August 2008

Instant Software is the leading supplier of technology solutions for the Vacation Rental Management industry
FIRST RESORT TIPS AND TRICKS - August 2008

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Interesting Shortcuts and features

Have you ever asked yourself any of the questions below when using First Resort? The software has some interesting shortcuts and features that can make your job easier. You may already know some of these, but we hope you’ll learn something new.

 “I’m running my occupied properties report and forgot what today’s date is!”

  • You just need to enter a T in any date field to automatically input today’s date.

 “Got the date in, but I can’t remember what I’m supposed to put in all those fields.”

  • You can set up screen defaults, which allow the information you want in the report fields to appear every time you access that screen. First hit Ctrl F5, then set up the report fields how you want them to appear, hit F10 and then choose user level. This is especially helpful for reports and the availability search at R-C.

 “Now I viewed the report, but I really wanted to print it.”

  • When the report is viewed on your screen, just hit the “P” key and you will be prompted to print it. Please note that you can only view about 35 pages of any report so if the report is longer, you will either need to print it or send it to file.

 “What do you mean….send to file?”

  • Any report in the software can be exported to a file. Instead of hitting P to print or V to view, enter “F” to send to file. Save it with an extension of .txt (i.e. arrivals.txt). This will save in your accounts folder, where your First Resort data is located. However, you can save the file to a different directory. If you want to save it into the FRS folder on your C: drive, at the prompt for the file name enter: “C:\FRS\arrivals.txt”. You can then open the file in another program, such as Word or Excel.

 “I’d love to have a list of my guest’s e-mail addresses, but I don’t see a report for that.”

  • We can create a simple letter logic letter that will allow you to pull a list of guest e-mail addresses. Just like the other reports, it can be saved as a text file (.txt)

 “Great. If only we didn’t have to go to O-E each time to enter an e-mail addresses.”

  • By setting up a custom reservation screen, we can add a field for e-mail address on the face of the folio. This usually means that another field, such as Address 3, must be removed in order to make room for the new field.

 “This new e-mail field is great, but it’s so hard to hit enter over and over to get to the deposits in box 7!”

  • You can easily move through the boxes of a folio screen or work order by hitting Alt and the box number. Hit Alt 7 and your cursor will move to box 7. Also, your tab key will move you 5 spaces.

 Hope this helps make your job a little easier. The First Resort Client Care team is always available to provide you with more useful information.

 

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