To open a presentation: From the Presentations menu, select My Presentations. Select the presentation to edit and click the View or edit action menu item.
The instructions below describe the steps required to edit your presentation pages.
To edit a presentation's pages
Click the View or Edit Presentation action menu item.
Select from the drop-down list box the page to edit.
Click the Edit page action menu item to view the presentation pages in edit mode.
Use the word processor editing area to make any formatting changes to the page. For more information, see "Word processor".
To display comparables on the current page, click Insert comparables. More Info:
From the Insert comparables window, select a comparable type from the drop-down list.
Select the page layout for the comparables and click OK.
A frame representing the comparable information is displayed on the page.
To move it, click in the middle of the frame and drag it to the desired place.
To resize it, click on the square "handles" around the border of the frame and drag it to the desired size.
To make changes to comparables you have already added to the current page, click View or edit comparable. If you are viewing or editing a page that displays more than one comparable, click on the comparable to edit before making any changes. More Info:
Use the word processor editing area to make formatting changes to the comparable.
To automatically merge a picture when printing the presentation for a contact, click Insert picture merge code. Select the merge code from the pick list.
To merge contact or agent information when printing this item for a contact, Click Insert merge code. Select the merge code from the pick list.
To display the Change page size pop-up window, click the Change page sizeaction menu item. Use the spin buttons to set the width, height, and number of rows and columns of comparables, then click OK.
NOTE: When inserting merge codes into a text box, if the merged information exceeds the size of the text box, the text box will not be resized automatically. The result is that merged information can later appear to be "missing" from the page. You must manually resize the text box to accommodate the merged information. To do this, click on the Expand box to fit merged text action menu item. This allows you to resize the box. Click the Keep box dimensions action menu item when the text box is re-sized to the correct dimensions.
Click Close when finished viewing or editing the comparable.
To change the order in which comparables are displayed on the page, click on the box and drag them to the desired location.
To automatically merge a picture when printing this item for a contact, click Insert picture merge code, select the merge codes to insert and click OK.
To merge contact or agent information when printing this item for a contact or contact, click Insert merge code, select the merge codes to insert and click OK.
Click Close when you have finished editing the presentation pages.