, a simple, two or three-way split is the best
approach. Every agency is different. The best way to decide on the market is to ask yourself, "how
do I currently segment my customers?".

Residential
Commercial
Land & Sites
When you search for a property, you will frequently use the Market along with other fields. For
example, to find all residential property currently for sale in Newtown, your search would look like
this:
Status: For Sale

Market: Residential
Location: Newtown
Example of a customized Markets list:

In this example, the agency has a significant market for investment properties. With a large number
of people looking for derelict properties to renovate, these customers are worth treating as a separate
segment.
Residential
Commercial
Land and Sites
Investment
A typical search for investment properties for sale in Newtown would look like this:
Status: For Sale

Market Investment
Location: Newtown
Note: A common error is to put the market value into the Property Type. For example, it would be
wrong to create a list of property types for investment properties e.g. derelict house, derelict ranch,
derelict villa etc. Instead, 'house', 'ranch' and 'villa' should appear in the Property Types list. The
Markets list should have an item called 'Investment' or 'Derelict' or 'Renovation'. This will allow you to
classify any property by combining the two:
Market: Investment
Type: House
3. Changing the Floors list

The naming convention for Floors (stories in a building) changes from country to country. Check that
the floor level matches the description for your locality.
For instance, what is known as the 'Ground Floor' (level 0) in one country is called the 'First Floor' in
another. The floor level is used in brochures to automatically group rooms by floor.

4. Changing the Image Subjects list

'Image Subjects' are used to classify property photos and graphics. It is generally best to leave this
list intact.
5. Changing the Closing Events list

This is your list of milestones or stages for closing a property transaction. The default list is long and
should be edited to reflect the information you normally record about closing.
Example of a customized Closing Events list:

Listing Contract Signed
Closing Date set
Title Search Complete
Contracts Exchanged
Sale Closed
6. Changing the Price Types list:

This list is used to describe the value in the price field. Each property can have its own price type.
The price type for a particular property is displayed on the default web pages and many of the printed
materials e.g. Price: 200,000 or Guide Price: 200,000 etc.

Asking Price
Guide Price
Offered At
Offers Above
Price
Price Region
Rent
Rent (Monthly)
Rent (Quarterly)
Rent (Yearly)
Example of a customized Price Types list:

Guide Price
Offers Above
Price

5.4 Rename the Custom fields
On the Custom tab of the property record, the labels can be renamed. These fields are for any extra
information you need to record, print, export or web publish.
To change the labels on the Custom fields

· From the Administration menu, select Database > Custom Field Names
The custom fields can be

· added to the grid,
· exported to a spreadsheet,
Information for systems integrator:

· A custom field can be added to a print template.
· A custom field can be used in the Jade HTML code (for web pages or Quick View).
· A custom field can be used on the web search form.
Layout of the fields on the Custom tab:
Custom1 Custom6
Custom2 Custom7
Custom3 Custom8
Custom4 Custom9
Custom5 Custom10
CustomDate1 CustomDate2
CustomNumber1 CustomNumber2
CustomMemo1 CustomMemo2

5.5 Customize the Properties Grid
The properties grid should be customized so that the fields you normally search on are visible.
Different layouts can also be saved. For example, if you frequently export Properties to Excel or a
Text file, it would be a good idea to save a grid layout for this task.
To add or remove columns from the grid:
· Select the grid icon on the top left corner of the grid
· Select the columns you want to show, deselect the columns you want to hide

To change the order of columns:

· Drag a column header and drop it to another position on the grid.
To save a grid layout:

· From the Tools menu, select Grid Layout> Save Layout to File.
To load a saved grid layout:

· From the Tools menu, select Grid Layout > Load Layout from File
· Browse for a layout you saved previously.
To revert to the default grid layout:

From the tools menu, Select Grid Layout > Reset Layout
Related Topics:
What is the Properties Grid View?
Finding Properties with the Grid
Exporting the Properties Grid Data

5.6 Change the Property Print Button Menu
The Property Print button is for printing templates for the selected property only. It can be customized
to save you time.
· Open the Print Templates Manager from the Administration menu.
There are two parts to the Property Print button:

· The button itself. It prints the default template for this property.
· The drop-down menu. It contains a list of the templates you frequently use with a single property
To change the default template for the Print button:

· On the right panel, open the Interface tab.
· Browse for the template you want to set as the default property template for the print button. (Use
the browse button to the right of the box ).
To add a template to the Print button menu:

· At the bottom of the window, select Add. Browse for the template you want to add to the print button
menu.
To remove a template from the Print button menu:

· Highlight the template you want to remove from the menu.
· At the bottom of the window, select Remove.

5.7 Customize the Contacts Grid
The contacts grid should be customized so that the fields you normally search on are visible.
Different layouts can also be saved. For example, if you frequently export Contacts to Excel or a Text
file, it would be a good idea to save a grid layout for this task.
First, open the Contacts Manager.
To add or remove columns from the grid:

· Select the grid icon on the top left corner of the grid.
· Select the columns you want to show, deselect the columns you want to hide.


· From the Tools menu, select Customize Grid > Save Layout to File.

· From the Tools menu, select Customize Grid > Load Layout from File

From the Tools menu, Select Customize Grid > Reset Layout

5.8 Customize the Enquiries Grids
In the Enquiries Manager, there are two grids that can be customized: The grid that displays the list
of enquiries and the grid that displays the hotlist of properties.
First, open Enquiries.
To add or remove columns from a grid:

· Select the grid icon on the top left corner of the grid.
· Select the columns you want to show, deselect the columns you want to hide.


· From the Tools menu, select Enquiries Grid > Save Layout to File or Hotlist Grid > Save Layout to
File.

· From the Tools menu, select Enquiries Grid > Load Layout from File or Hotlist Grid > Load Layout
from File.

From the Tools menu, Select Enquiries Grid > Reset Layout... or Hotlist Grid > Reset Layout...
Notes:
Enquiries Grid Layouts have the filename extension: *.jegrid
Hotlist Grid Layouts have the filename extension: *.jhgrid

5.9 Set the Web Publish Options
The options you have selected for Web Publishing determine how Jade generates the images and
web pages for your website listings.
From the Administration menu, select Web Publish Options

- Select the Web Design, Web Categories and output folder you want Jade to use for web publishing.
When you use Jade for the first time, the default Web Design, Web Categories and output folder are
selected. These can be used without modification if they suit your needs.
The Default Web Design does not have search activated. If you want Jade to create a search engine
for your property listings, you will need to activate search (Edit Web Design > Search tab).
Related Topics
Creating Web Pages
Setting the Web Publish Location
Web Hosting Requirements
Editing a Web Design
Editing Web Categories

5.10 Set up the Web Publish Location
When you set up an account with a web hosting provider, they supply you with the details you need
to transfer files from your computer to their computer.
Your web host will usually allow you to transfer files in two ways - via a web-based interface or by
connecting from your computer. To set up web publishing in Jade, do not include "ftp://" in the FTP
server box (this is for using the web host's web-based interface and will not work for connecting
directly from your computer). If your web host has told you that your FTP server is "ftp://etc." remove
the "ftp://" part. The name should look like this: "somedomain.com" or ftp.somedomain.com".
· Open Web Publisher.

· From the Tools menu, select Publish.
· In the Publish window, select Options > Publish Location
Step One:
Enter the information your web host gave you for uploading files to your website.
If you do not have the information needed, ask your web host for the following:
· FTP server (e.g. "yourwebsite.com" or "ftp.yourwebsite.com")

· User name (e.g. "johnny@yourwebsite.com" or "xyz123bc")
· Password
· The folder on your web host. (e.g. /var/www/html/ or /www/html/ )
· Port (usually 21)
Step Two:
Add a sub-folder for the web pages generated by Jade as follows:
Example 1:
· My web host has told me to put all files in /www/html/

· I will put Jade's web pages in a folder called 'properties'.
So, in the remote folder box I put /www/html/properties/
Example 2:
· My web host has told me to put all files in /var/www/html/

· I will put Jade's web pages in a folder called 'listings'.
So, in the remote folder box I put /var/www/html/listings/
Example 3:
· My web host has told me to put all files in /html/

· I will put Jade's web pages in a folder called 'props'.
So, in the remote folder box I put /html/props/

The image to the left illustrates how your

website might be structured.
The sub-folder for Jade's files in this example

is called 'properties'. It contains everything
generated by Jade.
Step Three:
Test your settings.
· Select the Test button (at the bottom left of the window).
· If the test is successful, you are able to connect to your web server.
See how to Troubleshoot Web Publishing if you have a problem.
Tip:
Sub-folders have a forward slash (" / ") at the start and end. If you omit these, the web host's
computer will not understand where you want to put the web pages.
Related Topics
Setting up Web Publishing
Uploading files to the Web

5.11 Change the Environment Options
From the Main Toolbar, select Tools menu > Environment Options.
Search Tab:
· Set the minimum and maximum price that should be used in the Search Panel.
· Set the minimum and maximum number of bedrooms that should be used in the Search Panel.
The Confirmations tab:

· Choose whether or not you want to be asked to confirm your decisions before adding a property to
an enquiry's Hotlist or to a Selection.
The Main Image Tab:

· Control when the status should be written across the image on the Main tab. This helps you to
recognize an active property instantly.
· By default, For Sale and To Rent are not selected. In other words, 'active' properties do not have
anything written over the thumbnail.
· If you wish, you can reverse the logic by selecting the active statuses and de-selecting all others.
· You can also remove this feature entirely by de-selecting all statuses.

5.12 Change How Jade Sends Email
Jade allows you to send email with your default Windows email application (e.g. Outlook, Outlook
Express etc). This option is selected by default and normally, you would not change this.
If, for some reason, you do not want to use your default email application, you can choose to send
email directly from within Jade.
To switch on this option, select Email Options from the Administration menu. Drop the menu and
select SMTP. This opens a window where you can enter your outgoing server details. You can find
the outgoing SMTP server settings for your main email account in your email software.

5.13 Edit the Data Loaded Filters
When you select an option in the 'Data loaded' menu, Jade 'fetches' that set of records. In effect, this
works like a 'quick search' menu.
The database will perform better if it does not load hundreds of records at the same time. So, if you
have a large database, you can speed up performance by setting your own filter options.
· The Filters you create are added to the Data loaded menu options.
· These Filters will be available to all users sharing the database.
· The last filter selected on a user's computer before closing, will be used the next time the user
launches Jade.
To Edit the Data Loaded Filters:
From the Administration menu, select Data Loaded Filters ...

· Select 'New'.
· Select 'Click Here to Add New Condition'.
· The blue words are the elements that you can change.
· Select the first word and choose the first part of your condition from the menu.
· Select the second phrase and choose the most appropriate option from the list.
· Rename your filter. (Give it a name that is easily understood).
· Close the window.
The Data loaded menu will now include the filter you have just created:
Related Topics:
What is a filter?

5.14 Change the Database Image Options
Jade Property Suite automatically processes large images. In the Database Options window
experienced users can control how Jade handles the images you load in the database.
· Select Options from the Administration > Database menu
If, occasionally, you do not want very large images to be resized automatically:
Check 'Ask if image is larger than' and set your own limits.
The default resize setting is to always to reduce the size of any image larger than 1000 by 1000
pixels.
If you never want large images to be resized:

Check 'Don't resize'.
The default setting is unchecked. Only check this in very exceptional circumstances.
To change the way Jade processes large images to JPEGs:

To increase or decrease the size of the high resolution JPEGs created by Jade for printing, adjust the
compression level. The default value is 90%. If you are unsure of how to use this control, do not
adjust it.
Related Topics
Setting Web Image Options


Customizing Enquiries
Part
VI
6 Customizing Enquiries
How you respond to enquiries can be customized by selecting Enquiries Options from the
Administration menu.
The Enquiries options window has 4 tabs:
The Matching Filter tab

· Edit the default filter that eliminates properties from matching
The Postal Mail Response tab

· The letter for responding by postal mail
The Email Response tab

· Change the default settings for responding by email
The Email Messages tab

· The default email messages

Customizing Enquiries 38
6.1 The Postal Mail Response Letter
When the customer making an enquiry wants to receive a letter in the post, 'Respond by Postal Mail'
should be selected in the Enquiry.
Selecting the 'Respond' button will generate a letter addressed to the customer with short details of
the hotlisted properties.
To select the print template that generates the postal response:

From the Administration menu, select Enquiries Options.
· Open the Postal Mail Response tab.
· Use the button with the 3 dots to browse for the Response template.
By default, the A4 template is selected. If you are in the United States, you might prefer to select the
US Letter version of the 'Response' template.
You can make your own version of the letter. If you do, remember to give your version its own name
(e.g. Our Response Letter) and to select that version in Administration > Enquiries Options > Postal
Mail Response.
How to make your own version
· From the Administration menu, select the Print Templates Manager.

· Open the Enquiries > Letters folder.
· Here you will find Response Letter (A4 Paper) and Response Letter (US Letter Paper).
· Clone the template for your paper size. (Highlight the template and select Template > Clone)
· Rename the cloned version (Highlight the template and select Template > Rename)
· Double click your template. The template will open in the Print Template Editor.
To edit the letter:

· Right-click over the letter text (Click the button on the right hand side of your mouse over the letter
text). This will open the Rich Text Editor.
You will see that the letter consists of merged fields and some text. You can change the text very
easily. Simply replace or edit this part of the text:
In response to your inquiry, I believe the attached might be of interest to you.
If you would like further details or would like to arrange an appointment to view, do not hesitate to get in
touch.
Yours sincerely,
After you have made your changes, close the Rich Text Editor. It will prompt you to save your
changes - make sure you accept.
Then, close and save the template itself.
Remember to select your template under Administration > Enquiries Options > Postal Mail Response

6.2 The Enquiry Email Message
To edit the default email response to an enquiry:

· From the Administration menu select Enquiries Options.
· Open the Email Message tab.
The message for email with an attachment is laid out as a covering message. The text-only email
message includes a section for generating a list of properties. Both messages have these elements
in common:
The Message Greeting
Dear $JadeCustomerDearName$,
Output: "Dear John," or "Dear Mr Smith," (depending on the 'Dearname' selected in Contacts.)
Dear $JadeCustomerTitle$ $JadeCustomerLastName$,

Output: "Dear Mr Smith,"
Hi $JadeCustomerFirstName$,
Output: "Hi John,"
The Message Body
Edit the text as necessary:
"In response to your enquiry, I believe the following might interest you.
If you would like to arrange an appointment to view or to receive further

information, do not hesitate to get in touch.
Best Regards,"
The Signature
$JadeAgentFirstName$ $JadeAgentLastName$
Output: "John Smith"
$JadeAgentFirstName$
Output: "John"
$JadeAgentName$
Output: "John Smith" (the display name in Contacts.)
Your Contact Details
Edit this text as necessary:

"Website: http://www.
Phone:
Fax:
Email:"
See also: Listings in the email message
Tips:
· Test your email response by creating an enquiry that uses your own email address.

· Each email can be edited after it is generated. This is is useful if you want to tailor the message to
a particular customer before sending it.

6.2.1 Listings in the Email Message
In the email response message, the hotlisted properties are included by means of special tags.
The tags that start and end the listings are essential i.e. $JadePropertiesBegin$ and
$JadePropertiesEnd$
You can delete any of the other field tags, change the order in which they appear and change the
text that describes them.
$JadePropertiesBegin$***** PropertyID: $JadeProperty field=PropertyID$ *****

$JadeProperty field=Caption$
Location: $JadeProperty field=Location$
Status: $JadeProperty field=PropertyStatus$
Price Region: $JadePropertyPrice$
Description:
$JadeProperty field=ShortDescription$
$JadePropertiesEnd$

6.2.2 Using Links in the Email Message
In the default email response message, a summary of the hotlisted properties is generated. If you
want to integrate a clickable link to the property details page on your website, this can be done once
you are updating your web pages frequently.
Hotlisted properties can be linked to a) the search pages on your website or b) the pages in your top
level category.
The code that generates the link should be placed somewhere between $JadePropertiesBegin$ and
$JadePropertiesEnd$.
a) Linking to Search pages on your website
Method 1:
Link directly to the web search details page (you must be using Jade's web search on your
website).
The code to generate the link would be like this in your email response template:
http://www.yourwebsite.com/yourlistings/search_property$JadeProperty
field=PropertyID$.html
(Replace "yourwebsite.com" with your website address and "yourlistingsfolder" with the name of
the folder on your website containing the web pages generated by Jade)
Method 2:
Link to the web search engine (you must be using Jade's web search on your website).
http://www.yourwebsite.com/yourlistings/search.php?id=$JadeProperty
field=PropertyID$&btn_search=Search
(Replace "yourwebsite.com" with your website address and "yourlistings" with the name of the
folder on your website containing the web pages generated by Jade. If you have renamed the
search.php file to something else, make sure that this is also replaced.)
b) Linking to pages in the top level category on your website
The top level category needs to include a filter for all listings (as in the default web categories).
http://www.yourwebsite.com/yourlistings/listings_property$JadeProperty
field=PropertyID$.html
(Replace "yourwebsite.com" with your website address, "yourlistings" with the name of the folder
on your website containing the web pages generated by Jade and "listings" with the filename of
your top level web category).
Linking to other files or pages on the Web
Links can be generated to other files on your website or any location on the Web - so long as the
name of the file is based on the PropertyID.
Example - Linking to virtual tours hosted by someone else:

In this example, we want each property to have a link to a virtual tour. The virtual tours are on
someone else's website in a folder called "tours". The extension for the virtual tour is ".html".
Each tour is named after the PropertyID (e.g. 146.html). The code to generate the link would
look like this:
http://www.somewebsite.com/tours/$JadeProperty field=PropertyID$.html

6.2.3 Field Tags for the Email Message
The following field tags can be used in the messages for the enquiry response messages.
Contact fields:
$JadeCustomerDearName$
$JadeCustomerTitle$ $JadeCustomerFirstName$ $JadeCustomerLastName$
$JadeCustomerHomeStreet$
$JadeCustomerHomeCity$ $JadeCustomerHomePostcode$
$JadeCustomerHomeCounty$
$JadeCustomerHomeCountry$
$JadeAgentFirstName$
$JadeAgentLastName$
Matched properties fields:

$JadeProperty field=PropertyID$
$JadeProperty field=Caption$
$JadeProperty field=Location$
$JadeProperty field=PropertyStatus$
$JadePropertyPrice$
$JadeProperty field=ShortDescription$
$JadePropertiesBegin$ // must be inserted at the top the matched properties fields*
$JadePropertiesEnd$ // must be inserted at the bottom of the matched properties fields*

6.3 The Enquiries Matching Filter
To change the way that Jade excludes properties from Enquiries matching:
From the Administration menu, select Enquiries Options > Enquiries matching tab
· Select the first word and choose the first part of your condition from the menu.
· Close the window.
Notes:
When Jade matches Enquiries to Properties, it first filters out any properties that should never be
included. For example, you will probably never want properties that are 'Off Market' to be included -
even if they do match a customer's preferences. You decide what properties should be blocked, by
editing the Enquiries matching filter.
The Default filter (before you change it) is as follows:

1. Promote is True
2. Status is For Sale
This means that only properties that are 'For Sale' and have the 'Promote' checkbox selected will be
used in matching.
Example of a customized Enquiries matching filter:

1. Promote is True
2. Status is any of these For Sale, Sale Agreed, Sold
In this example, only properties that have the 'Promote' checkbox selected and that are For Sale,
Sale Agreed or Sold will be used in matching.
Related Topics:
What is a filter?

6.4 The Email Response Settings

The default settings for responding to an enquiry by email can be changed.
Here you can choose:

· To send plain text emails or emails with attachments.
· The listings template for the attachment.
· The quality of the PDF attachment.
To change the Enquiry Email Response settings:

· From the Administration menu, select Enquiries Options.
· Open the Email Response tab.
· Set the default method of responding by email (text only or text with PDF attachment). By default,
email with a PDF attachment is automatically selected and the Listings 3 X 3 (A4 Paper) template
is used for the PDF attachment.
· If you want to choose a different listings template for the matched properties (e.g. a US letter size
template or a different layout), browse and select the template you want. (Choose from the
Properties > Promotion > Listings folder).
· If you want the PDF attachment to have a smaller file size, lower the PDF quality. The normal
default quality is 'Medium'. This can be decreased or increased. The higher the quality, the bigger
the email attachment. Try to keep the file size as small as possible. Your customers may not
welcome emails with very large attachments.
Related Topics:
The email response message
The postal mail response letter


Customizing Print Templates
Part
VII
7 Customizing Print Templates
Jade Property Suite is shipped with numerous ready-made templates to produce printed materials
and reports. These templates can be edited and used as a starting point for new designs.
· The Print Templates Manager lets you organize templates.

