The Service Report Options Tab

The Service Report Options tab allows you to view or edit the information you entered for the Service Report Text, Report Content, Service Report Footer, Agent Contact Info, and Service Report Colors fieldsets of the Add Service Report form. The default values for these are set on the Listing Service Reports Setup tab and Closing Service Reports Setup tab.

Topics related to this screen
Fields available on this screen

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Listings	From the Service Report screen, select the Marketing Data tab.

TOPICS RELATED TO THIS SCREEN
FEATURE	PROCEDURES
Listings	Listing & Closing Service Reports Recording a Service Activity Editing or Deleting Service Activities Service Reports Adding a Service Activities Report Viewing and Editing a Service Report Publishing and Sending a Service Report Applying a Service Report Plan

FIELDS AVAILABLE ON THIS SCREEN
FIELDSET	FIELD	COMMENTS
Service Report Text	Services Performed Header	This field provides the title for an introductory paragraph that precedes the list of services that you have performed.
	Services Performed Body Text	This field provides the introductory paragraph that precedes the list of services you have performed. You can define any number of paragraphs by clicking the Add link and adding a new title and paragraph in the in-line control. Any changes you make to the paragraph in the text field will automatically be saved as the new content for that particular Body Text entry.
	Summary Remarks Header	This field provides the title for the closing paragraph of the service report.
	Summary Remarks Body Text	This field provides the closing paragraph to your service report. You can define any number of paragraphs by clicking the Add link and adding a new title and paragraph in the in-line control. Any changes you make to the paragraph in the text field will automatically be saved as the new content for that particular Body Text entry.
	Other Comments Header	By default, this field provides the title for the "Questions" section of the service report, which you can use to urge the contact to call you with any questions or concerns.
	Other Comments Body Text	By default, this field provides the text to your "questions" section, which you can use to urge the contact to call you with any questions or concerns.
Report Content	Include Property Photo	If Yes, the default photo used will be the default front view of the property.
	Photo to show on report	All possible views will be available, regardless of whether or not there is actually a photo available for the view.
	Include Showing Agent Name	If Yes, the "Showing Agent" defined in any showings you have performed for the listing will be displayed.
	Include Cash Expenses Total	Refers to the cash expenses defined in the report's service activities, not any expenses defined in your financial functions.
Service Report Footer	Include Agent Name? Include Agent Designation Include Company Name Include Company Website?	If Yes, will draw the values from the information defined in the My Info tab.
Agent Contact Info	Include Home? Include Mobile? Include Business? Include Pager? Include Fax? Include Email? Include Website?	If Yes, will draw the values from the information defined in the My Info tab.
Service Report Colors	Section Header Color Divider Color Primary Font Color Secondary Font Color	The color palette pop-up will help you choose colors for your reports. Barring that, you can define your colors as hexadecimal values.