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Work with CMAs

Use the CMA main menu option to start or manage a CMA presentation. (See "About CMAs".)

If you have no saved CMAs, the system prompts you to add one. If you've created one or more CMAs, they appear in a list. To update an existing CMA, double click on its row to open it. To add a CMA, click New CMA on the action bar.

If the CMA has unsaved changes, the system prompts you to keep or discard the changes. CMA will remember your unsaved information for thirty days, but it's a good idea to save throughout your session to insure all information is stored.

Navigating the CMA

When you click the CMA main menu option, a list of saved CMAs displays. When you open a CMA a tabbed set of CMA sections displays. (See "Data Entry at CMA Sections".) To navigate in the CMA do one of the following:

• To jump to a particular section, click its tab at the top of the CMA
• To scroll through the CMA, use the scroll bar
• To move from field to field, press the Tab key
• To jump to each comparable in turn, at the Adjustments section, use Page Forward and Back arrows

Saving the CMA

You can click Save as often as you want. Each time you click Save the system checks the CMA draft for valid entries. If the draft does not pass validation, click each flagged field to correct its entry.

When you save the CMA, the system saves new or changed contact information.

How . . .

To Add a New CMA

To Open a CMA

To Edit an Existing CMA

To Preview a CMA

To Extend a CMA Due to Expire

To Rename a CMA

To Delete a CMA

To Print a CMA

To Send a CMA

To Download a CMA

To Reset or Clear a Tabbed Page in an Open CMA

To Add a New CMA

1. At the main menu, click CMA.
2. If no CMAs exist, the system prompts you to add one before you proceed. If one or more CMAs exists and displays in the CMA list, select New CMA on the action bar.
3. At CMA Name, enter a unique name for the presentation.
4. Select a Class and click Continue.
5. At the CMA detail edit form, scroll or tab to desired sections, and complete the information you want to include in the presentation. (See "Data Entry at CMA Sections".)
6. Click Save. If prompted, make any needed corrections or additions, then click Save again.

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To Open a CMA

1. At the main menu, click CMA.
2. At the CMA list, choose "All" or "Due to Expire" from the Show dropdown list.
3. double click the row where the name of the desired CMA displays.

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To Edit an Existing CMA

1. Select a CMA then click Edit on the action bar, or just double click the row.
2. The CMA detail edit form displays.
3. Scroll or tab to the desired section. Note: To find a particular field, click the Find action, then enter the field name at the Find a Field dialog.
   
4. Enter, format, and upload information, as needed. (See "Data Entry at CMA Sections".)
5. Click Save. If prompted, make any needed corrections or additions, then click Save again.

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To Preview a CMA

1. With a CMA open or selected, click Preview on the action bar.
2. At the Preview Options dialog box, choose what you would like to preview (the current section or the entire CMA) then click Preview.
3. Scroll to review the report, then click Close.

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To Extend CMAs Due to Expire

• To view all CMAs that are eligible for extension, click the Extend action at the CMA list without selecting any. To extend all eligible CMAs click Yes at the Extend CMA dialog box.
• To view selected CMAs that are eligible for extension, select one or more CMAs then click the Extend action at the CMA list. To extend all selected and eligible CMAs, click Yes at the Extend CMA dialog box.

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To Rename a CMA

1. At the CMA list, select a CMA checkbox, then click Rename on the action bar.
2. At the Rename CMA dialog box, edit the CMA name then click Rename.
3. At the CMA list, the new name displays.

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To Delete a CMA

1. At the CMA list, select one or more checkboxes, then click Delete on the action bar.
2. At the confirmation prompt, click Delete .
   

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To Print a CMA

1. Click Print on the action bar, after selecting a CMA at the list or at the open CMA.
2. At the Print Options dialog box, choose what you want to print (current section or the entire CMA).
3. Click Print (or to review the presentation before printing, click Print Preview then click Print).
4. At the browser's Print dialog box, select print options then click Print.

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To Send a CMA by Email

1. Click Send on the action bar, after selecting a CMA at the list or at the open CMA.
2. At the Send dialog box, fill out the To, Subject, and Message sections. (See "Send Listings".)
3. Optionally select Send a copy to yourself.
4. Click Send.

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To Download a CMA

1. Click Download on the action bar, after selecting a CMA at the list or at the open CMA.
2. At the Download Ready dialog box, choose what you would like to download (current section or entire CMA).
3. Click Download.
   

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To Reset or Clear Sections in an Open CMA

Depending on the section at which you want to change information, Reset or Clear are available on the action bar.

• At the Salesperson and Contents tab pages, to reset all fields to the state they were in when the section was opened, click Reset on the action bar. At the confirmation prompt, click Reset.
• At the Contact, Subject Property, Adjustments & Notes, and Marketing tab pages, to clear all fields, click Clear on the action bar. At the confirmation prompt, click Clear.
• At the title page and cover letter sections, to restore the default template click Reset to MLS Default

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See also . . .

About CMA

Data Entry at CMA Sections

Get Help in PDF Format

Help for Stratus MLS v3.15.1 April 25, 2013

Copyright 2013 Stratus Data Systems, Inc.