· The Print Templates Editor allows you to customize templates.

Customizing Print Templates 50
7.1 Managing Print Templates
Use the Print Templates Manager to organize and set up the defaults for your printed materials.
All of the templates used for printed materials and PDFs can be viewed, edited, cloned, organized
into folders and renamed via the Print Templates Manager.
To open the Print Templates Manager:

· From the Administration menu, select Print Templates Manager....
In the Print Templates Manager you can:

· Find a Print Template by opening the folders.
· Set Preferences for a Print Template by highlighting the template and selecting options.
· Open a Print Template in the Editor by double-clicking the template.
· Organize Print Templates by creating, moving and renaming both templates and folder.
· Import and Export Print Templates by highlighting a folder and selecting Import or Export from the
menu.

7.1.1 Find a Print Template
Open the Print Templates manager via the Administration menu.

· Click on the 'plus' sign to the left of a folder to open it.
· Original Jade Templates that have not been modified are denoted by a green icon
· If you have made changes to a template, the icon is white
Related Topics
Organizing Print Templates

7.1.2 Organize Print Templates
How you arrange the templates for Contacts, Companies, Enquiries and Properties in the Print
Templates Manager is how they will appear in each of their respective print windows.
Open the Print Templates manager via the Administration menu.

· Click on the 'plus' sign to the left of a folder to open it.
· Original Jade Templates that have not been modified are denoted by a green icon
· If you have made changes to a template, the icon is white
To Make a Clone of a Print Template:

· Highlight the template.
· Select Clone from the Template menu or from the right mouse button's speed menu.
To Change the Name of a Print Template:

· Highlight the template.
· Select Rename from the Template menu. (Fast methods: Select from the right mouse button's
speed menu or hit F2 on the keyboard)
To Create a New Folder:

· Highlight the folder that will contain the sub-folder.
· From the Folder menu, select Create.
· Highlight the new folder and select Rename from the Folder menu.
To Re-arrange Print Templates and Folders:

· Drag-and-drop templates and folders from one location to another in the explorer tree.
Related Topics:
Set the default print range for a template
Importing and exporting print templates

7.1.3 Set Preferences for a Print Template
When you highlight a Print template, its default settings are displayed on the right hand panel of the
Print Templates Manager window. The default Print range for each template can be set to reflect the
way you generally tend to print a particular document.
For example:
· If you usually print flyers for a set of properties, you can set the default Print range to 'Displayed
Properties'.
· If, on the other hand, you normally print flyers one by one, set the default Print range to 'Selected
Property'.
Note: Some templates are designed to print multiple records on the same page and should be set to
'Displayed Properties'. For example, the property 'Listings' templates show a set of properties on
each page. In this case, It would not make sense to set the print range to the selected property.
Additional settings for property templates:

· Set up the Property Print button to print a particular template when you click the button.
· Select the templates that you want listed in the Print button menu.

7.1.4 Import or Export a Print Template
A print template can be exported or imported as a file. This is useful if you want to send someone
else your print template design.
To Export a Print Template:

· Highlight the Print Template you want to export.
· Select Export from the Template menu.
· Browse for the location on your computer where you want the copy saved.
· Select Save.
To Import a Print Template:

· Highlight the folder where you want to store the Print Template.
· Select Import from the Template menu.
· Browse for the Print Template on your computer (the file extension is .rtm).
· Select Open.
Related Topics:
Organizing Print Templates

7.1.5 Print Templates Shipped with Jade Property Suite
Currently, 107 Print Templates are shipped with Jade Property Suite.
Contacts templates (16)

For printing contact details, business cards, letters and envelopes. These templates can be printed
for the selected contact or the displayed contacts.
Companies templates (8)

For printing company details, and, letters and envelopes addressed directly to the company (when
the contact is not known). These templates can be printed for the selected company or the displayed
companies.
Enquiries templates (11)

For printing enquiry details, reports, letters and envelopes. These templates can be printed for the
selected enquiry or the displayed enquiries. The Enquiry Response letter template is used to
generate the postal mail response to a customer enquiry.
Events templates (6)

For printing property event details, reports, letters and envelopes. These templates can be printed
for the selected property event or the displayed property events.
Properties templates (66)

For printing property details, reports, letters and envelopes. These templates can be printed for the
selected property or the displayed properties.

7.1.5.1 Contacts Print Templates
Templates for printing from the Contacts Manager.
Business Cards
10 Cards Letter Sheet (Centered)
10 Cards Letter Sheet (Right Aligned)
8 Cards A4 Sheet (Centered)
8 Cards A4 Sheet (Right Aligned)
Details
Fact Sheet (A4 Paper)
Fact Sheet (US Letter Paper)
Labels and Envelopes
Contact Envelope - Home (#10 size)
Contact Envelope - Home (DL size)
Contact Envelope - Work (#10 size)
Contact Envelope - Work (DL size)
Contact Labels - Home 7 x 2 (A4 Paper)
Contact Labels - Home 7 x 2 (US Letter Paper)
Contact Labels - Work 7 x 2 (A4 Paper)
Contact Labels - Work 7 x 2 (US Letter Paper)
Letters
Form Letter (A4 Paper)
Form Letter (US letter paper)

7.1.5.2 Companies Print Templates
Templates for printing from the Companies window.
Details
Companies List (A4 Paper)
Companies List (US Letter Paper)
Company Fact Sheet (A4 Paper)
Company Fact Sheet (US Letter Paper)
Company Envelope (#10 size)
Company Envelope (DL size)
Company Labels 7 x 2 (A4 Paper)
Company Labels 7 x 2 (US Letter Paper)

7.1.5.3 Enquiries Print Templates
Templates for printing from the Enquiries Manager. The Response letter is also used for generating
the automatic postal mail response to enquiries.
Details
Fact Sheet
List (A4 Paper)
List (US Letter Paper)
Enquiry Envelope - Home (#10 size)
Enquiry Envelope - Home (DL size)
Enquiry Labels - Home 7 x 2 (A4 Paper)
Enquiry Labels - Home 7 x 2 (US Letter Paper)
Letters
Response Letter (A4 Paper)
Response Letter (US Letter Paper)
Reports
Enquiry Sources

7.1.5.4 Events Print Templates
Templates for printing from the Events tab on the Property record.
Details
Fact Sheet (A4 Paper)
Letters
Offer Received Letter to Owner (A4 Paper)
Offer Received Letter to Owner (US Letter Paper)
Form Letter to Customer (A4 Paper)
Form Letter to Customer (US Letter Paper)

7.1.5.5 Properties Print Templates
Templates that can be printed, emailed as a PDF and saved as a PDF from the main window.
Promotion
Brochures
Brochure - Standard (A4 Paper)
Brochure - Standard (US Letter Paper)
Flyers
Flyer - 1 image (A4 Paper)
Flyer - 1 image (US Letter Paper)
Flyer - 2 image - Layout1 (A4 Paper)
Flyer - 2 image - Layout1 (US Letter Paper)
Flyer - 2 image - Layout2 (A4 Paper)
Flyer - 2 image - Layout2 (US Letter Paper)
Listings
Listings - Text Only (A4 Paper)
Listings - Text Only (US Letter Paper)
Listings 3 X 3 - Categorized (A4 Paper)
Listings 3 X 3 - Categorized (US Letter Paper)
Listings 3 X 3 (A4 Paper)
Listings 3 X 3 (US Letter Paper)

Window Cards
Window Card - 1 image (A4 Paper)
Window Card - 1 image (US Letter Paper)
Window Card - Tall (A5 Paper)
Window Card - Wide (A5 Paper)
Reports and Documents
Details
Fact Sheet - Property (A4 Paper)
Fact Sheet - Property (US Letter Paper)
Jotter (A4 Paper)
Jotter (US Letter Paper)
Envelopes
Owner Envelope (#10 size)
Owner Envelope (DL size)
Owner Legal Rep Envelope (#10 size)
Owner Legal Rep Envelope (DL size)
Purchaser Envelope (#10 size)
Purchaser Envelope (DL size)
Purchaser Legal Rep Envelope (DL size)
Purchaser Legal Rep Envelope (#10 size)
Invoices
EU Style
Invoice (Company Owner EU)
Invoice (Legal Representative - EU)
Invoice (Private Owner - EU)

US Style
Invoice (Company Owner - US)
Invoice (Legal Representative - US)
Invoice (Private Owner - US)
Letters
Activity Report Letter to Owner (A4 Paper)
Activity Report Letter to Owner (US Letter Paper)
Form Letter to Owner (A4 paper)
Form Letter to Owner (US Letter paper)
Sale Agreed Letter to Owner's Legal Rep (A4 Paper)
Sale Agreed Letter to Owner's Legal Rep (US Letter Paper)
Valuation Letter (A4 paper)
Valuation Letter (US Letter paper)
Portfolio
Agency Portfolio
Branch Portfolio
Negotiator Portfolio
Property Contacts
Owner Details
Owner's Legal Rep Details
Phone Numbers
Purchaser Details
Purchaser's Legal Rep Details
Sales
Invoices Summary
Sales by Agent

7.2 Editing a Print Template
To open the Print Template Editor:

· From the Administration menu, select the Print Templates Manager.
· Double click the template you want to edit (or select Edit from the Template menu). The template
will open in the Print Template Editor.
The Jade Print Template Editor is a sophisticated application for creating and editing database
reports. It offers three views of the report: Data, Design and Preview.
The Data Tab

This is where the database queries used in the report can be seen and manipulated by advanced
users.
The Design Tab

This is where the layout, appearance and content of the print template can be edited.
Here you can:
· Format Text
· Change colors
· Line up components
· Center components
· Resize components
· Edit Field Labels
· Change Fields
· Insert Fields
The Preview Tab

This shows you how the output will appear when printed.
Notes:
Saving your work
Save your changes frequently when editing the Print Templates. Every time you are happy with a
modification, you should save. "Undo" support is not available for all changes. After using Preview,
previous actions cannot be 'undone'.
Restoring an original print template

When you edit an original Jade Template it loses its green icon. This is to distinguish print templates
that have been changed by you from the ones supplied with Jade. If you need to restore the original,
highlight the template in question and select Revert to Original from the Template menu.
Distinguishing your templates from Jade originals

When you install a new version of Jade it may contain enhanced and/or new print templates. These
will not overwrite files of the same name if the latter have been edited. For example, your edited
version of a brochure will remain intact while the enhanced Jade version of the template will be
installed and will have a green icon beside it.

7.2.1 Format Text in a Print Template
To format text in a print template:
· Open the template in the editor's Design View.

· Select the text you want to format by clicking it once.
· While it is selected, use the text formatting tools to change its appearance:
Select font and font size:
Apply bold, italic or underline:
Justify the text to the left, center, right or fully:
Change the font color:
Change the text background color:
Apply borders around the text:
Bring the text to the front or send it to the back (e.g. on top of a shape or under a shape):
Related Topics:
Changing Colors
Aligning Text and Labels
Centering Components
Editing Field Labels

7.2.2 Edit a Label in a Print Template
Use labels in a Print Template to display static text that is not drawn from the database.
Open the template in the editor's Design View.
To change the text in an existing label:

· Select the label you want to change.
· With the label still selected, change the text in the label box:
To create a new label:
· Select the label icon.
· Click the white space on the template where you want the label to be placed.
· Position the label by dragging or nudging.
· With the label still selected, change the text in the label box (for a new label the Label box shows
Label1 as its default text - replace this).
Related Topics
Format Text
Change Colors
Align Components
Center Components

7.2.3 Change Colors in a Print Template
· Select the component you want to change by clicking it once (to select several components at
once, hold down Ctrl key while clicking on each one).
· While the component is selected, select the appropriate tool (Font, Fill or Line) and open its color
palette using the arrow to its right.
Font Color Change the color of the font
Text Highlight Color Change the background color of text
Fill Color Change the color of the fill in a shape or region
Line Color Change the color of a line
If the color you want is not shown in the initial selection, select 'More Colors..'
Related Topics
Formatting Text

7.2.4 Hide Agency Details in a Print Template
You can make components of a Print Template invisible. This is a quick and very easy way to change
a template without changing its layout.
To hide any component in a Print Template without deleting it:

· Select the component, right click and deselect Visible.
Example:
How To hide the Logo, Agency Name or Slogan on a Print Template:
If you want to print on your own headed paper, you can hide the Agency details so that a blank space
is created for your paper head. In this way, you do not need to delete anything:
· Open the template in the editor's Design View

· Select the logo, Agency Name and Slogan
· Right click and deselect Visible from the speed menu. (This makes the selected component
invisible).
· Preview the results.
Note: To hide the Agency or Branch details at the bottom of the template, follow the same procedure.
Tip:
Create two versions of the same template: - one for printing on letter head, the other for printing on
blank paper.
Related Topics:
Using the Print Template Editor

7.2.5 Insert a Field Component in a Print Template
1. From the data aware component toolbar, select the component you want to create:
DBText component For a text field e.g. fields that contain one
word, number or line of text (most fields are of
this type).
DBMemo component For a memo field e.g. Description,
CustomMemo1, Notes
DBImageFilename For an image loaded into Jade.
2. With the component selected:

- Click on a white space in the template where you want it to appear.
- Position the component by dragging or nudging.
- Choose the pipeline (e.g. Properties) from the query menu.
- Choose the field you want from this pipeline using the field selector menu (e.g. Propertystatus):
3. Right-click the component and ensure that the following options are selected:
For a DB Text component

AutoSize
Transparent
Visible
For a DBImageFilename component

AutoDisplay
Maintain Aspect Ratio
Center (the image will be aligned to the left unless this is checked)
Stretch
Visible
For a DB Memo component

AutoDisplay
Stretch (only select this if you want the memo to expand according to the amount of text in the field)
Visible
If you need a label for this field :

· Enter the label text in the Label box
· Align the field component and the label
· Format the label text and the field component
If the field you need is not available:

· Add a field to the query.
Related Topics:
Formatting Text

7.2.6 Align Components in a Print Template
To Align components with one another:

· First, select a component to align with by clicking it once.
· While it is selected, hold down the Ctrl key on your keyboard and click the components you want to
line up.
· (Keep the Ctrl key held down until you have finished selecting).
· Choose the way you want to align the components with the first one you selected.
Your options are:
Align Bottom Align them with the bottom of the first component
Align Top Align them with its top
Align Left Align them with its left side
Align Right Align them with its right side
Related Topics
Resizing Components

7.2.7 Center Components in a Print Template
· Select a component/components to center by holding down the Ctrl key on your keyboard and
clicking each one in turn (keep the Ctrl key held down until you have finished selecting).
· While the component(s) are selected, select the appropriate button from the toolbar as follows:
Center Horizontally in Band
Center Vertically in Band
(Note: 'Band' refers to Details Band, Title Band, Header Band etc depending on
where the selected components are located in the design layout).
Related Topics
Aligning components

7.2.8 Resize Components in a Print Template
Open the template in the Editor's Design View.
To Resize One Component:

· Select a component by clicking it once.
· While it is selected, move your mouse over it so that the resize cursor appears.
· Drag the cursor to the desired size (as soon as you start dragging, the handles disappear).
Increase Width
Increase Overall Size (the best way to increase size while keeping
proportions)
Increase Height
· Preview the results of your changes by selecting the Preview tab.

· If you are satisfied with this change, select File > Save before making any further edits.
To Make Two or More Components the Same Size:

· Select all components that you want to make the same size by holding down the Ctrl key on your
keyboard and clicking the relevant components.
(Keep the Ctrl key held down until you have finished selecting).
· Use the Size icons to choose which way you want to resize the components:
Shrink Width to Smallest
Grow Width to Largest
Shrink Height to Smallest
Grow Heignt to Largest

Note: If you cannot see the Size icons, select View > Toolbars > Size.
Related Topics
Aligning Fields and Labels

7.2.9 Custom Printing Settings
The Page Set Up window allows you to define custom print settings for a template. To view these
options, open the template in the editor and select File > Page Setup.
Printer
In the templates shipped with Jade, this is set to 'Default' (in other words, the printer selected in the
Windows Control Panel as the default printer).
Copies
The number of copies that should be printed. In the templates shipped with Jade, this is set to 1. If
you have a report that is always printed in duplicate, change the setting to 2.
Collation
When printing multiple copies, each copy will be printed as a separate set of pages. You might not
want to use collation when printing multiple copies of a single page template like a flyer. For
example, if you want to print 3 copies of 2 flyers, you might want them in two bundles.
Document Name
The name of the print job as it will appear in the Print Manager.
Duplex
For printers that support duplex, this setting determines how double-sided printing will be used.
Orientation
Either landscape or portrait.
Paper Height & Paper Width

The dimensions of the selected paper, based on the paper selected. If these values are entered
manually and no corresponding paper size is found, the paper is set to 'Custom'.
Margins
Make sure that the components of the template (Design tab) will fit on the page with any new margin
settings. If, for example, your layout plus the margins exceeds the width of the paper, the
components that no longer fit will be deleted.

7.2.10 Previewing Changes to a Print Template
In the Print Templates Editor, click the Preview tab.
Zoom Controls
Use the Zoom controls or type a percentage value. For example, type 300% and press Enter on your
keyboard
to the viewer.
Navigation Controls
Use the Navigation controls to specify which page
is displayed.
If 'Show Outline' is enabled in the template, you can click

on the Outline page nodes to navigate to a page.
Find Text
Use this button to display the Find Text toolbar that
can be used to search and highlight words that
appear in the report.

7.2.11 Change a Component's Source in a Print Template
You can change the source of a particular field component without editing the layout of a print
template.
1. Select the field component you want to change on the template by clicking on it once.
2. With the field still selected, click the arrow to the right of the query selector and choose the source
query.
3. With the field still selected, click the arrow to the right of the field selector and choose the new
field.
4. The source of the component will now be the field you selected.
Note: If the field you want is not available you can add a field to the source query.
Related Topics
Inserting a field component
Formatting Text
Aligning Components

7.2.12 Sort Properties in a Print Template
Topic Level: Advanced Report Design
In properties templates, the results are usually sorted by PropertyID. You can change this by editing
the print template's query. To see the query, open the template in the Editor and look at the Data tab.
The Properties query box is the one you need to edit. Each query box has a toolbar with icons. The
icon will open the sort order options. If you cannot see this icon, pull the right side of the query
box to reveal its full toolbar.
Once you have the sort options open, you can select a field for sorting by scrolling through the fields
in the top panel and double-clicking the one you want. This will drop it to the bottom panel. The
bottom panel shows the fields you have chosen for sorting. To remove a field from the bottom panel,
double-click it.
Example1:
· The PropertyID is in the bottom panel and you want to remove this. You double-click it. The
PropertyID field is removed.
· You want to sort by City instead, so, you scroll through the top panel until you find City. You then,
double-click it. City drops to the bottom panel.
· You select OK to close the query box.
· Switch to the Design Tab and select File > Save.
Example2:
· You want to sort properties first by City, then by Price. You add first the City field to the bottom
panel and then the Price field.
Example3:
· You want to sort properties first by City, then by Price in reverse order (highest to lowest). As in
example2, you add both fields to the bottom panel and then, you tick the 'reverse order' box to the
right of the Price field.
You can sort by several fields by following the above procedure.

7.2.13 The Images Sub-report
Each property has one default image. The other images are displayed by a sub-report.
The data source of each report or sub-report is called its 'Data Pipeline'. In a properties template, the
data pipeline for the main report is the properties query. The data pipeline of the images sub-report
is an images query linked to properties These queries have been defined on the Data tab. On the
Design tab > Report menu, you can see the data pipeline selected for the report or sub-report you
have open.
When a print template has an images sub-report, you will see its tab at the bottom of the Design
View. Clicking this tab will open the sub-report.
To change the layout of columns and rows in the images sub-report:

The images sub-report is set up to display the images in a table. What you see on the sub-report is a
single cell of a table.
· Open the sub-report tab.

· Select File> Page Setup > Layout tab.
Here you can edit:

· The number and width of the columns;
· The precise starting position of each column;
· The spacing between rows;
· How the columns should be filled/traversed ( i.e. from top-to-bottom first or from left-to-right first).
For the images sub-report left-to-right is usually best.
If you want your images to be bigger or smaller, you need a table cell of an appropriate height and
width to accommodate it. First adjust the layout, then change the image size.
After making changes, right-click the image component and make sure that the following attributes
are selected:
- Autodisplay
- Center
- Maintain Aspect Ratio
- Stretch
- Visible
Note: If you have the Report Tree open, you will have easy access to all of the sub-report's
components. If you make a change to a value on the Report Tree, press the paragraph return key on
your keyboard to enter it.

7.2.14 Edit a Query in a Print Template
The Data tab is where the queries used in the report can be seen and manipulated. On this tab,
advanced database users can create, modify and import/export a data view.
The templates that are in the Properties folder must be based on a query of the Properties table.
Similarly, the templates in the Contacts folder must be based on a query of the Contacts table and
Enquiries templates must be based on a query of the Enquiries table.
When you save a print template, the following are saved in the file:
· The Data View that defines the query of the database.
· The Design layout that defines how the data is presented.
· The Default Print Range for printing records (as defined in the Print Templates Manager or in the
template itself).
The Data View tab
Each query in the data view has its own toolbar:
Here is what each of the icons represents:
Preview the results returned by the query.
Database tables used in the query.
Database fields selected in the query.
Calculated fields in the query.
Groups applied in the query.
Filters applied in the query.
Sorting applied in the query.
The join between this query and another.
The SQL for this query.(NB. Do not edit the SQL directly as this will
restrict what you can do in this template's Data View in future)
To add a new field to a query:
· Select the fields icon on the relevant query.

· Double click the field you want in the top panel (fields already selected are shown in the bottom
panel).
To add a new query to the Data view:

· Select New from the File menu. You can use either the query wizard or the query designer.
Related Topics
Change how Properties are Sorted
Importing/Exporting a Data View
Inserting a Field Component

7.2.15 Dynamic Components
With the Print Templates Editor you can create highly dynamic report layouts by using components
that expand or contract to accommodate the information they contain.
The following dynamic attributes are available for SubReport, Memo, RichText, and Region
components:
StretchWithParent Allows a shape or line to expand or contract based on the change in height of
the band or region in which it is contained.
ShiftWithParent Allows any non-stretching component to move up or down based on the
change in height of the band or region in which it is contained
ShiftRelativeTo Used to specify the vertical positioning which should take place between
multiple stretching components in a band.
StopPosition Used to set the position on the page where a child type subreport will stop
(for subreports) printing. Allows a child type subreport to be confined to a rectangular area of
the page.
BottomOffset Used to create white space between multiple stretching objects which have
been linked together using the ShiftRelativeto property.
OverFlowOffset Controls where a stretching component will begin printing when it overflows
onto additional pages. This property can be used to print an object at a
different starting position when it overflows onto additional pages.
ReprintOnOverFlow Used to print non-stretching components again when stretching components
are printing on additional pages.

7.2.16 Simple Calculations
Simple calculations can be performed using a Database Calculated Field component (Data
Components Toolbar).
· Performs simple calculations without any coding

· Provides Sum, Average, Minimum, Maximum and Count functions
· Performs calculations that can be group-based or report-based
Count
To number the detail bands:
· Place a DBCalc component in the detail band of a report.
· Right-click over the component and select Calculations...
· A dialog will be displayed.
· Set the calculation type to Count and click OK.
When you return to the Report Designer, the DBCalc will contain this caption: 'Count(*)'. There is no
need
to select an individual field for the DBCalc because the Count function does not require one.
Preview the report. Each detail band will be numbered.
Grand Total
To calculate a grand total:
· Add a summary band (select Summary from the Report menu).
· Place a DBCalc in the summary band.
· Right-click over it and select 'Calculations'.
· Select 'Sum'.
· Assign the DBCalc to the appropriate data pipeline and field.
Group Total
To calculate group totals, place a DBCalc in the group footer band and assign it to the appropriate
data pipeline and field. The Reset Group will be assigned automatically.
Each time the group breaks, the group total will reset to 0.
Cumulative Sum
To calculate a cumulative sum in the detail band, add a DBCalc in the detail band and assign it to the
appropriate data pipeline and field.
Look Ahead Total

To calculate group totals so that they can be displayed in the group header.
· Create a group.
· Place a DBCalc component in the group header band.
· Right-click and set "Look Ahead" to True.
· Preview. The total will print before the detail.

7.2.17 The Data Tree
The Print Templates editor contains a Report Wizard that allows you to quickly create an entire report
layout. However, you can also create a report by dragging and dropping a selection of fields from the
Data Tree.
The Data Tree has two tabs:

- In the top tree view, the ‘Data’ tab contains a list of data pipelines to which the report has access (e.
g. Properties; Rooms; Features etc).
- In the bottom list view, all of the fields for the currently selected data pipeline are displayed.
Fields can be selected in the bottom list view and dragged to any part of the report layout.
The Layout Tab

The second tab of the Data Tree is called 'Layout'. This tab allows you to control the behavior of
drag-and-drop. Here, you decide what should be created when you drag fields from the data list and
drop them onto the report.
Once you have set the drag-and-drop behavior, it will be remembered the next time you open the
Print Templates Editor..
At the bottom of the Data Tree window, the Layout tab allows
· Select All to create labels, fields and borders.
· Select Vertical to create vertical labels and fields
· Select Fields to create fields.
· Select Grid to create fields surrounded by borders.
· Select Font to open a window where you can select the font and style for fields.
You can decide what should be created when you drag these fields onto the report layout - fields
only, fields with borders, labels with borders; or fields and labels with borders. Select these options
on the Layout tab.

7.2.18 The Report Wizard
First, open an existing report that uses the data you will need. Select File > New and then, Report
Wizard.
Report Wizard: Creating a Simple Report

1. Select the fields.
2. Skip the groups page.
3. Select the layout.
4. Select the style.
5. Select Design or, Preview and Finish.

7.2.19 The Report Tree
The Design tab of the Print Templates Editor has a window in which the components of a report can
be viewed and edited. This "Report Tree" window is dockable and can be switched on and off.
To switch on this tool, select View >Toolbars > Report Tree.
The Report Tree is dockable to the left or right side of the Design view. The upper portion of the
Report Tree shows the main report and any subreports nested within it. The bottom portion of the
window is an object inspector in which the attributes of the component you have selected can be
viewed and edited.
Use the Report Tree to

· Organize components within each band.
· Select components quickly in the report layout.
· View and edit the attributes of each component.
Note: If you make a change to a value on the Report Tree, press the paragraph return key on your
keyboard to enter it.

7.2.20 Import or Export a Data View
The Data tab in the Print Template Editor shows the database queries used in the template. This
'Data View' can be saved as a *dtm file. This means that a data view can be re-used.
When you switch to the Data tab, the File menu options change. These include Import/Export options
specifically for the Data view.
Export: Saves the current Data view as a separate *dtm file.

Import: Replaces your current Data View with the *dtm file you import.
Merge: Adds the queries from another Data View to your current view.
To import or export a data view:

· Select Export or Import from the File menu.(Both operations must be carried out from the Data View
tab).
To merge data views:

· Select Merge from the File menu.
· Browse for a data view (*.dtm) that you previously exported.
By importing a Data View, the data source for the report is changed and the references may need to
be fixed. If so, you will need to
-Select the Data Pipeline for the report and for each of its sub-reports.
-Select the fields using the field selector.

7.2.21 Toolbars in the Print Templates Editor
On the Design Tab of the Jade Print Templates Editor, toolbars can be re-arranged by dragging and
dropping.
From the View > Toolbars menu, the Report Tree and Data Tree windows can be switched on/off and
the following toolbars can be shown or hidden:
Standard Components Toolbar
Components:
· Label (for texts you type into the template)
· Memo (for long texts you type into the template)
· Rich Text (for mail merging database fields e.g. into a letter)
· System Variable (for inserting date, page numbering etc)
· Picture (for putting graphics into the template e,g, background images, clip art etc)
· Shapes (for drawing filled/unfilled circles, squares, rectangles etc)
· Line (for drawing lines)
Data Components Toolbar
Components:
· Database field (for text and number fields)
· Database Memo (for long text fields)
· Database Rich Text (rarely used - the database memo is usually more appropriate)
· Database Calculated Field (for performing calculations with a numeric field)
· DBImage (do not use)
· Database Image from filename (use this with database images)
Advanced Components Toolbar
Components::
· Region (inserts a region that can be used to control the position of a set of elements)
· Sub-report (inserts a sub-report - editable on the sub-report tab)
· Page break (inserts a manual page break at the point of insertion)
Align or Space Toolbar
Tools:
· Align Left
· Align Middle
· Align Right
· Align Top
· Align Center
· Align Bottom
· Space Horizontally
· Space Vertically
· Center Horizontally in Band
· Center Vertically in Band

Size Toolbar
Tools:
· Shrink Width to Smallest
· Grow Width to Widest
· Shrink Height to Smallest
· Grow Height to Tallest
Nudge Toolbar
Tools:
· Nudge Up
· Nudge Down
· Nudge Left
· Nudge Right
Draw Toolbar
Tools:
· Fill Color
· Line Color
· Line Thickness
· Line Style
Edit Toolbar
Tools:
· Data Pipeline Selector
· Data Field Selector
Standard Toolbar
Tools and shortcuts:

· New
· Open
· Save
· Page Setup
· Print
· Print Preview
· Cut
· Copy
· Paste

Format Toolbar
Tools:
· Font Selector
· Font Size Selector
· Bold
· Italic
· Underline
· Left Justify
· Center
· Right Justify
· Justify
· Font Color
· Highlight Color
· Anchors
· Borders
· Bring to Front
· Send to Back
Related Topics:
Editing a query on the Data View tab


Customizing Web Pages
Part
VIII
8 Customizing Web Pages
When you use Jade for the first time, the default Web Design, Web Categories and output folder are
selected.
These can be used without modification if they suit your needs.
To change the appearance of your web pages (listings, property details and search):
· Edit Web Design
To change the way your listings are categorized for the Web:
· Edit Web Categories
By making a few simple changes, you can:

· Generate search pages as well as the categorized listings. Use Web Categories and activate
search in the Web Design.
· Generate search pages only. Delete all categories in the selected Web Categories file and
activate search in the Web Design.

Customizing Web Pages 92
8.1 Editing a Web Design
From the Administration menu, select Web Publish Options.

Select Web Design Edit... button.
In the Web Design Editor you can:

Change page colors
Format text
Add or remove Agency Information
Activate Web Search
Change navigation links like 'Search', 'Home', 'Next', etc.
Change the size of images
Create a new web design
Open another web design
Edit the Jade HTML Code (for advanced customization)
Related Topics
What is a Jade Web Design?

8.1.1 What is a Jade Web Design?
The Web Design decides the look, layout and navigation of your website's property listings section.
This is saved in a Jade Web Design file (*.jwd).
If you want your listings organized into categories, this is handled separately in the Web Categories.
Tip:
· You can create and save your own custom Jade Web Designs.
· You can send/receive a Jade Web Design file as an email attachment (it does not need to be
zipped). For instance, your web design professional can send a Jade Web Design to you. Once it
is on your computer, simply select it in Web Publish Options.
· Save your web designs in the Jade Property Suite > Web > Designs folder. Although you can save
them anywhere, this will keep them with your database and make it easier to transport everything
when you change computer.
Related Topics
Editing a Jade Web Design

8.1.2 Change Page Colors in a Web Design
· From the Administration menu, select Web Publish Options.

· Select Edit Web Design.
Here are some examples of color changes you might want to make:
Change the background color of the Category Pages:

· Select Edit > Font & Style.
· Highlight Category Pages.
· On the right panel, change the Background Color.
Change the background color of the Agency Name and Slogan:

· Select All Pages > Agency Name.
· Select Agency Slogan.
Change the background color of the Rooms heading:

· Select Property Pages.
· Highlight Section Header
Change the background color of the Features, Services and Inclusions Headings:
· Select Property Pages.
· Highlight Features Heading
Change the border color around the listings on category pages:

· On the main window of the Web Design Editor, select the Category pages tab.
· Select Table.
· Select a border color.
Change the border color around the images on property pages:

· On the main window of the Web Design Editor, select the Property pages tab.
· Select Table.
· Select a border color.
Related Topics
Formatting Text in a Web Design

8.1.3 Format Text in a Web Design

How to choose the principal fonts and styles for your web pages:
· Highlight the Category pages.
· Use the tools on the right panel to select the font and style.
· Highlight the Property pages.
· Use the tools on the right panel to select the font and style.
Specific elements within the pages can have their own style that over-rides these settings. In other
words, you do not need to change the settings for the other elements unless you want them to be
different to the rest of the page.
Web design professionals who are familiar with Style Sheets can add more attributes in the Custom
style box.

8.1.4 Add or Remove Agency Information

Your Agency Information consists of:

The agency logo and, optionally, either/both the agency name and the agency slogan.
To add these to your web design:

· On the Category pages tab and/or the Property pages tab check 'Add Agency Info' .
· From the Edit menu, select Agency Info.
· Choose whether or not you want the Agency Name and the Agency Slogan included.
Related Topics:
Change the size of the Agency Logo on Web Pages

8.1.5 Change the Size of the Agency Logo

· Select Edit > Agency Info...

· Change the maximum height and width of the logo.

8.1.6 Activate Web Search
By default, the web search is not activated.
To activate search:
Step one: Edit the Search options

· Open the Search tab.
· Select Activate Search.
· Select the fields you want the user to be able to search: Select a Searchable field on the left. Type
its label on the right (this is the text that describes the field to your website visitor).
· Edit the sorting options.
· Edit the texts you want to appear on the search pages.
· Edit the filter that selects properties for the web search. (By default, only properties that are marked
'Promote' and are 'For Sale' are included.)
Step two: Add Search buttons or links

· Select Edit > Navigation.
· Select Category Pages > Search.
· On the right, select Search.
· Choose a button image by browsing or, leave the image box blank to use a text link.
· Select Property Pages > Search.
· On the right, select Search.
· Choose a button image by browsing or, leave the image box blank to use a text link.
· Close the Navigation Options window.
Step Three: Save your Web Design

· Select File > Save
Important Notes:
1. Search only works on a web server. You will not be able to preview Search on your computer but it
will work on your website after you have published. If you click the search button when previewing the
pages generated by Jade, you will probably see code. This is because your web browser (e.g.
Internet Explorer) cannot interpret the code on its own. There is software (PHP) on your web host's
computer that understands this code.
2. The overall style of the search form and search results page is based on your Category page
settings. The overall style of the details page is based on your Property page settings. A professional
web designer can customize the search form.
Related Topics
Modify the Web Search Filter
Advanced Search Form Design

8.1.7 Modify the Web Search Filter

By default, only properties that are marked 'Promote' and are 'For Sale' are included in the Web
Search. You can change this by editing its filter:

· Open the Search tab.
· Select the Filter button.
To include properties that are 'For Rent', 'Sale Agreed', 'Sold' etc.
Change the second condition as follows:
· Click on the last phrase 'For Sale'.
· This will open a menu showing all of the status options in your database.
· Select the status(es) you want to include.
· Select OK to finish.
Example:
If you choose - Status is any of these 'For Sale' , 'For Rent' - two things will happen:
1. Only properties that are For Sale or For Rent will be published for the web search.
2. If you have the Status field on your web search form, its drop-down menu will contain 2 options,
namely, 'For Sale' and 'For Rent' so long as you actually have any properties for sale or for rent. In
other words, Jade tailors the drop-down menu to the properties that are being published.
Related topics:
Activate Web Search
What is a filter?

8.1.8 Change Navigation Options

· Select Edit > Navigation...
In the left panel, select a navigation item you want to use on your web pages.
· On the right panel check Selected.
· In the text label box, edit the text for this item. (Even if you decide to use a button, there should be
a text link. This will be used as the alternative text for your button image).
· If you want to use a button, browse for the image. There is a collection of ready-made button
images in the Jade Property Suite > Web > buttons folder. You can select your own buttons if you
have any.
· To exclude a specific navigation item, deselect its checkbox.
Setting the 'Home' link

If you select 'Home' as one of the navigation items for your web pages, you probably want this to link
to the homepage of your website. Use the full address to your website e.g.
http://www.yourwebsite.com
When to use the Crumbtrail

If you have a complex structure of categories, the crumbtrail will prove very useful to your website
visitors. This provides them with a clear picture of the route they followed to arrive at a particular
page. If they want to retrace their steps to a particular point, they will be able to click a link and go
straight there. Everything that helps your website visitor save time and effort is a bonus.
Here is what a crumbtrail looks like:

Listings > Residential >100 - 160,000 > Croom Cottage, Sunnyside
In this example, the web visitor knows exactly where the current page is on your website and has at
least 3 options for back-tracking.
When NOT to select the Crumbtrail

If you are only using the Web Search on your website. (In other words, your categories file has no
categories in it). The crumbtrail link will be superfluous.
Or
If you use a simple categories structure, there is no need for a crumbtrail. The standard navigation
links will provide your web visitors with plenty of options and a crumbtrail will be superfluous.

8.1.9 Change the Size of Images
For web pages, Images are resized to scale, using the maximum width and height entered in the Web
Design Editor.
To increase or reduce the size of web images:

· Select Web Publish Options from the Administration Menu.
The images used on Category pages and Property pages can be adjusted separately.
· For Category pages, you can change the size of the thumbnails (Category pages tab).
· For Property pages, you can change the size of the default image and of the thumbnails (Property
pages tab).
Using large images instead of thumbnails on property details pages:

For Property pages, you can use full size images instead of thumbnails. You might do this if (a) you
want your website visitors to see your photos without clicking (b) you want to make it easy for the
visitor to print off details and photos (c) you want to reduce the number of images you are generating
for each property.
To use full images instead of thumbnails:

· On the Property pages tab, deselect 'Clicking a thumbnail opens full size image'.
· Increase the size of the images e.g. width 350, height 350.

8.1.10 Preview Changes to a Web Design
You can view the results of your changes to a Web Design by creating pages in the Web Publisher.
· Select Web Publisher

· Select Create Web Pages.
· To see the results, select Preview.
TIP:
If your changes do not involve modifying images, you can generate 'HTML only'. This is one of the
options in the Create Web Pages button menu.

8.1.11 Create a New Web Design

· Make changes to the current design
· OR
· Select File > New. This will create a new file with the default settings.
· Make your changes, preview your changes by creating web pages
· Select File > Save when you are happy with the changes you have made.
Remember, if you want to use this design for Web Publishing, you must select it in Web Publish
Options.

8.1.12 Open Another Web Design

· From the File menu, select Open.
· Browse for a Jade Web Design (*.jwd)
Any designs shipped with Jade are stored in the Jade Property Suite > Web > Designs folder. If you
like, use this folder to store your own custom designs, designs created by your web designer or
designs downloaded from JadeTools.com..
Remember, if you want to use this design, you must select it in Web Publish Options.

8.1.13 Select a Web Design for Web Publishing
The Default Web Design is selected as your current design, unless you change this.
· From the Administration menu, select Web Publish Options

· Browse for a Jade Web Design.
Any extra Web Designs (*.jwd) shipped with Jade are stored in the Jade Property Suite > Web >
Designs folder. If you like, use this folder to store your own custom designs, designs created by your
web designer or designs downloaded from JadeTools.com.
Related Topics
Setting Up Web Publish Options

8.1.14 Change Default Extension for Web Pages
Topic Level: Advanced Web Design

The standard file extension for the web pages created by Jade is *.html. Web design professionals
may want to change this to suit the particular design of a website.
Available extensions:
*.asp
*.aspx
*.htm
*.html
*.php
*.shtml

· From the Edit menu, select Web Options
· Open the HTML tab and choose the default extension for HTML pages from the drop-down menu.
Previewing Web Pages that do not have an html/htm extension:

To use Preview in the Web Publisher, your web browser must be set to open files of the type you
have created. For files with .htm and .html extensions, no action is required on your part. However, if
you have created web pages with other extensions you may have to associate these files with your
default web browser.
For example, to always open .asp pages with your web browser:
In the Web Publisher, select Tools > Browse Output Folder.
Select a page with the .asp extension. Right click your mouse over the page and choose Open With..
> Choose Program.
In the 'Open With' window, select your web browser from the list of programs (e.g. Internet Explorer)
and select 'Always use this program to open these files'.
To preview the search pages, they need to be on a web server with PHP support.

8.1.15 Set the Web Options
The Web Options are additional settings that you can use to control the way that Jade handles image
processing and code for your web pages. These include, adding a watermark to all of your images,
changing the compression level for processing images and changing the character set for languages
other than English.

· From the Edit menu, select Web Options
The Images tab

The web image options are additional controls over the way your images are processed by the Web
Publisher.
Your logo can be superimposed on the property images used in your web listings:
· Browse for the logo image you want to use for this purpose. The logo you select must be of a
suitable size. Jade does not reduce the dimensions of the image you select here.
· Change the position of the logo if necessary.
· Choose whether or not you want the logo to be superimposed directly or to be transformed into a
watermark.
You can adjust the compression level of JPEG images on your web pages:
· Decrease the quality level to reduce the image file size. This will result in lower resolution images.
· Increase the quality level to improve the resolution of the images. This will result in larger image
files.
If you are unsure how to use this control, you should accept the default value (i.e. 85).
The HTML tab

If your language is not English, and you need a different character set, you can change the document
encoding for web pages here. Set the Document Encoding to Unicode (UTF-8) or to the encoding for
your language.
Related Topics:
Language characters not displaying correctly

8.1.16 Editing HTML Code
What is Jade HTML Code?

How to Edit the Jade HTML Code
Changes that you should make via the interface
How to Hyperlink the Agency Logo

How to Modify the Rooms section
How to Design a Search Form
How to Create a Custom Drop-down Search field
Previewing Changes to HTML Code

Using an External HTML Editor
Optimizing HTML for Search Engines
Style Names that can be used in Jade HTML Code
Tags that can be used in Jade HTML Code:

· Tags Common to All Pages
· Category Page Tags
· Search Form Tags
· Property Page Tags

8.1.16.1 What is Jade HTML Code?
The Jade HTML code includes tags that merge fields from the properties database.
Normally, when you write HTML code, the actual text and images are embedded in the code itself. In
the Jade HTML code, tags in the code (e.g. {property field= "PropertyID"}) merge data with the HTML
output.
Web design editing is broken down into different levels of complexity. By the time you are using the
Jade Code Editor, you are at the highest level of complexity. The more tasks you can perform at a
low level, the better. This will make maintenance easier in the future.
Level One: Using the Interface

You do not need to view or edit the HTML.
Level Two - Using the Extra HTML Code Window

Add code to the <head> tag and to the top and bottom of the templates via the Extra HTML Code
window. (See Jade Web Design Editor >Edit >Extra HTML Code).
Level Three - Using the Jade HTML Code Editor

Edit the HTML templates themselves or Edit specific segments of code. (See Jade Web Design
Editor >View >Jade HTML Code)
Related Topics
How to Edit the Jade HTML code

8.1.16.2 How to Edit the Jade HTML Code
If you want to edit the HTML code, it is because you have customized everything you can via the
Web Design Editor and need to tweak the design further. For instance, you may want to move or
change the fields used in the templates. You must have a knowledge of HTML programming in order
to do this.
In the Web Design Editor, select View > Jade HTML Code
· Edit the Category template and the Property Template in the code window or by selecting External
edit. These define the overall layout
· Edit the code segments directly in the HTML Code window.
· Create pages with the Web Publisher and preview your changes.
· When you are happy with your changes, save your file in the Web Design Editor.

8.1.16.3 Changes via the Interface
You can control the following elements without editing the HTML code:
Web Design Editor

· Fonts, Styles, Backgrounds
· Navigation elements
· Crumbtrail
· Agency Name
· Agency Logo
· Agency Slogan
· Disclaimer
· Main Branch Details
· Category listings table
· Property images table
· Image sizes (Logo, thumbnails and images)
· Category page alignment (<DIV>)
· Property page alignment (<DIV>)
· Search on/off
· Search form fields
· Search form texts and labels
· Search results texts
Web Categories Editor

· Category names
· Category texts
· Category filenames
· Category filters
Notes:
When generating property pages, Jade removes unnecessary HTML code for the following sections:
Rooms
 ... 
All code between these tags is removed if there are no rooms.
Images
( ... 
All code between these tags is removed if there are no images.
Features, services and inclusions.

 ... 
All code between these tags is removed if there are no features, services or inclusions.

8.1.16.4 How to Hyperlink the Agency Logo
Topic Level: Intermediate Web Design
Edit the {agency.image} tag in the Category and Property templates by adding the link code.
For example, you could use the full address of your home page:
<a href="http://www.yourwebsite.com">{agency.image}</a>
or, you could use a relative link

<a href="../index.html">{agency.image}</a>
Note: When using relative links, if the page you are linking to is outside of the current directory (e.g.
the properties folder), you must use ../ to tell the browser to go up one level.

8.1.16.5 How to Modify the Rooms section
Jade Web Design Editor >View >Jade HTML Code

Property pages > Rooms
How the Rooms section is generated

The Room segment represents one row in the Rooms table. The row is laid out as follows.
<tr align="left">
<td width="20%"class="property_RoomType" valign="top">{property.room
field="roomtype"}</td>
<td width="25%" valign="top">{property.room field="dimensions"}</td>
<td width="20%" valign="top">{property.room field="floor"}</td>
<td valign="top">{property.room field="comments"}</td>
</tr>
Room Type Dimensions Floor Comments
The Rooms table itself is in the Category pages template as follows:


<table width="100%" cellpadding="0" >
<tr align="left">
<td class="property_sectionheader">Rooms</td>
</tr>
</table>
<table cellpadding="0" cellspacing="2">
{property.rooms}
</table>

The Room segment is included in the table by means of {property.rooms}. Jade generates a row for
every room in the property record. If a property has no rooms data, this table will not be created.
Example 1: Create a simple bulleted list of rooms

In this example, the only field that is used is the Room Type. The code in the Room segment would
look like this:
<li class="property_RoomType">{property.room field="roomtype"}</li>
This will produce output in this format:

· Kitchen
· Master Bedroom
· Living area
Example 2: Create a table layout with fewer fields.

The default design can be quickly edited so that it uses different fields, In this example, the only fields
that are used are the Room Type and the Room Comments.
<tr align="left">
<td width="20%"class="property_RoomType" valign="top">{property.room
field="roomtype"}</td>
<td valign="top">{property.room field="comments"}</td>
</tr>
This will produce a layout like this:
Room Type Comments

Example 3: Create a layout that includes room images

The Property details page can show room images as well as property images. The default design
does not include room images and will look well no matter what has been entered on the Rooms tab.
When the room image tag is used, every room entered in the database should always have an image
- otherwise the layout is not likely to be attractive. If the agency cannot commit to this, it would be
better not to use the room image tag.
To include the room image field, insert this tag in the Room segment:
{property.room.image.url}
Tip:
If you do not like the changes you make, you can revert the entire segment to the default layout
(select Tag > Revert to original).
Related Topics
Tags that can be used in the Room Segment Code

8.1.16.6 How to Design a Search Form
This topic covers how to edit the layout of the search form that is generated by Jade. To create a
custom search form layout you must edit the Jade HTML code for the Category Pages.
What to edit in the HTML code:

If you want to change the style of the field labels, fields and buttons, change them in the Font and
Style options window.
In the default design, the only graphic design element that is hard-coded in the HTML is the table and
its attributes (width, padding, background and border).
To edit the layout of the search form:

In the Web Design Editor, select View > Jade HTML Code
Under Category Pages, select the Search segment. This will display the search form code in the
editor.
Moving the position of search fields:

· All of the form elements have a 'begin' and 'end' line - do not delete these tags. They allow Jade to
switch fields on and off.
· When you move a field, remember to move its 'begin' and 'end' tags as well.
· The Search form HTML code contains all of the searchable fields. Fields that are not selected via
the interface will not be used by Jade when generating the search form. So, there is no need to
delete them (it is very likely that you will want them again in the future).
· If you add more table columns, move any fields you are not using ((along with their begin and end
tags) so that they are outside the table. Jade will ignore them if they are not switched on.
How the Search Form design works:

· The jade_category.css file contains the styles used in the search form and the search results
pages. This file is generated when you Create Web Pages.
· The Search Form layout is generated as the search_form.html template. This is placed in a
sub-folder of the output folder: search/templates/search_form.html
· The web page containing the search form is generated as the search_page.html template. This is
also placed in the search/templates/ sub-folder. (You can see the form on your own computer if you
browse the output folder)
When files are uploaded to the web server,

a) the jade_category.css styles are applied to the search_form.html template;
b) the search-form.html template is merged with the search_page.html template.
Because of this separation, when you make a design change, only the file that has been modified
needs to be uploaded to the web server.
Related Topics
How to Create a Custom Menu for a Search Form field
Search Form Tags
Previewing changes to HTML Code

8.1.16.7 Create a Custom Drop-down Search Field
Jade creates drop-down menus for the web search form based on the Master Records and the
properties that are being published.
This means that, each time you publish, the drop-down menus in the search form are automatically
updated to reflect the available properties. As a result, the website visitor will find searching easy and
productive.
However, the search form menus can have any options you like.
You can
· Add a drop-down menu to a field that does not have one created by Jade.
· Use a custom drop-down menu instead of one created by Jade.
In the Jade HTML code, each available search field has its own Begin and End tags. The code
between these tags can be edited to include a drop-down menu.
The following code example creates a list of options for the minimum price field on the search form.
The menu will allow the visitor to select from a menu of minimum price values:


<p>{search.minprice.label}<br />
<select name="minprice" class="search_minprice">
<option value=""> </option>
<option value="100000">€ 100,000</option>
</select></p>

To use this example code in your search form:

· View > Jade HTML Code
· Select Category Pages > Search
· Find the  tag
· Replace the default minprice code with the above example code (from  to 
· Edit the option values and the option text as necessary
To Edit this code:

This is a standard HTML drop-down menu with a few special Jade tags added. Any of the search
fields can have a custom drop-down menu using this model.
· The option value will be used for searching and it must be correct. In other words, if the search
value is text, this must be spelled exactly as it is in the database. Copy-and-paste from the Master
Records to be certain.
· Numbers should not have spaces, commas or decimal points.
· You can add more options following the same format.
Tips regarding currency symbols:

As Web browser support for currency symbols is not consistent, you might decide to replace the
currency symbol with the universal standard abbreviation. e.g. USD (US Dollar), GBP (Pound
Sterling), EUR (Euro) etc.:



<option value="100000">EUR 100,000</option>
</select></p>
Or, you might decide to remove the currency symbol entirely:

<option value="100000">100,000</option>
</select></p>
You could also change the first option so that it states what the currency is:

<option value="">Min Price in USD</option>
</select></p>
Related Topics
Tags used in Search Form Code

8.1.16.8 Previewing Changes to HTML Code
While you are editing the design, Jade creates a temporary 'Current Design Folder'. This allows you
to preview your changes without modifying the file.
After making changes to the HTML code:

· Select Web Publisher
· Create Web Pages
· Select Preview
Tips for previewing:
· Search can only be previewed on a web server with PHP support. So, to test how your search form
works, you will have to publish them to the web server.
· You can see the search form that has been generated (without the style sheet applied), if you
browse the output folder (Web Publisher > Tools > Browse output folder > Search > Templates >
search_form.html). Remember, these are PHP templates and these will only be merged and
functional once they are on the web server. Links to other pages, (e;g, to the homepage or the
category pages) will not work when browsing the output folder. However, they will work on your
website.
· If your changes do not involve modifying the images, select "HTML Only" on the Create Web
Pages button menu. This will speed up web page creation.
· After changing the web design or categories, you may need to empty the output folder before
previewing your changes (Web Publisher > Tools > Empty Output Folder).
· If you are using Web Categories, you may want to preview your designs on a very small dataset.
Make a copy of your categories file and then add a condition to each of its filters to limit the test to
specific properties (e.g. Where PropertyID is any of these 22,33,49).

8.1.16.9 Using an External HTML Editor
You can edit the Property and the Category template in an external HTML editor.
The code segments must be edited in Jade's code window.
· Access your external editor via the button on the HTML code window.
· When you have finished, save and then go back to the Jade code window. (Refresh by switching
between nodes on the tree).
To change the external editor, select Tools > Environment options from the Main Window.
Notes:
-Some editors may re-arrange the <head></head> and <body> tags. If this happens, fix it afterwards
in the Jade code window.
-Another element of code that may be affected is the extended 'mailto' link. Typically, this is what can
be corrupted:
&body='Regarding-{property field="caption"}.
If this has been changed by the external editor, you might get this message when generating pages:
Field "" does not exist.

8.1.16.10 Optimizing HTML for Search Engines
One of the advantages of static HTML pages over dynamic pages, is the ease with which they can be
found and read by search engine robots. Specifically, the web pages generated by Jade offer the
following benefits to the real estate agent who wants to conform to best practice:
· The directory structure and navigation links between all of the pages are logical and easy for both
a user and a robot to follow.
· The meta tags can be highly relevant and consistent with the page content.
· The page titles can be unique, relevant and consistent with the page content.
· Each page generated by Jade can have unique content.
· The images have relevant alternate text.
· The HTML code conforms to current standards.
· The pages load quickly with high-quality small-sized image files.
· Style sheets are linked, producing pages with less code.
The <Title> tag

In the default designs, the <title> tag is filled by the category headline on category pages and the
property caption on property pages.
If the property captions will not make informative titles, other fields can be used instead. For
example:
<title> {property field="type"},{property field="numbedrooms"} bedrooms, {property

field="location"}</title>
· This will produce pages with unique titles and give the web searcher a clear indication of what the
page is about (e.g. "Single family home, 4 bedrooms, Austin" or "Detached House, 3 bedrooms,
Surrey" or "Piso, 3 dormitorios, Malaga").
The Meta tags

In the default designs, the description meta tag is filled by the ShortDescription field on property
pages and by the Category Introduction (if any) on category pages.
If either of these fields are not suitable, you can replace them with another field or a combination of
fields. You can add any other meta tags that you feel necessary. For instance, you can create
keyword meta tags using a series of field tags and words as described in the previous paragraph.
The Page Heading

In the templates supplied by JadeTools, the main heading (<H1>) on property pages is the property
Caption and on the category pages, it is the category headline.
· To use another field as the main heading on the property pages, edit the property template. You
can set up and apply the Property Pages > page_headline style to format the output.
· To change the text used as the category headline, edit the Web Categories.

8.1.16.11 Style Names in Jade HTML Code
Styles used in the HTML templates can be edited via the user interface. This means that you can
change the look of the most important elements in a template without editing the code. Jade
generates style sheets (*.CSS) and places them in the output folder.
To edit a style, select Edit > Fonts and Styles in the Web Design Editor.
Style names that are used on both category and property pages:
agency_name
agency_slogan
mainbranch_details
mainbranch_email
mainbranch_website
Style names specific to the category pages:

category_headline
category_sectionheader
category_name
category_introduction
category_crumbtrail
category_navigation
category_subcat_headline
category_subcat_name
category_subcat_introduction
category_property_caption
category_property_description
category_property_status
category_property_price
category_property_ID
category_property_factlabel
category_property_fact
Style names specific to the property pages:

property_pageheadline
property_sectionheader
property_featureheading
property_feature
property_navigation
property_crumbtrail
property_caption
property_description
property_status
property_price
property_ID
property_ImageCaption
property_RoomType
property_factlabel
property_fact
Style names specific to the search pages:

search_label
search_button

search_field

8.1.16.12 Tags Common to All Pages
This topic contains a list of the field tags that can be used in the Category page Template and the
Property Template.
Agency
The Agency block (everything between its Begin and End lines) can be switched on/off on the
Category pages and Property pages tabs. To control the size of the logo and to switch specific
elements on/off, see Edit > Agency Info
{agency.name}
{agency.slogan}
{agency.image}
{agency.image.url}
{agency.disclaimer}
Main Branch
The Main Branch block (everything between its Begin and End lines) can be switched on/off on the
Category pages and Property pages tabs.
{mainbranch field="BranchCity"}
{mainbranch field="BranchCountry"}
{mainbranch field="BranchCounty"}
{mainbranch field="BranchEmail"}
{mainbranch field="BranchFax"}
{mainbranch field="BranchFax2"}
{mainbranch field="BranchName"}
{mainbranch field="BranchPhone"}
{mainbranch field="BranchPhone2"}
{mainbranch field="BranchPostcode"}
{mainbranch field="BranchStreet"}
{mainbranch field="BranchWebsite"}
Category
The name of the parent category. This can be especially useful for your own custom scripts and
styles.
{topcategory.name}

8.1.16.13 Tags In Category Page Code
This topic contains a list of the field tags that can be used in the layout for the Category pages and
the Search Results pages. See the list of tags common to all pages for more fields that can be used
on category pages.
Category template
{category.crumbtrail}
{category.subCategories}
{category.properties} // Inserts the Property Segment
{category.navigation.home}
{category.navigation.topcategory}
{category.navigation.first}
{category.navigation.previous}
{category.navigation.next}
{category.navigation.last}
{category.name}
{category.headline}
{category.introduction}
{category.propertycount} // Number of properties in a category
{category.propertytotalcount} // Number of properties in a category including
subcategories
{category.custom.bottom}
{category.custom.head}
{category.custom.top}
Property segment
{property.url}
{property.thumbnail}
{property.thumbnail.url}
{property.unformattedprice}
{property field="PropertyID"}
{property field="Age"}
{property field="Built"}
{property field="Caption"}
{property field="City"}
{property field="Country"}
{property field="County"}
{property field="Custom1"}
{property field="CustomMemo1"}
{property field="DefaultImageFileName"}
{property field="Description"}
{property field="FloorArea"} // Floor area text
{property field="FloorAreaValue"} // Floor area
{property field="JointAgents"}
{property field="Jotter"}
{property field="Location"}
{property field="Market"}
{property field="NumBathrooms"}
{property field="NumBedrooms"}
{property field="NumFloors"}
{property field="NumGarages"}
{property field="NumReceptions"}
{property field="PlotArea"} // Plot area text

{property field="PlotAreaValue"} // Plot area

{property field="PostCode"} // Zip or Postcode
{property field="Price"}
{property field="PriceType"}
{property field="Promote"} // Promote - True or False
{property field="PropertyStatus"}
{property field="PropertyType"}
{property field="PropertyVAT"} // VAT or Sales Tax on agency commission
{property field="Received"}
{property field="SellingPrice"} // See the Sale tab of the property record
{property field="ShortDescription"}
{property field="SoleAgents"} // Exclusive agency - True or False
{property field="Street"}
{property field="Tenure"}
Subcategory Segment
{category.name} // The name of the category

{category.url}
{category.headline}
{category.introduction}
{category.propertycount} // Number of properties in a category
{category.propertytotalcount} // Number of properties in a category including
subcategories
No properties segment
{category.nopropertieslabel}
Notes:
· Navigation elements can be switched on/off via Edit > Navigation.
· Category custom bottom, head and top are controlled via Edit > Extra HTML
· The Category name, headline and introduction are edited in the Web Categories file.

8.1.16.14 Tags In Search Form Code
Category Pages > Search Form Segment

This topic contains a list of all of the tags used in the Search Form code segment.
All tags should be switched on/off via the Search tab. The Search Form segment includes all of the
fields in this list. You can move these tags along with their styles by selecting everything from the
Begin to End line. Do not delete the ones you are not using. Simply move them to the bottom of the
search segment.
Note: Older web designs may not have the code for all fields (pre Jade 5.5.3). If your customized
web design does not have the code for a field, you can either, load Jade's latest version of the search
form code or, you can edit the search form code manually.
To load the latest version of the search form code:

· Open your web design. From the View menu, select Jade HTML code.
· On the left, select Category pages > Search form.
· From the Tag menu, select 'Revert to original'.
If you want to insert the code for the new field(s) manually, see the example below for how to use the
search tags in code.
{search.id.label}
{search.id.field}
{search.market.label}
{search.market.field}
{search.location.label}
{search.minprice.label}
{search.minprice.field}
{search.maxprice.label}
{search.maxprice.field}
{search.minbeds.label}
{search.minbeds.field}
{search.minbaths.label}
{search.minbaths.field}
{search.minplotarea.label}
{search.minplotarea.field}
{search.minfloorarea.label}
{search.minfloorarea.field}
{search.mingarages.label}
{search.mingarages.field}
{search.type.label}
{search.type.field}
{search.age.label}
{search.age.field}
{search.street.label}
{search.street.field}
{search.town-city.label}
{search.town-city.field}
{search.county-state.label}
{search.county-state.field}
{search.country.label}
{search.country.field}
{search.zip-postcode.label}
{search.zip-postcode.field}
{search.custom1.label}
{search.custom1.field}

{search.sort.label}
{search.sort.field}
Example code in the default web design:


<tr><td><span class="search_label">{search.age.label}</span><br />
{search.age.field}</td></tr>


8.1.16.15 Tags in Property Page Code
This topic contains a list of the field tags that can be used in the layout for the Property details page.
See the list of tags common to all pages for more fields that can be used on property pages.
Property Template
{property.category.name}
{property.category.headline}
{property.category.introduction}
{property.align}
{property.head}
{property.custom.head}
{property.custom.top}
{property.custom.bottom}
{property.crumbtrail}
{property.navigation.home}
{property.navigation.topcategory}
{property.navigation.category}
{property.navigation.first}
{property.navigation.previous}
{property.navigation.next}
{property.navigation.last}
{property.url}
{property.defaultImage}
{property.defaultImage.url}
{property.defaultImage.caption}
{property.thumbnail}
{property.thumbnail.url}
{property.UnformattedPrice}
{property.images}
{property.rooms}
{property.features}
{property.inclusions}
{property.services}
{property field="Age"}
{property field="Built"}
{property field="Caption"}
{property field="City"}
{property field="Country"}
{property field="County"}
{property field="CustomDate1"}
{property field="CustomDate2"}
{property field="CustomNumber1"}
{property field="CustomNumber2"}
{property field="DefaultImageFileName"}
{property field="Description"}
{property field="FloorArea"} // Floor area text
{property field="FloorAreaValue"} // Floor area
{property field="JointAgents"}
{property field="Jotter"}
{property field="Location"}
{property field="Market"}

{property field="NumBathrooms"}
{property field="NumBedrooms"}
{property field="NumFloors"}
{property field="NumGarages"}
{property field="NumReceptions"}
{property field="PlotArea"} // Plot area text
{property field="PlotAreaValue"} // Plot area
{property field="PostCode"} // Zip or Postcode field
{property field="Price"}
{property field="PriceType"}
{property field="Promote"} // Promote - True or False
{property field="PropertyID"}
{property field="PropertyStatus"}
{property field="PropertyType"}
{property field="PropertyVAT"} // VAT or Sales Tax on sale commission
{property field="Received"}
{property field="SellingPrice"} // See the Sale tab of the property record
{property field="ShortDescription"}
{property field="SoleAgents"} // Exclusive agency - True or False
{property field="Street"}
{property field="Tenure"}
Image segment
{property.image}
{property.image.url}
{property.image field="ImageCaption"}
{property.image field="SortID"}
{property.image field="Subject"}
Room segment
{property.room.image}
{property.room.image.url} // The room image field
{property.room field="roomtype"}
{property.room field="dimensions"}
{property.room field="comments"}
{property.room field="floor"}
Branch segment
The Branch section can be switched on/off via the Property pages tab
{property.branch field="BranchCity"}
{property.branch field="BranchCountry"}
{property.branch field="BranchCounty"} // State or County field
{property.branch field="BranchEmail"}
{property.branch field="BranchFax"}
{property.branch field="BranchFax2"}
{property.branch field="BranchName"}
{property.branch field="BranchPhone"}
{property.branch field="BranchPhone2"}
{property.branch field="BranchPostcode"} // Zip or Postcode field
{property.branch field="BranchStreet"}
{property.branch field="BranchWebsite"}
Feature segment
{property.feature}
Inclusion segment
{property.inclusion}
Service segment
{property.service}
Notes:

· Tables for Images, rooms, features, Inclusions and services are only generated for a property if it
has data for that section.
· Navigation elements can be switched on/off via Edit > Navigation.

8.2 Editing Web Categories
To open the Web Categories Editor:

· Select Edit Web Categories.
What are Web Categories?

What is a Filter?
Create new categories.
Add a category.
Move a category.
Delete a category
Edit a category filter.
Sort properties in a category
Change a category's filename
Open another Web Categories file
Select Categories for Web Publishing

8.2.1 What are Web Categories?
Jade uses your Web Categories file to create a directory of inter-linked web pages for your website.
When a visitor is looking for a property on your website, they will be able to find what they want by
clicking on links (i.e. by browsing).
Jade creates a default structure for you. Your own structure can be completely different.
Listings
- Residential
- Commercial
- Land and Sites
Each category/sub-category has its own editable options:
Name:
The name of the category as it will appear on your website.
Headline:
An optional headline that will appear on the category's web page.
Introduction
An optional introductory text that will appear on the category's web page.
Filter:
The properties that belong to this category. Properties are included/excluded based on the
conditions you set here.
Filename prefix:
The filename that Jade should use for this category's web page.

8.2.2 Create New Web Categories

· Make changes to the current categories and Save As...
· OR
· Select File > New. This will create a new file with the default settings. Change these, preview your
changes by creating web pages and, when you are happy with the result, save your file.
If you have changed the Master Records for the Status list or the Markets list you may need to edit
the filters.

8.2.3 Add a Web Category

· Select Edit Web Categories
To add a new category:

· Select, 'Add Category' or 'Add Sub-Category' from the Category Menu.
· On the Category tab, edit the Headline and Introduction if necessary.
· On the Filter tab, create the conditions for this category.
· On the Web Publish tab, change the filename if you do not want the name that Jade will
automatically use. (You can normally ignore this option).
Tip:
A quick way of creating a new category is to edit a duplicate. Highlight the category you want to use
as your model and select 'Duplicate' from the Category menu.

8.2.4 Move a Web Category

To move a category inside another category:

· Highlight the category you want to move.
· Drag-and-drop it on the name of the destination category.
To move a category to the same level as another category:

· Highlight the category you want to move.
· Drag-and-drop it on the node of the destination category.
To change the order of categories:

· All levels or a particular level on the tree can be sorted alphabetically. Select Sort from the
Category menu (or click the right button on your mouse to use the speed menu).
· Arranging the order manually is done by dragging and dropping.
Example: Moving a sub-category to another position within the category.

In this example there is one category called 'Residential' and 3 sub-categories.
Residential
- Sunnyside
- Newtown
- Oldtown
To move Oldtown to the top:
Highlight Newtown and drag-and-drop it on the Category name 'Residential'. This will move Oldtown
up to second position. Then, do the same with Sunnyside. Oldtown will then be in first position.

8.2.5 Delete a Web Category

To delete category:
First, delete any subcategories that belong to this category.
· Highlight a sub-category.
· From the Category menu, select Delete.
· When all of its sub-categories have been deleted, delete the category itself in the same way.

8.2.6 Edit the Web Category Filter
In the Web Categories Editor, you can control what properties are listed on your website. On the
Filter tab, you define the conditions that Jade will use to select the properties for your web pages.
For example, the default Residential category filter finds properties that are 'Residential', that are
marked 'promote' and that are 'For Sale' or 'Sale Agreed'.
To edit the filter:

The Filter tab is where you define how Jade must select properties for that category of listings on
your website. A filter is composed of a set of conditions. Each category and sub-category has its
own filter.
To Create a Condition:
· Highlight the Category or Sub-category.
· Open the Filter tab.
· Select 'Click Here to add new Condition'
· Select the first word and choose the first part of your condition from the menu that opens.
To Modify a Condition:
· Highlight the Category or Sub-category.
· Open the Filter tab.
· The blue words indicate the parts of a condition that you can change.
· Select the word or phrase that you want to change.
· Choose the options you want from the menu that opens.
To Delete a condition:
· Select the condition's number.
· Select Delete Condition from the menu that opens.
To Delete all conditions for a particular category:

· Select Delete Filter.
Related Topics
What is a filter?

8.2.7 Sort Properties in a Web Category

To change the order in which properties are listed:

Each category can have its own sort order. For instance, one category can be sorted by Price (lowest
to highest), another can be sorted by Price (highest to lowest), another can be sorted by Location
etc..
· Select a category in the left panel.
· On the right panel, open the Filter tab.
· At the bottom of the Filter tab, choose a field to sort by.
The natural sorting order is from A to Z or from lowest to highest. If you check the 'Reverse Order'
checkbox, listings in this category will be sorted from Z to A or from highest to lowest.

8.2.8 Change a Category's Filename

To change the filename of a category's web page:

When you name a category, Jade automatically uses this as the filename for its web page. This
name can be changed manually.
· Highlight the category.

· Open the Web Publish tab (on the right).
· In the Prefix box, type the new name.
· Select File > Save.

8.2.9 Open Another Categories File

· From the File menu, select Open.

· Browse for a Jade Web Categories file (*.jca)
Any categories shipped with Jade are stored in the Jade Property Suite > Web > Categories folder.
You might use this folder to store your own categories files.

8.2.10 Select Categories for Web Publishing
The Default Web Categories are selected for web publishing, unless you change this.
· From the Administration menu, select Web Publish Options

· Browse for a Jade Web Categories file.
Any extra Web Categories (*.jca) shipped with Jade are stored in the Jade Property Suite > Web >
Categories folder. If you like, use this folder to store your own custom categories or categories
downloaded from JadeTools.com.
Related Topics


Working with Properties
Part
IX
Working with Properties 144
9 Working with Properties

What is a Property Record?
Creating a Property Record
Selecting the Owner Details
Entering Property Measurements
Loading Property Images
Creating Room Details
Creating Events
Renumbering Properties
Deleting a Property
Using the Quick View

What is the Quick View?
What is the Grid View?
What is the Records View?
What is the Promote Checkbox?
Searching for Properties

Printing and Exporting Properties
Web Publishing Properties
Matching Properties
Selecting Properties
Views of the Properties Database

9.1 What Is a Property Record?
Everything to do with a particular real estate property is stored in a single record. The record is
tabbed to divide the data into manageable sections.
Underneath the record there are icons for operations that can be performed on a single property
record. Operations that can be carried out on multiple records are accessed elsewhere in the Main
Window.
The information stored in the properties database can be used in printed materials such as
brochures, flyers, reports, letters and invoices as well as in web pages and emails.

9.2 Create a Property Record
Select Create at the bottom of the Main Window. You can either create a blank property record or,
you can make a copy of the property that is currently selected.
Creating a blank record:

When you create a blank record, the following fields will be pre-filled with the values you have
chosen as Property Defaults:
· Town/City
· Zip/Postcode
· Country
· Branch
· Sales Tax/ VAT %
To edit the Property Defaults, see Administration menu > Agency Details > Property Defaults tab.
Creating a copy of the current record:

When you create a copy of the current record, Jade copies all of the data except for events. It will
also create copies of the images.
Tips:
· Ideally, you should de-select the Promote checkbox until you have the following information in the
record:
Main Tab: Caption; Price; Market; Type; Location; Branch.
Description Tab: Description
Images Tab: Default image
· You can change the Property ID from the Property Menu or by selecting Ctrl+I on your keyboard.
· When you want to hold information on a property but have not yet got it on your books, set the
Status field to Provisional.
· When a property is withdrawn, keep the data for future use by setting the Status field to Off Market.
Related Topics
Customizing the drop-down menus

9.3 Select the Seller/Owner Details
On the Details tab:

· Use the browse button to select the Owner.
· If the owner is using an attorney, a solicitor or an escrow company for transacting the sale, use the
browse button to select the owner's legal representative.

9.4 Enter Property Measurements
The Floor Area and the Plot Area are entered on the Description tab of the property record.
To enter the Floor Area or the Plot Area:

1. Select a unit of measurement (i.e. m2, Sq Ft, Acres or Hectares).
2. Type the value e.g. 1200.5 (Note: Do NOT type 1,200.5 or 1.200,5)
3. Enter a textual description of the measurement e.g. 1,200 Sq Ft approx.
To convert the value you have entered to another measurement unit:

- Select a different unit. Jade will convert the measurement from one unit to any of the other available
units.
Values versus Text:

A value should be entered. This will allow you to search and match properties that fall within a given
range.
The text fields are used on the default web page design and in brochures, flyers etc.. As your
measurements may be approximate (or, not guaranteed to be 100% accurate), your text can reflect
this. Your own custom print templates and web design can use the value fields instead, if you wish.

9.5 Load Property Images
You can load any number of images per property. Your original images can be in any of the most
commonly used formats. Load your best, high resolution images. Jade will process them for printing,
PDFs and web publishing.
To load property images:

· Open the Images tab on the property record.
· Select New...
- Load a single image by browsing and selecting it.
- Load multiple images by holding down the shift or Ctrl key and selecting each image with your
mouse.
Set the default image:

· Click one of the image rows you have created.
· Click the image button and choose 'Set as default'.
· The Default Image information will have an icon beside it and this image will be added to the Main
tab.
Add captions to your images:

· Type a caption beside each image (leave blank if you do not want this image to have a caption on
your flyers/brochures or web pages).
Choose a subject for each image:

· From the subject menu, select what this image is about (e.g. if the image is of a room, select
'indoors').
Delete the image (to remove this image and all details about it):
· Highlight the image record.
· Select Delete.
Export the image:

· Select the Image button.
· Select Export to make and save a copy of the image.
View the image:

· Select View to examine the image in detail.
Clear the image (to replace it with another):

· Select Clear. This keeps the image record and allows you to load a different image. Make sure that
you replace the image.
Change the order of the images:

· Highlight the image number or caption and drag-and-drop it to a different position. The order in
which you arrange the images is used in web pages and print templates.
Notes:
· When you load an image, Jade creates a copy of your original and puts it in the Property Images
folder. The copy is named after the PropertyID. When you delete an image, Jade removes the
image it created from the Property Images folder.

· It is generally better to store all images on the Images tab rather than on the Rooms tab.
· Jade processes very large images. This means that you do not need to reduce the size of your
original digital camera images before loading them. Experienced users can change the settings
for database image processing.
· Load your best, high resolution images. Jade processes them automatically for printing, PDFs and
web publishing.
· You can customize the image subjects menu.
Related:
Image Names

9.6 Create Rooms
Each property can have any number of rooms.
To enter room information:

· Open the Rooms tab.
· Select New.
· Select a room type. (Start typing and Jade will try to find the type for you. Or, use the menu to
select).
· Type the dimensions of the rooms (leave blank if you do not use room dimensions).
· Select a floor (leave blank if you do not use this information or if the property has only one storey).
· Type comments about this room as you would like them to appear on web pages and printed
materials. (Leave blank if you have nothing to say about this room).
· To move a room up or down, drag-and-drop it to a different position.
· If you need to load a reference image for this room, select Room > Load Image. (NB: Store all
images that you want to display publicly on the Images tab).
Tip:
You can edit the room types by customizing the menu.

9.7 Create an Event
You can track any number of events for each property.
To create a new event:

· Open the Events tab on the property record.
· Select New.
· Choose the type of event you want to record. (Selecting blank will open a generic form with no
event type.)
All events have these fields in common:

- a date/time at which it occurs or starts.
- a date/time at which it ends (optional)
- an agent dealing with it.
- a notes field.
Pre-defined events have extra fields (e.g. customer, conditions etc). The types of event that have
there own special forms are:
· Inspection
· Showing
· Open House
· Offer
· Closing
Printing Events:
· When you record an offer, you might print a letter to the owner giving them details of the offer
received.
· When you arrange a showing, you might send the customer a letter confirming the appointment.
· You might want to send the owner details for some of the events (e.g. all offers received or all
showings and offers etc).
· See Printing Property Events

9.8 Renumber Properties
To renumber the selected property:

· Select the Property Menu from the Main Toolbar.
· Select Change ID.
· Enter the new number.
To renumber all properties so that the numbering system starts at No. 1:

· First, if you are sharing on an internal network, close Jade on all other computers.
· Create a backup for security.
· From the Main toolbar, select the Administration menu.
· Select the Database submenu.
· Select Maintenance.
· Select Renumber PropertyIDs.
· Select OK.

9.9 Select Properties
To select a single property:

· In the grid, highlight the property by clicking on it once.
To select multiple properties:

Open Selections from the Main Window toolbar. Choose the Selection you want to modify or create a
new Selection.
· Open a property record or highlight it in the grid.
· Click the Select button (bottom of window). Jade will ask if you want to add this property to the
current Selection.
· Do this with each property you want to select.
Displaying the Selection in the Grid:

· In the Selection window, select Contents > Show All Properties.
This will filter the properties database so that you only see those in the Selection.
Clearing the Selection from the Grid:

· Use the Display drop-down menu to display All.
· This will remove the filter.
Tips:
-You can create as many Selections as you like.
-Use dates in the names you give to Selections e.g Booklet 20/06/02
-Use Selections for any task that requires recalling a particular search result, a temporary list, a set of
properties for a particular Quick View, advertizing campaign or mailshot etc.
-Selections are automatically saved.

9.10 Match a Single Property with Enquiries
To find potential buyers for a property, click the Match button underneath properties or search
enquiries.
The property Match button:

· Open the property record or highlight it in the grid.
· Select Match at the bottom of the window.
The enquiries search panel:

· Open Enquiries.
· Select Search.
· Enter the matching property ID.
When you do either of the above, Jade will

· Tell you how many enquiries match this property.
· Tell you how many of these matching enquiries do not have this property in their hotlists.
· Ask you if you want to add this property to their hotlists.
Related Topics
Matching Enquiries with Properties

9.11 Add a Property to an Enquiry Hotlist
The Hotlist for a potential buyer can be maintained manually as well as by using automatic property
matching. This means that, if a property does not match a prospect's preferences and is therefore not
picked up by automatic matching, you can still add it to the list of properties you want to inform them
about.
To add a property to the Hotlist of a selected enquiry:

· Highlight or open the property.
· Select Hotlist at the bottom of the window.
If no enquiry is selected, Jade will prompt you to create a new enquiry.
Examples of Use:
· When a new property comes onto your books you might immediately think of a potential buyer for
it. In this case, open the Enquiries Manager and highlight the relevant record. Then, in the Main
Window, select Hotlist under the selected property.
· While talking to someone over the phone or in person, you find a set of properties that you think
might suit them. As a result of your search, the grid now contains only properties that they might be
interested in buying. In this case, create an enquiry and add the contents of the grid to the Hotlist.
Tips:
In the properties grid view you can add all displayed properties to the Hotlist of a selected enquiry.

9.12 Delete a Property
To delete the property you have opened:

· From the Property menu at the top of the window, select Delete.
To Delete a property you have selected in the Grid:

· Use the delete key on your keyboard or, from the Property menu at the top of the window, select
Delete.
Notes:
· Only delete a property when you are absolutely certain that it is of no value to your business.
· Properties that have been Sold should NOT be deleted. They contain extremely valuable
information (e.g Sales data, market demand etc.) as well as containing documentary evidence of
the work you carried out on your client's behalf.
· If a property is taken off the market, it is better that you set the status to Off Market rather than
deleting it immediately (the property may come back on the market later and you will have all of its
details ready). 'Off Market' means a property that has not been sold and that has been withdrawn
by the owner.

9.13 Load data
When you select an option in the 'Data loaded' menu, Jade 'fetches' that set of records. In effect, this
works like a 'quick search' menu. The database will perform better if it does not load hundreds of
records at the same time. So, if you have a large database, you can speed up performance by setting
your own filter options.
To load a filtered set of records:

· Select an option from the Data Loaded menu.
You can create more options for this menu by editing the Data Loaded filters.

9.14 Views of the Properties Database
The Jade Property Suite main window offers three different ways to view your property data.
Record view
Use the Record View to edit data and show all property details.
Grid View
Use the Grid View to view properties in a list that can be sorted, filtered, grouped and searched.
Quick View
Use the Quick View to see property details in a web-style presentation.

9.15 Using the Quick View
· Select a property by opening the record or highlighting it in the grid.

· Select Quick View on the left-hand side of the Main Window. A property details page will be
created.
To create a gallery of all of the properties in the grid:

At the bottom of the Quick View window, select Create Gallery. An indexed set of property pages will
be created.
To save the Quick View:

Select Save to Folder on the Gallery button menu. (Select the arrow to the right of the Gallery
button).
To delete the Quick View pages:

On the Gallery button menu, select Empty Quick View output folder.
Related Topics
What is Quick View?

9.16 What is Quick View?
The Quick View shows details of the selected property as a Web page. Using its Create Gallery
feature, you can create an instant web-style presentation of the properties that are currently open.
Its primary purpose is to provide you with a quick, easy-to-use presentation of a particular property or
set of properties. Because it uses Web technology, it loads very quickly and can be viewed in any
Web Browser.
Examples of Use :
· Use the Quick View for showing a property to a client on your computer.
· Create a Quick View website of properties and present it from your computer or laptop. (Save it to
your laptop using the Save to Folder option on the Gallery button menu).
· Create a Quick View website for a trade show or fair and present it from a computer or laptop.
· Create a Quick View website for a particular customer, upload it to your Web server and send a
link to your customer.
Tips:
The design of the Quick View pages can be customized using the Web Design Editor.
Related Topics
Using Quick View

9.17 What is the Grid View?
The properties grid displays records in a table. Each column is a field in the database. Each row in
the table is a property record.
· You can see what records are open by looking at the grid.
· You control what properties should be included in a print job or report by first, displaying a set of
properties in the grid and then printing for 'All Displayed'.
· At the top of the grid, the column headers are equipped with tools that allow you to display, filter,
sort and find properties.
· You can customize the grid so it only has the columns you want in the order that suits you. Grid
layouts can be saved and loaded when you need them.
· You can export the grid (as laid out) to Excel, a text file or HTML.
Related Topics
Finding properties with the Grid
Finding properties with the Search Panel

9.18 What is the Records View?
Everything to do with a particular real estate property is stored in a single tabbed record.
Underneath the record, there are icons for operations that can be performed with this property.
Operations that can be carried out on multiple records are accessed elsewhere in the Main Window,
either through the menus at the top of the window, via the bar on the left of the window or via the
icons on the Main toolbar.

9.19 What Is the Property ID?
The Property ID is a unique number that identifies a property.
When you create a new property record, a new number is automatically assigned to it. This number
can be changed, if necessary, via the Property menu. Jade Property Suite will prevent you from
changing it to a number that already exists.
The Property ID is a whole number (integer). This means that decimal points and letters are not
allowed. ( Integer numbers are especially useful for sorting records.)
Jade uses the Property ID in naming many of the files it creates.

9.20 What is the Promote checkbox?
When you select Promote on the Main tab of the property record, you are telling Jade that this
property is available for web publishing and printing promotional materials.
Instances when you will NOT want to promote a property:
· You have the property on your books but do not have enough information yet for property details
on a web page or on a flyer.
· The seller will be away on holiday for a few weeks and has asked you not to publicize the property
yet.
· The seller has asked you not to publicize the property. In other words, you have been asked to find
a buyer via enquiries or through direct approaches.
Tip:
To see properties where the Promote checkbox has NOT been selected:
· Open the grid.
· Find the Promote column.
· Use the arrow on the right of the Promote column header to open its menu.
· Select False. All properties that are not marked 'Promote' will be displayed. (If you do not see
'False' it is because none of your properties match this condition.)

9.21 Searching
There are many ways to find specific properties. Which tool to use depends on the task in hand and
your own preferences.
The search results are displayed in the grid and in the open records. (You can use this set of
properties for printing).
The Search Panel

Find properties by entering search criteria.
The Grid filters

Find properties by selecting, sorting, grouping and filtering by specific fields.

9.21.1 Sort Properties
To sort properties:
There are 2 methods of sorting the displayed property records:
1. The Sort By menu.
This is located at the top of the property record or grid. It allows you to sort records in ascending
order (A to Z).
2. Clicking the column header in the Grid.
· Sort ascending (A to Z) : Click any column header once.

· Sort descending (Z to A): Double-click any column header.
Performing a Secondary Sort in the Grid:

· Select Grid.
· Hold down the Shift key while you click the column headers.
· You can continue to sort by additional fields following the same procedure.
Example 1: To sort all properties in the Grid by Location:

· Select Grid.
· Click the Location column header once.
Example 2: To sort all properties in the Grid by Property ID in Reverse Order (i.e. last record
first):
· Select Grid.
· Double-click the ID column.
Example 3: To sort all properties in the Grid by Location and secondly by Price:
· Select Grid.
· Click the Location column header.
· Click the Price column header while holding down the Shift key.
Tips:
You can move columns in the grid so that they are easier to see. Drag-and-drop a column header
from one position to another.
Related Topics:

9.21.2 Find Properties with the Search Panel
The properties search panel allows you to perform a quick search of the entire database.
Example 1: Find all properties for sale in City Centre between 100 and 200,000 (in your default
currency):
· In the Status field select For Sale.
· In the Location field select City Centre.
· In the Minimum Price field type 100000.
· In the Maximum Price field type 200000.
· Select Search.
All of the properties that match these criteria will be displayed as search results. You can view these
in the Grid, Records or Quick View.
Example 2: Find all properties in Newtown-South:

· Select Clear on the Search panel to clear the last search.
· In the Location field, select Newtown-South.
· Select Search.
Tips:
· Select Clear on the Search Panel to start a new search.
· Leave fields blank if you do not want to be specific. (See the first option on any menu - it is always
blank).
· The results of the last search can be displayed by selecting Search Results from the Data loaded
menu.

9.21.3 Find Properties with the Grid
This topic covers the most powerful features of the properties grid. Mastering the grid can greatly
increase your productivity - you might consider printing this topic for reference until you are familiar
with all of its features.
Searching with the Column filters

Click the small arrow to the right of the Column header you want to search (e.g. to find properties of
various types, click the arrow to the right of the Type header.)
You can select any combination of fields by clicking the small arrow to the right of the header and
selecting the values you want.
The choices you make apply a 'filter'. When a filter is applied to the grid, this will be shown at the
bottom of the grid:
· Switch your filter on and off by clicking the tick on its left.
· To clear the filter, click the X box.
Finding a word in texts (e.g in the Caption, Description or Notes):

· In the filter bar at the top of the grid, type an asterisk * before and after the word you want to find.
Example: If you type *beech* as a filter on the Caption field, this will find all properties with this
sequence of characters anywhere in the Caption. It is not case sensitive. So, 'Beech' is the same as
'beech' or "BEECH".
Saving a filter (so that you can load it in the future):

· Select the Customize button at the bottom of the grid. This will open the Filter Builder window. The
conditions you have selected will be displayed (and are editable).
· At the bottom of the filter window, select Save As...
· Always give your filters an easily recognizable name when saving them e.g. 'properties sold 2006'
or 'land available in Oldtown' etc.
Sorting
Click the column header to sort properties by a particular column. Click the column header twice to
sort in reverse order. To sort by multiple columns, hold down the Shift key while you click the
headers.
Grouping
Drag any column up into the group bar at the top of the grid to group on that column. You can even
drag multiple columns to create subgroups.

Once you have grouped your properties in the way that you want, expand the group by clicking the
plus or minus sign ( means that this group is not expanded, means that the group is expanded).
When you expand a group to show the properties it contains, these properties can be used for
printing.
Tips:
The layout of the grid can be customized and saved as a file. Use a saved filter and a saved layout
in combination to prepare an export.
Related Topics:
Exporting Properties Data from the Grid
Customizing the Properties Grid
Finding Properties with the Search Panel
What is a filter?

9.22 Web Publishing
What is Web Publishing?

Creating Web Pages
Publishing Web Pages
Adjusting the Publish Options

9.22.1 What is Web Publishing?
Jade Property Suite automatically creates web pages for your real estate listings and allows you to
upload them to your website.
This decreases your dependence on outside contractors, reduces your costs and provides your
website visitors with a current view of your listings.
You can customize the web pages yourself. Or, you can get a professional web designer to create a
sophisticated custom design (these help files include advanced web design topics).
Once you have set up web publishing, the process of creating and uploading web pages is simple.
Related Topics
Creating Web Pages
Publishing Web Pages
Setting Up the Web Publish Location

9.22.2 Create Web Pages
1. Select Web Publisher from the Main Toolbar.

Each category for your listings is displayed on the left panel of the Web Publisher.
The listings that Jade has found for each category are displayed on the right panel.
A Search category will be displayed on the left if Search has been activated in the Web Design.
2. Select Create Web Pages.

You will see a progress bar that tells you Jade is generating the web pages.
3. Select Preview
When Jade has finished creating your pages you can see the pages that have been generated. If
you have activated Search, this function cannot be previewed on your computer. The search scripts
only work on a web server so, you will have to publish your files in order to see search working.
When you are ready to upload your listings to the Web, select Publish.
Related Topics
Publishing Files to the Web

9.22.3 Publish Web Pages
Jade includes an advanced application for uploading files to a server by File Transfer Protocol (FTP).
· First, Create Web Pages.

· Connect to the internet (if you are not already connected).
· Select Publish.
· Select Find and Compare. Jade connects to your web server (on the internet or intranet) and
compares the files in your output folder with the files on your web server. Jade automatically marks
the check boxes beside the files in your local folder that have been modified. These are the files
that will be uploaded.
· When you are ready, select Publish Now. The transfer will start.
How Find and Compare Works:

When you select Find and Compare, all files that have been modified will be shown. If no files have
been changed since the last upload, Find and Compare will produce zero results. Similarly, if only
one file has been modified, you will see only one file and this is the only file that you need to upload.
How to select one image for uploading:

Sometimes you might want to upload only a particular image and not want to upload all of the other
modified files. Files that will be uploaded automatically have their checkboxes marked. So, if you
leave only one file with its checkbox marked, only this file will be uploaded*.
To upload a single image:

- Run Find and Compare
- Select Edit > Select All
- Select Edit > Unmark checkboxes
- Mark the checkbox of the image you want to upload.
*With categorized listings, the navigation links and the category count are updated by Jade every
time you create web pages. So, to preserve your navigation links, you should upload all of the pages
that Jade has found to be modified.
Notes:
It is very important that you set up the remote folder correctly. You want Jade to compare a folder on
your computer with a folder on your website. That is why you should put your listings pages in their
own folder (i.e. 'directory') on your website. For example, the 'web publish output' folder on your
computer might be called 'listings' and the target folder on the web server might also be called
'listings'. You can name these folders differently, but it is easier to understand the system if you use
the same name for both folders.
Tips:
Empty the output folder from time to time (Web Publisher > Tools menu). It is not necessary to empty
it every time you create web pages.
After making changes to your web design or web categories, empty the output folder and create web
pages again.
Related Topics
Creating Web Pages
Setting up the Web Publish Location
Troubleshooting broken connections

9.22.4 Adjust the Publish Options
In the Publish Options, various aspects of how the file publisher works can be adjusted.
Find and Compare options
· Mark files that should be deleted from server:

This is selected by default (if you are unsure, do not change this setting).
Publish Options
These options can help if you are having trouble maintaining a continuous live connection with your
web server during publishing,
When making adjustments, it is helpful to change one option and see if it has improved the
connection performance. If there is no improvement, return that option to its default setting and try
adjusting another option.
· Number of simultaneous connections:

For faster uploading, Jade can use multiple threads to upload files. The default value is 5
connections. If you are having problems with your internet connection, try reducing the number of
threads to 1.
· Timeout after no server response for:

The default value is 30 seconds. If the server does not respond after this time, Jade will treat the
connection as broken.
· Retries if connection is broken:

The default value is 5 retries. This means that, if the connection breaks, Jade will try to reconnect 5
times before giving up.
· Send 'keep alive' signal during transfers.

This is not selected by default. Select this option if you are having persistent connection problems.
Confirmations:
These are useful messages and reminders that Jade automatically displays. If you are unsure, it is
best to leave these selected.
· Confirm before publishing files (selected by default).

· Warn before deleting files from server (selected by default).
· Warn if remote folder does not exist (selected by default).

9.23 Printing and Exporting
Printing Overview
Printing a Flyer or Brochure
Printing a Booklet of Listings
Printing Property Events
Duplex Printing
Exporting Properties Data
Saving a PDF
Emailing a PDF

9.23.1 Printing Overview
There are two Print buttons for properties:
A. The Property Print button underneath the grid/records gives you a printout for a particular property.
(You can customize this Print button).
B. The Main Print button on the Tool bar gives you access to all printouts and you decide if they refer
to the selected property or to the properties displayed.
Using the Property Print button:

· Select the Print button at the bottom of the window to print the default template or, use the Print
button menu (the small arrow) to select a report from your pre-defined list.
· Select the printer icon at the top left of the window.
Using the Main Print button:

· Select the main Print button on the top toolbar.
· Highlight the template you want to print.
· Set the print range to Selected Property or All Displayed.
· Select Print to preview the report.
· Select the printer icon at the top left of the window.
· Set the printer options.
Tips:
· If you frequently need to print a report for a single property, add it to the button menu.
· Change the default template for the button itself to your choice of flyer or brochure.
· Some printer drivers may produce unsatisfactory results if you use 'Draft' settings. Select 'Normal'
or 'Best'.

9.23.2 Print a Flyer or Brochure
To print a flyer or brochure for a particular property:
Method 1:
Select Print below the property record - this will print the default template.
or
Choose a template from the Print button menu (the arrow to the right of the button).
Method 2:
· Select Print from the main toolbar at the top of Window.
· Open the Properties > Promotion folder
· Open the Flyers folder or the Brochures folder.
· Highlight a Print template.
· Check that the print range is set to 'Selected Property'
· Select Print.
To print flyers or brochures for multiple properties:

First, display the properties you want in the grid.
· Select Print from the main toolbar at the top of Window.
· Open the Properties > Promotion folder
· Open the Flyers folder or the Brochures folder.
· Highlight a Print template.
· Check that the print range is set to 'All Displayed"'
· Select Print.
Note: Always set your printer to 'Normal' or 'Best' quality when printing. 'Draft' quality printing may
not produce satisfactory results.

9.23.3 Print a Booklet of Listings
The "listings" templates are designed for booklet-style printing. The properties that are displayed in
the grid when you print will be included in the booklet.
· First, find the properties you want to include in your booklet.

· Then, select the main Print button on the Tool Bar at the top of the window. The Print window will
open.
· Open the Promotion folder and then, the Listings folder.
· Choose the type of Listings template you want to use.
· Make sure that the print range is set to All Displayed and that "Only Print Properties marked as
'Promote'" is checked. (The latter will ensure that you have not accidentally included a property that
should not be publicized).
See Duplex printing for information on how to print on both sides of the paper.
Tip:
If all of the images are not printing, you may need to free up computer resources. If so, close all
applications apart from Jade.

9.23.4 Print Events
To print the events of a particular property:
- On the Events tab, select Print.

- Select Details > Fact Sheet
- Set the Range to "displayed events".
- Select OK
To print a selected event

- On the Events tab, select Print.
- Select Details > Fact Sheet
- Set the Range to "selected event".
- Select OK
Examples of use
Example 1. Print a list of closing events that is sorted by date.
· At the top of the Events grid, click the Start header . This will sort all events by date (earliest to
most recent).
· Print the Fact Sheet for "displayed events". This will print the details of all closing events for this
property.
Example 2. Print a list of events that are due to start over the next 7 days.
· Click the small arrow to the right of the Start header

· Select Next 7 days
· Print the Fact Sheet for "displayed events".
Example 3. Print a list of events that involve a particular customer.
· Click the small arrow to the right of the Customer header

· Select the Customer.
· Print the Fact Sheet for "displayed events".

9.23.5 Duplex Printing
Printing on both sides of the paper is called 'Duplex printing' or 'double-sided printing'. The default
setting in the print templates is single-sided printing. If your printer supports duplex printing, you can
change the settings in a print template so that it prints on both sides.
Not all printers have this option. So, first check whether or not your printer supports it.
To set a print template to duplex:

· Tools menu > Print Templates Manager
· Double-click the template to open it in the editor.
· Select File > Page Set Up.
· At the bottom of the window, select Duplex > Horizontal or Vertical.
· Select OK > Close the template
"Horizontal" and "Vertical" refer to the way that you will be binding the pages.
If you are going to put a staple in the top
corner, or a spine along the side, you
should choose "Vertical" (binding the
pages like a booklet).
Vertical Binding
If you are going to put a ring binding

across the top of all pages (so that pages
should be flipped like on a flip-chart or
tablet), you would choose "Horizontal".
Horizontal
Binding

9.23.6 Export Properties Data
In Grid View:
· Find the properties you want to export.
· Setup the grid to export the fields you want or, load a grid layout that you have saved previously.
· From the Tools menu, select Export Grid and choose the format of file you want to create. This can
be a spreadsheet file, a text file or an HTML page.
Tips:
· Save your ideal grid layout. This way, you will be free to change the grid temporarily and restore it
to your ideal layout afterwards.
· Make regular export tasks easy by using a saved grid layout in combination with a saved grid filter.
Example: Exporting properties sold this month.

You have saved a grid layout called 'Sales' and a grid filter called 'Sales_this_month". By loading
both, you will be able to export your data in seconds and without thinking:
1. Tools > Grid Layout > Load grid layout ... select your 'Sales' layout.
2. Grid > Customize button > Open ... select your 'Sales_this_month' filter.
3. Tools > Grid Export ...

9.23.7 Save a PDF
Jade can automatically generate a PDF of any print template.
To save a PDF:
· From the Property menu, select Save as PDF.
· On the left panel, select the template.
· On the right panel, select whether you want to use the selected property or the displayed
properties.
· Choose the Low, Medium, High or Best quality for the PDF (the higher the quality, the larger the
PDF file).
· To see what your PDF will look like, select Preview.
· Select Save... and browse for where you want to save the PDF on your computer.
Related Topics
Email a PDF

9.23.8 Email a PDF
Jade can automatically generate a PDF of any print template, attach it to an email, address the email
to a contact and send it to your default email application.
To email a PDF:
· Select the Email PDF icon on the toolbar.
· On the left panel, select the template.
· On the right panel, select whether you want to use the selected property or the displayed
properties.
· Choose the Low, Medium, High or Best quality for the PDF (the higher the quality, the larger the
PDF file).
· To see what your PDF will look like, select Preview.
· Use the button with the 3 dots to select a contact. Do nothing if you want to leave the recipient
blank.
· Select the Email... button.
The message will open in your Windows email application. Here, you can edit the message and
send it in the usual way.
Note:
If you want to save the message in your email application's Drafts folder: Close the message. Move it
from your Inbox to the Drafts folder.
Related Topics
Save a PDF


Working with Contacts
Part
X
10 Working with Contacts
What is a Contact?
Create a New Contact
Email a Contact
Print a Letter to a Contact
Find Contacts
Find Contacts with the Grid
Import Contacts
Export Contacts
Create a New Company
Find Companies

Working with Contacts 188
10.1 What Is a Contact?
A contact is anyone you deal with in the course of your business. This includes owners, buyers,
agents, legal representatives and suppliers.
Contacts stored in this database are used throughout Jade Property Suite. For instance, when you
select the seller, purchaser etc for a property, you are selecting them from the contacts database.

10.2 Create a New Contact
· Select Contacts on the toolbar in the Main Window.

· Select Create.
Tips:
You may have many contacts in one company. If the company already exists in your database, you
can select it without re-typing.
Related Topics
Importing Contacts

10.3 Email a Contact
To create an email addressed to a Contact:

· Highlight a Contact in the Grid or open the Contact record.
· Select the Email icon on the toolbar.
Jade will create a blank email using the contact's email address and open it in your default email
application (e.g. Outlook, Outlook Express etc.).
If this contact has multiple email addresses, Jade will ask you to select the address or addresses
from a list.
Other ways you can send an email to a contact:
· Send a PDF to a contact, using the 'Email pdf' button on the Main Window.
· Respond to a customer enquiry using the Enquiries Manager.

10.4 Print a Letter to a Contact
Jade includes templates for creating your own standard letters to a Contact. If you have not created
your own versions of these yet, you can print the form letters to see how this works.
To print a letter addressed to a Contact:

· Highlight a Contact in the Grid or open the Contact record.
· Select the Print icon on the toolbar.
· Select Letters > Form Letter (A4 Paper) or Form Letter (US Letter Paper)
To create your own standard letters:

· Clone the template in the Print Templates Manager.
· Double-click the cloned version to open it in the Print Templates Editor.
· In the Detail band, right-click over the letter text and select Edit from the speed menu. This will
open the Rich Text Editor.
Make changes to the text in the letter. Then, close and save these changes.
When you close the template, you will be returned to the Print Templates Manager. Here, select
Template > Rename. Test your new letter by opening Contacts and selecting Print..
Other ways you can print a letter to a contact:
Letters to property contacts:

· Open a property record (or select it in the Grid). Select Print > Reports and Documents > Letters.
Letters about property events:

· Open a property record. Open the Events tab. Select Print > Letters.
Letters responding to customer enquiries

· Respond to a customer enquiry using the Enquiries Manager.

10.5 Find Contacts
There are several ways to find specific contacts.

· By typing a name.
· By using the contacts search panel.
· By using the display menu.
· By using the powerful features of the contacts grid.
To find all contacts who work in a particular company:

· In the Main Window, select Contacts.
· Select the Search icon from the Contacts toolbar.
· Enter the Company Name.
· Click the Search button
Or
· In the Main Window, select Companies.
· Highlight the company.
· Select Contacts (on the companies shortcut bar). A message pops up asking if you want to see all
contacts for this company.
· Select OK.
Related Topics
Finding Companies
Finding Enquiries

10.6 Find Contacts with the Grid
Find contacts by typing a particular value:

Click any column and start typing. Jade will start searching within that column as soon as you start to
type. To keep searching down press CTRL-ENTER, to keep searching up, press
SHIFT-CTRL-ENTER.
Sorting:
Click the column header to sort contacts by a particular column. Click the column header twice to
sort in reverse order. To sort by multiple columns, hold down the Shift key while you click the
headers.
Grouping:
Drag any column up into the group bar at the top of the grid to group on that column. You can even
drag multiple columns to create subgroups. For example, to group contacts by company, drag the
company name header to the group bar.
Once you have grouped your contacts in the way that you want, expand the group by clicking the plus
or minus sign ( means that this group is not expanded. means that the group is expanded).
When you expand a group to show the contacts it contains, these contacts can be used for printing.
Simple filtering:
Right click the small arrow on the right side of any column to set a filter.
If a filter is applied to the grid, this will be shown at the bottom of the grid:
· Switch your filter on and off by clicking the tick on its left.
· To clear the filter, click the X box.
Advanced filtering:
To perform an advanced search, select the Customize button. This will open the Filter builder
window:
Tips:
· The order of the columns in the grid can be changed by dragging and dropping column headers.
· Columns can be added and removed by using the grid column icon at the top left of the grid.
· You can save a filter if it is going to be useful to you again. The next time you want to use it, you
will be able to open it and run it straight away.
Related Topics
Exporting data from the Contacts Grid
Customizing the Contacts Grid
What is a filter?

10.7 Import Contacts
You can import contact details from From Microsoft Outlook, the Windows Address Book (Outlook
Express) or a text file.
To Import Contacts from Microsoft Outlook:

· On the File Menu, select Import Contacts from Microsoft Outlook.
· Jade automatically connects to MS Outlook's contacts database and finds records that contain data
on people (rather than on companies). For a record to qualify for inclusion in the contacts
database, the First Name, Middle Name or Last Name fields must contain data.
· If Jade finds that you are trying to import a record that already exists, you are prompted to make a
decision about whether or not to import the record. If you import this record from Outlook, it will
replace the record in Jade's database.
To Import Contacts from the Windows Address Book:

· On the File Menu, select Import Contacts from Windows Address Book.
· Jade automatically connects to the Windows address Book and prepares the import. It is a good
idea to check the entries in your address book before importing. You may find that there are many
entries with an email address in the First Name field.
To Import Contacts from a Text File:

Jade Property Suite lets you import contacts from any application that has an 'Export to Text File'
feature.
· Export contacts to a text file from the other application ( e.g. Export As CSV i.e. Comma Separated
Values).
· On the File menu, Select Import Contacts From Text File.
· Follow the steps in the Wizard.
If Jade finds that you are trying to import a record that already exists, you are prompted to make a
decision about whether or not to overwrite the existing record in the Jade database.
Choose:
· 'Yes', to replace the record in Jade's database.
· 'Yes to All', to replace any record that is found to be the same in Jade as the one being imported
· 'No', so that the duplicate contact will not be imported.
· 'No to All', so that only new contacts are imported.
Notes on Text Files:

A text file has no special formatting and is easily read by all PC programs. First, export the data from
MS Excel, MS Access etc. as a text file. Then, import that text file into Jade.
Because a text file is very simple, the database fields are not shown in columns. Instead, they are
separated by a character like a comma, a space or a tab. There are two main ways that you can set
up the data as text when exporting:
You can separate the columns (fields) by tabs to produce a Tab Delimited text file. Alternatively, you
can separate the columns by commas. This method produces a Comma Delimited text file, also
known as Comma Separated Values (CSV).
Which method you use depends on how the original data is organized. Try exporting and importing a
CSV file first. Jade's Import Contacts feature allows you to preview the results of an import before
proceeding. If the data is not appearing in the correct fields in the preview you should try out the
process with a Tab Delimited text file.

10.8 Export Contacts Data
To export contacts:
1. Display the contacts you want to export in the contacts grid (by searching or filtering).
2. Organize the grid so that it exports what you want and in the order you want it:
· Show or hide columns in the grid.
· Change the order of the columns by dragging and dropping the column headers.
· Sort the contacts if necessary by clicking on the relevant column header.
3. From the Tools menu, select Export Grid and choose the type of file you want to create. This can
be a spreadsheet file, a text file or an HTML page.
To save this grid layout for future exports:

· From the Tools menu, select Customize Grid > Save Layout to File
· Browse for a location where you want to save the layout and give the file a name.

10.9 Create a New Company
To create a new company record:

· Select Companies from the toolbar on the Main Window.
· Select Create.

10.10 Find Companies
· Select Companies from the toolbar in the Main Window.

· Highlight the company in the grid if you can see it/find it quickly by scrolling.
· Double click any column header to sort by that column e.g. double click Name to sort A-Z by
company name. (Double click a second time on any column header to sort in reverse order (Z-A).)
· Double click the company or select Details to open the record.
Tips:
Find all contacts in a company by selecting Contacts from the top of the companies window.
Related Topics
Finding Contacts


Working with Enquiries
Part
XI
Working with Enquiries 200
11 Working with Enquiries
What is an Enquiry?
Creating a new Enquiry
Selecting Customer Preferences
Responding to Enquiries
Removing Properties from a Hotlist
Finding Enquiries
Deleting Enquiries

11.1 What is an Enquiry?
Requests for information about your current or future listings are stored as enquiries. In effect, this is
your database of potential buyers and is an important tool for marketing your agency, your listings
and managing customer relations.
It allows you to
(a) respond immediately with relevant property details and
(b) follow-up the request with updates on matching properties.
When you are presenting your agency to a prospective client, the fact that you have a database of
potential buyers is an important selling point. (Enter your prospective seller's property details and
match it against current Enquiries: You will be able to say instantly how many potential buyers you
have for this property).
An enquiry record contains:

· A Hotlist of relevant properties,
· Rules for property matching,
· Contact details of the person making the enquiry,
· Instructions for responding,
· How they made the enquiry,
· Where they found out about your agency or listings
· Who in your agency is handling the request.
Each time a new potential buyer makes an enquiry about available properties, you have the
opportunity to establish an ongoing relationship. You can send these customers relevant property
details immediately by creating a record of their enquiry and using Jade's automatic response tools to
find the matching properties and generate the response.
There are many ways that you can use the enquiries database and its property matching tools. Jade
supports batch matching and two-way single property/enquiry matching. You can even ignore the
automatic matching features and select properties manually for each customer enquiry.
Related Topics
Creating a new Enquiry
Finding Enquiries

11.2 Create a New Enquiry
· Select Enquiries in the Main Window.

· Select Create.
· The enquiry Wizard is launched.
The Enquiry Wizard

When you create an enquiry, you gather all of the details needed to respond to a potential buyer
immediately and in the future. To make this easy, a wizard breaks the task into steps. You can cancel
the Enquiry Wizard at any time by selecting Cancel.
Step 1: Add all displayed properties to Hotlist?

Select Yes if you want all properties currently displayed in the Main Window to be added to the new
enquiry's Hotlist.
Step 2: Edit Hotlist

This step allows you to modify the Hotlist. To remove properties, first highlight them, then, select
Remove under the Hotlist. To add more properties, use the Hotlist button at the bottom of the Main
Window. You will be able to edit the Hotlist later if you like.
Step 3: Enter customer details

Fill in the customer details. All fields do not need to be filled. You must, however, record the
customer's Last Name. If the customer is already in Contacts, select the Customer.
Step 4: Enter customer's matching preferences

This is where you decide how to match properties to this customer in the future. If you do not select
any matching preferences, all properties for sale will be matched with this customer when you run a
batch match.
Step 5: Choose how to respond

Here you record how the customer wants to receive information from you (if at all). You can respond
by email and/or by postal mail.
Step 6: Choose how and when to delete enquiry details

In order to keep your database of customer enquiries up-to-date it is important that enquiries are
marked as expired after a certain time. The default setting is a date 30 days from 'today'. (This date
can be adjusted later by editing the Enquiry Details). The purpose of the 'Delete on Date' option is to
help you delete expired enquiries.
Step 7: Select enquiry source and type

At this step, if you can, find out what inspired the customer to get in touch (a newspaper ad, your own
website etc.). This will provide you with information about the number of enquiries that each of your
advertising investments is producing. The type of enquiry is almost always known and should be easy
to fill in.
Step 8: Select agent

Lastly, you must assign an agent to this enquiry. The name of this agent or representative will appear
as the signature on the email message and/or letter that you will send in response to the enquiry.
Related Topics
Responding to enquiries
Selecting Customer Preferences

11.3 Select Customer Preferences
New Enquiry Wizard

Step 4: Enter customer's matching preferences
This is where you decide how to match properties to this customer enquiry in the future.
Each of the preference options has a check box.

· Select the checkbox if you want a preference to be used for automatic matching.
· Do not select the checkbox if you want the preference to be ignored.
Example of use:
When interviewing, you realize that a customer is uncertain of what sort of property they really want.
· The location is probably more open than they have said.
· You think that the price range they have given you is very unreliable.
In this case:
· Select Match on Locations (to include this in matching).
· Select multiple locations (to widen the geographical area).
· Do not select the checkbox beside the price range (to eliminate this from matching).
· Enter the price range (for your own information).
By doing the above, all properties for sale (irrespective of price) in the selected locations will be
added to the customer's Hotlist when you run a match.
What if I don't know a customer's preferences?

Leave all options blank. The default Enquiries filter will automatically match properties that meet
basic conditions. You can edit the customer's preferences later if necessary.
Related Topics
Create a New Enquiry

11.4 Respond to Enquiries
To respond to a single enquiry:

· Select Enquiries from the toolbar in the Main Window.
· Highlight the enquiry.
· Select Respond.
Jade Property Suite will automatically generate an email message and/or a letter (depending on the
response method(s) chosen) with details of the matching properties. The Last Response date will be
automatically set when you send the email or print the letter.
To respond to all enquiries:

· Select Respond to All from the Respond button menu.
Tips:
You can edit individual email messages before sending them.
Related Topics:
Customizing Enquiries
Customizing the Enquiries Grids

11.5 Match Enquiries with Properties
To find properties that match an enquiry:

· Select Match.
To match all properties with all enquiries:

· Select Match All Enquiries from the Match button menu.
Note:
By default Jade Property Suite will only include properties that are marked "Promote" and the status
is 'For Sale'. To change this, you must edit the Enquiries Matching filter.
Related Topics
Matching a Single Property with Enquiries

11.6 Remove Properties from Hotlists
To remove a property from one enquiry's Hotlist:

· Select the property in the Hotlist grid.
· Select the Remove button.
To remove all properties from one enquiry's Hotlist:

· Select the Remove All button.
To remove all properties from all Hotlists, depending on their status:

· Select Hotlist menu > Remove > Remove on Status
· Use the checkboxes to find properties in all Hotlists.
· Select Remove.
Note: If you tick all checkboxes you can remove all properties from all Hotlists.
Related Topics:
Customizing the Enquiries Grids

11.7 Find Enquiries
The Enquiries Manager has three tools that you can use for searching:
· The Search Panel.
· The Display drop-down menu.
· The Grid.
Using the Display Drop-Down Menu:

The Display drop-down menu is an easy way to quickly find:
· All enquiries (All).
· Enquiries that were found by your last search (Search Results).
· All enquiries for which a first response has not been sent (Never Sent Only).
Using the Grid:

The enquiries grid has most of the tools available in the Properties Grid View, it has advanced filter,
grouping and sorting features.
Filtering
Filtering is another word for searching a database.
To filter on a field, use the arrow to the right of the column heading to open a list of values used in
all current enquiries.
Examples of use:
· If you want to show all enquiries for a particular date, click the arrow to the right of enquiry date,
and select the date you want from the list that appears. (If the date you are looking for is not in
the list, there are no current enquiries for that date).
· Use the Custom option to build a complex query.
Grouping
To group enquiries by a specific column, drag the column header to the group bar at the top of the
grid. (E.g. If you drag the Deletion Date heading to the top of the grid, all enquiries will be grouped
by the date on which they are due for deletion).
Sorting
You can sort enquiries by any column by double-clicking that column header.
To sort in reverse order (Z-A) double-click a second time.
Note: The grids can be customized so that only the columns you want are visible.

11.8 Delete Enquiries
Enquiries are not deleted automatically. You decide when to delete them. Expired enquiries that have
'Delete on Date' selected can be deleted in a batch.
To delete a single enquiry:

- Highlight the enquiry in the Grid.
- Select Delete from the toolbar.
To delete all expired enquiries:

- Select Enquiry > Check Deletion Dates.
Jade will finds all enquiries that are marked for deletion on a date earlier than 'today' and offer you
the possibility of deleting them as a batch.
Note: Only enquiries that have 'Delete on Date' selected will be found by this check. If an enquiry
does not have this option selected, you can edit the Enquiry Details > Maintenance tab.
Related Topics
Removing Properties from a Hotlist


Database Maintenance and Security
Part
XII
12 Database Maintenance and Security
What is a Backup?
Creating a Backup
Restoring a Backup
Connected Users
Checking and Repairing the Database
Setting a Password

Database Maintenance and Security 212
12.1 What is a Backup?
In general, a backup is a copy of a computer file or files.
Storing copies of important data is a standard office procedure and is a very serious security issue. It
may be more important than locking the door when you leave the office.
The copy created by Jade Property Suite's backup feature is a compressed file and has the extension
".jbk". By default, the Jade backup creates a copy of the data in your database. You can also choose
to back up your images, print templates, web design and web categories files. Unless you have a
specific reason for not doing so, you should create a backup of everything.
If you have a backup, your business can survive a disaster. Consider what you would do if your
office were to be destroyed: In a paper-based system, this would probably mean the end of your
business. If you had kept a backup of your Jade data outside of the office, you could continue
business from somewhere else.
You will be glad you have a recent backup outside of the office in these situations:
· Computer virus infection;
· Accidents (e.g. fire, water damage, data deletion);
· Computer breakdown;
· Power failure in the office;
· Theft of computer;
· Natural disaster (e.g. a flood, earthquake or tornado);
· Sabotage (e.g. deliberate deletion of data).
The importance of creating a backiup frequently should not be underestimated.
Related Topics
Creating a Backup
Restoring a Backup

12.2 Create a Backup
1. If you are running Jade Property Suite on a network, close Jade on all other computers. (You can
see if anyone else is connected under Administration > Database > Connected Users...)
2. Select Administration > Database > Backup...
3. Browse for the drive (and folder, if any) where you want to store the backup file.
4. Select Next.
5. Select the components you want to backup (if in doubt, select everything).
6. Select Finish.
7. Select OK.
Jade automatically names the backup with the date it is created. You can change this name by typing
something else.
If you want to create several backups on the same day, you might add a number to the end of the
date e.g.
E:\Jade Backup 4 August 2004 (2) .jbk
E:\Jade Backup 4 August 2004 (3) .jbk
Tips:
· Store backups on portable media e.g. CD, DVD, portable hard drive or ZIP drive.
· Backup frequently. (How often you backup depends on how many data changes you are willing to
risk losing).
· Take at least one full backup out of the office every day or every week.
· Store backups in several different places (e.g. different DVDs).
Related Topics
What is a Backup?
Restoring a Backup

12.3 Restore a Backup
2. Select Administration > Database > Restore...
3. Browse for the backup file.
4. Select Open.
5. Select Next.
6. Select the components you want to restore (only those components that were backed up are
available).
7. Select Finish.
Tip:
You can use Restore to import data into Jade on your laptop.
Related Topics
Creating a Backup
What is a Backup?

12.4 Check and Repair the Database
2. Create a Backup of your database for security.
3. From the Main Toolbar, select Administration menu > Database > Maintenance > Check and
Repair..
4. Select OK.
If corruption is very severe, Check and Repair may not be able to fix the problem. In this case, you
should restore your last good backup.
Tips:
· If you have a computer crash or a power surge while editing a record in Jade, the database can be
affected. If necessary, Check and Repair the database after an event like this.
· Check and Repair can resolve many issues that arise from anomalies in your computer system.
· Your best guarantee of reliable computer performance is a good operating system.
· Use a good anti-virus program like AVG. If your database has been damaged by virus infection,
make sure that you eliminate the problem.
· Make sure that your computer system is protected against power surges/drops.
· Make sure that all cabling (network and power) is securely connected.
Related Topics:
Database Corruption

12.5 Connected Users
When sharing the database on a network, some administrative tasks need Jade to be closed on all
other computers. The Connected Users console allows you to see who is currently connected to the
database:
Select Administration > Database > Connected Users
Username:
This is the Windows user name.
Computer Name:
The name or number that identifies the computer.
Login Time:
The time that the user last launched Jade.
Last Active:
The last time the user performed some action in Jade.
Related Topics
Troubleshoot Connected Users Error

12.6 Set a Password
You can restrict access to Jade Property Suite by setting a password.
· If you are sharing Jade Property Suite on an internal network, close Jade on all other computers.
· Check that no other users are connected (Administration > Database > Connected Users...)
· Select Change Password from the Administration menu.
· Check "Ask for Password at Jade startup".
· Enter password.
· Retype password.
· Select OK.


Troubleshooting and FAQs
Part
XIII
Troubleshooting and FAQs 220
13 Troubleshooting and FAQs

Troubleshooting
· Troubleshooting Guide
· Troubleshoot Web Publishing
· Error #11013 Access Denied
· Code 5 Access Denied
FAQs
· My local currency is not showing up in Jade
· My agency name does not fit on the flyer/brochure
· How do I set the 'Home' link on my web pages?
· Will the web pages generated by Jade work on my website?
· Can I change field labels?
· My language characters are not displayed correctly
· Moving to a new computer
Read FAQs on JadeTools.com

13.1 Troubleshooting Guide
1. Reboot your computer.

This could resolve the problem immediately.
2. Check that your anti-virus software or firewalls are not blocking Jade.
This accounts for the majority of all problems reported. To check if Jade is being blocked:
· Disable your anti-virus software and see if the problem is resolved.
· If the problem is resolved - configure the anti-virus software to allow Jade. Most softwares have a
feature where you can add programs to an 'allowed list of applications' or to a list of 'exceptions'.
Add jade.exe to the list. Don't forget to enable your anti-virus software again.
· If necessary, check your firewall(s) in the same way.
· If necessary, check any anti-spyware software in the same way.
3. If you have a problem with web publishing, check your FTP server settings.
· See how to Troubleshoot Web Publishing.
4. If you receive an error message called #11013:

· See Error #11013 Access Denied for instructions.
5. If you receive an error message called Code 5 Access Denied:

· See Code 5 Access Denied for instructions.
6. If you have had a computer crash and suspect data corruption, run Check and Repair.
· See Check and Repair Database for instructions.

13.2 Troubleshoot Web Publishing
1. Check that you have entered the FTP server details correctly.
· The most common mistake is to include "ftp://" in the FTP server box. If your web host has told you
that your FTP server is "ftp://etc." remove the "ftp://" part. The name should look like this:
"somedomain.com" or ftp.somedomain.com".
· Make sure that the username and password are correct.
· Use the Test Connection button. If this is successful, your FTP server details are correct.
2. Check that your anti-virus software or firewall(s) are not blocking Jade.
· See Troubleshooting Guide
3. Try reducing the number of simultaneous connections to 1.
· In the Web Publisher window, select Publish.

· From the Options menu, select Publish Options. Here, lower the number of simultaneous
connections to 1.
Related:
Handling broken connections to your web server
Troubleshooting Guide

13.3 Error #11013 Access Denied
"Error #11013" message
There are two situations in which you might get this error message.
1: If the error message has the Temp folder at the end

(e.g. c:\docume~1\admini~1\locals~1\Temp\):
Some anti-virus softwares block 'write access' to temporary files. The ability to write to temporary files
is essential for many computer programs to work - Jade being one of them. Try to run Jade with the
anti-virus software switched off. If you no longer get this error message, then you will know that the
source of the problem is your anti-virus software. See Troubleshooting Guide.
2: If the folder identified in the error message is NOT the Temp folder:
· Make sure that permissions on the shared Jade Property Suite folder are set correctly.
· If you are sharing data on a network, this folder must be 'shared' and you should have full
read/write permission.
· Double check that you have followed all of the steps for installing on a network.
Related:
Code 5 Access Denied

13.4 Code 5 Access Denied
"An error occurred while trying to replace an existing file: Delete file failed Code 5. Access
Denied"
Another application may have a lock on a file used by Jade.
· Restart the computer. This will cause the application that has the file locked to release it.
· If you see this message when installing Jade, make sure that no other application is running
(always close down applications before installing software).
Related:
Error #11013 Access Denied

13.5 My local currency is not showing
Jade Property Suite uses your default Windows currency. If your local currency is not being used,
change your settings in Windows:
· In Windows, open the Control Panel.

· Open Regional Settings.
· Open the Currency tab.
· Select your currency.

13.6 My agency name does not fit on the flyer
If your agency name is not showing correctly at the top of a flyer or brochure template, you need to
adjust the font size by editing the template.
Open the print template in the Editor:

· Administration menu > Print Templates Manager
· Find the template you want to edit.
· Double click to open it.
· Click the Agency Name and change the font size.
· Preview your change by selecting the Preview tab.
· Close the template and select 'OK' to save when prompted.
Related Topics
Formatting text in a Print Template

13.7 Web hosting requirements
Web hosts usually offer a standard package for business users that will meet your
requirements.
· Most standard packages have PHP support. You will need this to use Jade's web search for
your listings.
· Your web host can have a Windows or a Unix server. Jade generates static HTML (i.e
ready-made web pages and processed images) so, you do not need to worry about the type of
server your web host uses.
· You do not need database support on your web hosting account. Your database will not be on
the web server.
In summary:
If you already have a website hosted on a standard web hosting account, you should be able to use
Jade to publish your listings without any problem.
If you do not have a website yet, get a standard web hosting account.
Note:
Free web hosts are usually not suitable. You will need full FTP access in order to upload your files.
Related Topics:
Setting up the Web Publish Location
Publishing Properties to the Web

13.8 Can I Change Field Labels?

On the software interface, each database field has a label. For example, on the main tab of the
property record, the status field is labeled 'Status', the market field is labeled 'Market' etc.
The labels you see on the interface explain the purpose of the field in question. As far as possible,
the terms used are generic i.e. they are not specific to a particular country or region. With the
exception of the custom field names, the interface labels cannot be changed.
Labels you can change

The fields on the Custom tab of the property record can be labeled by you. To change the labels on
the custom fields, select Administration > Database > Custom field names
Labels in your printed materials, web pages and 'Quick View', can be changed. For example, if 'plot
size' , 'lot size' or 'parcel size' is more familiar to you (or your customers) than 'plot area', you can
change these text labels in the print templates and web design (HTML code).
Summary
You can only change the interface labels for the custom fields. You can change the texts on your web
pages and print templates.
Related topics
Editing Jade HTML code
Editing a Print Template
Custom Field Names

13.9 What is a Filter?
When you search a database, the criteria you use for the search are collectively known as a 'filter'.
You might think of a filter as a way of restricting the search so that only certain results can get
through. For example, the words you type in a search engine are a filter.

13.10 My language characters are not displayed correctly
1) In Web Pages
If characters are not displayed correctly in web pages generated by Jade, the document encoding
needs to be changed:
· In Jade, select Administration> Web Publish Options > Edit Web Design.
· From the Edit menu, select Web Options > HTML tab.
· Set the Document Encoding to Unicode (UTF-8) or, to the encoding for your language.
Jade will use this encoding when generating web pages with this web design file.
2) In the Database
If characters do not show up properly in the database itself, the Windows settings need to be
adjusted:
· In Windows XP select Start menu > Settings > Control Panel.

· In the Control Panel select Regional and Language Options.
· Select the Advanced tab.
· Set the Language for non-Unicode programs to use. For example, if you want to use Greek as the
default language for inputting data in Jade, select Greek from the drop-down menu.

13.11 Moving to a new computer
When you buy a new computer, you can transfer the database and your other files quickly.
You will need:

- A note of your FTP server settings and remote folder (Web Publisher > Publish > Edit Location)
- The installation file for the software.
- A recent backup made in the version of Jade Property Suite you are installing.
If you are transferring to the Vista operating system, you must be using version 5.5 or later. The
latest version can be downloaded from www.jadetools.com
To move Jade to a different computer:
1. Install Jade on the new computer.

2. On your existing computer, make a full backup and put it on some portable media (e.g. DVD, CD
etc).
3. On the new computer:
· Put the backup file on the Desktop.
· Open Jade and select Administration > Database > Restore.
· Browse for your backup on the Desktop.
Note: Jade will ask you where to put the Web Design, Quick View Design and Web Categories files.
Put them somewhere that you will be able to find them.
Once you have restored, there are a few other things that you will need to adjust:
· Administration > Web Publish options. Select your web design and web categories files. Choose an
output folder.
· Administration > Quick View options. Select your quick view design. Choose an output folder.
· Web Publisher > Publish > Options > Edit Location. Enter your FTP server settings and remote
folder.
When you are satisfied that everything has been transferred successfully, uninstall Jade and delete
the database from the old computer.
NB: If you are disposing of an old computer, take extra care that all files containing confidential data
are destroyed. Best practice is to ask your IT support to wipe the hard disk.

13.12 Troubleshoot Connected Users
If you get an error message saying that the ConnectedUsers table is corrupt (or its header is
corrupt), something has happened on your computer system to damage this file.
To fix corruption of the connected users data:

1. Make sure you know where the database is located. You can find this via Administration >
Database > Jade Data Location.
2. Close down Jade on all computers.
3. Go to the Data folder (via Windows Explorer) and delete all files called ConnectedUsers.*
e.g.ConnectedUsers.idx and ConnectedUsers.dat (Tip: View the folder contents as a list so that
you can read the filenames.)
The next time you launch Jade, new versions of these files will be created.
Related Topics:
Database Corruption
13.13 Database Corruption
If you get an error message that contains the word 'corrupt' or 'corruption', this means that some
event on your computer system has damaged your database.
Events that can damage files on your computer include (but not limited to):
· Power surge/outage.
· Virus infection
· Operating System crash.
What you can do to fix damage to your database:
- First, read the error message.
- If the error message says that the ConnectedUsers table is corrupt (or its header is corrupt), follow
the instructions for fixing the connected users table.
- If the error message mentions corruption in some other table/header, follow the instructions to
Check and Repair the database.
Related Topics:
Check and Repair the Database

Appendices
Part
XIV
Appendices 234
14 Appendices
Naming Conventions
Keyboard Shortcuts
File Extensions

14.1 Naming Conventions
Database Image Names

When you load an image in the properties database, Jade names the image after the Property ID.
Naming of first image:

"property" + "_" + ID# + filename extension.
Naming of other images:

"property" + "_" + ID# + serial# + filename extension.
Example - Loading images in the Property 4 record:

· The first image you load for property 4 will be called "Property_4.jpeg".
· The next image you load for property 4 will be called "Property_4_2.jpeg" etc.
Web Image Names

The Property ID is used by Jade to name web images.
Default image:
"property" + ID# + filename extension.
· Example: "property4.jpeg"
Other property images:

"property" + ID# + "_image" + serial# + filename extension.
· Example: "property4_image1.jpeg", "property4_image2.jpeg" etc..
Thumbnail images:
"property" + ID# + "_thumbnail" + filename extension.
· Example: "property4_thumbnail.jpg"
Category Web Pages

The filename for category web pages can be edited in the Web Categories file. When you create a
new category, Jade automatically assigns its name to the filename. You can change the filename if
you wish.
First page in a category:

category filename + filename extension.
· Example: "listings.html".
Subsequent pages in a category:

category filename + serial# + filename extension.
· Example: "listings2.html"
Property Web Pages

Jade uses the ID to name the property web pages it creates. If the property belongs to a category,
the category name is appended at the start.
Property page:
categoryname + "property" + ID# + filename extension.
· Example - web page created for Property 4 in a category called 'Listings':
"listings_property4.html".
Property search page:

"search" + "_" + "property" + ID# + filename extension.

Appendices 236
· Example - web page created for Property 4: "search_property4.html".

14.2 File Extensions
Jade Property Suite uses the following file types:
Name Extension Editable with

Jade Database Backup: .jbk N/A
Jade Web Design: .jwd Jade Web Design Editor
Jade Web Categories: .jca Jade Web Categories Editor
Jade Print Template: .rtm Jade Print Template Editor
Jade Print Template Data .dtm Jade Print Template Editor
View:
Jade Properties Grid Layout .jpgrid Jade Properties Grid Tools
Jade Contacts Grid Layout .jcgrid Jade Contacts Grid Tools
Jade Enquiries Grid Layout .jegrid Jade Enquiries Grid Tools
Jade Enquiry Hotlist Grid .jhgrid Jade Enquiries Grid Tools
Layout
Jade Saved Search Filter: .flt Jade Grid Filter Builder
Grid data can be exported to these file types:

MS Excel .xls MS Excel
Text File .txt Text Editor (e.g. Notepad)
Web Page .html HTML Editor (e.g. Dreamweaver, Frontpage etc.) or
Text Editor (e.g. Notepad)
Print Templates can be exported/saved to these file types:

PDF .pdf Acrobat Distiller
RTF Document .rtf Rich Text Editor or Word Processor (e.g. Word or
Wordpad)
Text File .txt Text Editor (e.g. Notepad, Wordpad)
HTML Document .htm HTML Editor (e.g. Dreamweaver, Frontpage etc.) or
Text Editor (e.g. Notepad)
Web Pages created by Jade Property Suite can have the following extensions:
.asp
.aspx
.html
.htm
.php
.shtml

Appendices 238
14.3 Keyboard Shortcuts
Here are some of the most useful keyboard shortcuts:
F1 = Help
F5 = Properties Grid
F6 = Property records
F7 = Quick View
Ctrl+F = Search Panel
CTRL+PageDown = Next Record

CTRL+PageUp = Previous Record
CTRL+C = Copy
CTRL+X = Cut
CTRL+V = Paste
CTRL+A = Highlight all
Windows key+M = Minimize all open Windows

ALT+F4 = Close the current window, or close down Jade


Index 240
print templates 57
Index Connected
users 216
ConnectedUsers 232
Contact
-A- what it is 188
Activate Contacts
web search 98 customizing 26
emailing 190
Add
exporting 195
a property to the enquiry hotlist 156
finding 192
agency details to a web design 96
grid 193
Agency Details
importing 194
in web pages 96
letters 191
on a print template 67
new record 189
setting up 17
print templates 56
Agency Logo
Contacts Manager 187
hyperlink in web pages 112
Copy
size in web pages 97
a property record 146
Agency name
Corrupt
on print template 226
ConnectedUsers table 232
Appendices 234
database tables 232
Create
-B- a backup 213
a new company record 196
Backup a new contact record 189
how to 213 a new enquiry record 202
restoring 214 a new property record 146
what it is 212 a new web design 103
Benefits new web categories 133
of Jade Property Suite 2 web pages 173
Crumbtrail 100
-C- Currency
default 225
Centering Custom fields 22
components in a print template 70 Customization 16
Characters Customize
troubleshooting 230 confirmations 31
Clear environment options 31
images 149 field names 22
Colors search panel defaults 31
in a print template 66 the contacts grid 26
in a web design 94 the enquiries grid 27
Companies the hotlist grid 27
contacts 192 the menus 19
finding 197 the properties grid 23
new record 196 the property print button 25

Customize centering in a print template 70

web pages 91 colors in a print template 66
component alignment in a print template 69
component size in a print template 71
-D- data loaded filters 33
enquiry email response message 39
Data loaded
enquiry postal mail response letter 38
filters 33
fonts and styles in a web design 95
menu 158
html code in a web design 108
Data View 85
navigation in a web design 100
Database
page colors in a web design 94
checking and repairing 215
print template fields 68
corruption 232
stylenames in html code 121
corruption of ConnectedUsers 232
text in a print template 65
default currency 18
Email
image names 235
a Contact 190
image options 34
a PDF 184
troubleshooting 232
SMTP 32
viewing 159
Email response
Default Image 149
message 39
naming 235
Enquiries
Defaults
customer preferences 203
for a print template 53
customizing 37
for the property 17
customizing the grid 27
Delete
deleting 208
a property 157
editing email response message 39
an enquiry 208
editing postal mail response letter 38
images 149
editing the matching properties filter 45
Disclaimer how you respond by email 46
default text 17 matching 205
style name 121 print templates 58
Display removing properties from hotlist 206
a selection of properties 154 responding 204
contacts with the grid 193 searching 207
properties with grid view 169 Enquiries Manager 200
properties with quick view 160 Enquiry
Document Encoding adding a property to 156
troubleshooting 230 creating 202
web pages 107 what it is 201
Double-sided printing 181 Environment Options 31
Duplex printing 181 Error
# 11013 223
-E- # 8961 232
Corrupt Connected Users 232
Edit Error Messages
a print template component's source 75 Code 5 access denied 224
a print template query 78 Error 11013 223
a web design 92 Events 152
Index 242
Events 152 text in a print template 64

print templates 59 Forum 4
Export FTP
a print template data view 85 server settings 29
contacts 195 FTP server
images 149 troubleshooting 222
properties 182
External HTML Editor 119
-G-
-F- Getting Started 6
Grid
FAQs 220 customizing for contacts 26
Field Labels 228 customizing for enquiries 27
File Extensions customizing for properties 23
*.dtm 237 customizing hotlist 27
*.flt 237 exporting 182, 195
*.jbk 237 filtering 169, 193
*.jca 237 grouping 169, 193
*.jcgrid 237 layout 23, 26
*.jegrid 237 layout file extension 237
*.jhgrid 237 searching 169, 193
*.jpgrid 237 sorting 169, 193
*.jwd 237 Grid View 162
*.rtm 237
Filter
contacts grid 193 -H-
data loaded 33 Hide
enquiries 45
agency details in web pages 96
file extension 237
agency details on a print template 67
properties grid 169
'Home' link 100
web categories 137
Hotlist
web search 99
customizing the grid 27
what it is 229
Hotlist,
Find
automatic matching 203
companies 197
remove properties 206
contacts 192
contacts in a company 192
contacts with the grid 193
enquiries 207
-I-
enquiries that match a property 155 Image
print template 51 names 235
properties with grid view 169 Image Resolution
properties with search panel 168 web pages 107
Fonts Image Viewer 149
changing in a web design 95 Images
in a print template 64 changing size on web pages 101
Format clearing 149

Images a hotlist grid layout 27

deleting 149 a properties grid layout 23
exporting 149 an enquiries grid layout 27
loading 149 data 158
processing 149 images 149
resize in a print template 77
sorting 149
viewing 149 -M-
Import Master Records 19
a print template 54 Match
a print template data view 85
enquiries with properties 205
contacts 194
one property to enquiries 155
Install
Matching
on a network 12
filter 45
standard 11
Moving
to a new computer 231
-J-
Jade HTML Code -N-
editing 108
Naming Conventions 235
optimizing for search engines 120
Navigation Options 100
previewing changes 118
Network
style names 121
installation 12
what it is 109
New
Jade Property Suite
property event 152
customizing 16
property image 149
getting started 6
property room 151
installing 11
installing on a network 12
overview 2
support 4
-O-
system requirements 10 Open
uninstalling 13 another categories file 140
web hosting requirements 227 another web design 104
Optimizing Jade HTML Code 120
-K- Overview
of Jade Property Suite 2
Keyboard
shortcuts 238
-P-
-L- Postal mail response
letter 38
Language Preview
troubleshooting 230 changes to a web design 102
Load changes to HTML code 118
a contacts grid layout 26 web pages 173
Price ranges

Index 244
Price ranges printing 177

Web search form 116 publishing to the Web 174
Print renumbering 153
a booklet of listings 179 saving as PDF 183
a flyer or brochure 178 selecting 154
duplex option 181 sorting 167
events 152 Property
properties 177 creating 146
property events 180 deleting 157
Print Template events 152
aligning components 69 excluding from publicity 165
changing the data source of a component 75 floor area and plot area 148
edit a label 65 images 149
editing a query 78 matching 155
file extension 237 printing 177
finding 51 renumbering 153
inserting a field 68 rooms 151
sorting properties 76 seller/owner 147
Print Template Data View Property ID
file extension 237 changing 153
Print Templates sorting by 169
adjusting Agency Name 226 sorting web listings by 138
cloning 52 used in filenames 235
creating folders 52 what it is 164
for Companies 57 Property Print Button
for Contacts 56 customizing 25
for Enquiries 58 using 177
for Events 59 Publishing
for Properties 60 broken connections 175
import or export data view 85 Publishing Properties to the Web 174
importing and exporting 54
manager 52
renaming 52 -Q-
resize images 77
Quick View
setting preferences 53
using 160
Print Templates Editor 63
what it is 161
Print Templates Manager 50
Processing
images 149 -R-
Promote 165
Records 163
Properties
customizing 23 Repairing the Database 215
emailing a PDF 184 Requirements 10, 227
entering measurements 148 Resize
exporting 182 agency logo in web design 97
grid 169 components in a print template 71
loading images 149 database images 34
print templates 60 images 101

Resize contacts 192

print template images 77 enquiries 207
web page thumbnails 101 properties 167
Restore a Backup 214 properties in a print template 76
Rooms 151 properties in a web category 138
rooms, tags 129 property events 152
property images 149
property rooms 151
-S- web categories 135
Support 4
Sales Tax 17
Save
a contacts grid layout 26
a database backup 213
-T-
a hotlist grid layout 27 Tags
a PDF 183 common to all HTML pages 123
a properties grid layout 23 in category pages HTML 124
a web design 103 in enquiry response message 44
an enquiries grid layout 27 in property pages HTML 128
Search in search form HTML 126
phone numbers 193 Text Files 194
Search form, code, example 127 Thumbnails
Select size 101
a web design for web publishing 105 Troubleshooting 215, 220, 221
properties 154 database corruption 232
seller/owner details for a property 147 error messages 223, 224
web categories for web publishing 141 language issues 230
web publish options 28
Set up
a password 217
-U-
agency details 17 Uninstalling 13
database image options 34 Users
default currency 18 connected 216
preferences for a print template 53 sharing the database 12
web image options 107 Using
web publish location 29 an external html editor 119
Setting a Password 217 properties search panel 168
Settings quick view 160, 161
default currency 18 the print templates editor 63
default print range 53
default values for new property 17
enquiries 46 -V-
FTP server 29
VAT 17
web images 107
web publishing 28 Vendor 147
Sharing View
the database 12 images 149
Sort Views of the Properties Database 159

Index 246
what it is 172
Web Search
-W- activate 98
buttons 98
Watermark
filter 99
web images 107
options 98
Web Categories
previewing 118
create new 133
price ranges 116
file extension 237
search form design 115
filter 137
style 98
opening another file 140
Web thumbnails
selecting for web publishing 141
resizing 101
sorting 135
size 101
what they are 132
What is
Web Categories Editor 131
a backup 212
Web Category
a contact 188
sorting properties 138
a filter 229
Web Design
a web categories file 132
adding a hyperlink to agency logo 112
a web design 93
changing navigation 100
an enquiry 201
changing page colors 94
Jade html code 109
creating 103
quick view 161
editing 92
the properties grid 162
file extension 237
the property ID 164
formatting text 95
the records view 163
opening another design 104
web publishing 172
previewing changes 102
selecting for web publishing 105
showing or removing agency details 96
what it is 93
Web Design Editor 92
Web Images
adjust quality 107
watermark 107
Web Pages
creating 173
customizing 91
document encoding 107
image quality 107
naming 235
uploading 174
Web Publish Options 28
Web Publisher 173
Web Publishing
access errors 222
broken connections 222
set up web publish location 29
troubleshooting 222

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Jade Property Suite 6

(c) JadeTools.com 2001-2008

Part I Introducing Jade Property Suite 2

Part III Getting Started 6

Part V Customizing Jade Property Suite 16

Part VI Customizing Enquiries 37

Part VII Customizing Print Templates 49

Part VIII Customizing Web Pages 91

(c) JadeTools.com 2001-2008

Part IX Working with Properties 144

(c) JadeTools.com 2001-2008

Part X Working with Contacts 187

Part XI Working with Enquiries 200

Part XII Database Maintenance and Security 211

(c) JadeTools.com 2001-2008

Part XIII Troubleshooting and FAQs 220

Part XIV Appendices 234

(c) JadeTools.com 2001-2008

1 Introducing Jade Property Suite

· Connect everyone in your office to one shared database.

(c) JadeTools.com 2001-2008

Frequently Asked Questions

Quick Start Tutorial

(c) JadeTools.com 2001-2008

(c) JadeTools.com 2001-2008

(c) JadeTools.com 2001-2008

(c) JadeTools.com 2001-2008

4.1 System Requirements

The minimum system requirements for Jade Property Suite are:

· Windows 2000/XP/Vista or better (NTFS file system)

(c) JadeTools.com 2001-2008

4.2 Install Jade Property Suite

1. Download the latest version from jadetools.com.

(c) JadeTools.com 2001-2008

4.3 Install Jade Property Suite on a Network

Before you start,

Installing on the host computer:

Installing on another networked computer:

1. Log on as Administrator on the computer.

(c) JadeTools.com 2001-2008

4.4 Uninstall Jade Property Suite

· Open the Windows Control Panel.

(c) JadeTools.com 2001-2008

(c) JadeTools.com 2001-2008

5 Customizing Jade Property Suite

What you should customize first:

Making the interface more comfortable and efficient:

The design/content of the files Jade generates:

Website and email settings:

(c) JadeTools.com 2001-2008

5.1 Enter Agency Details

1. Select Agency Details from the Administration Menu

If your Agency has no branch offices:

(c) JadeTools.com 2001-2008

5.2 Change the Default Currency

(c) JadeTools.com 2001-2008

5.3 Customize the Drop-down Menus

To change the lists used in menus:

Advice and Tips for customizing the Master Records

1. The Status list

The default list (before you change it) is as follows:

Example of a customized Status list:

(c) JadeTools.com 2001-2008