Overview

Rezi Post allows estate agents to create and send letters, packs, or print materials directly from Dezrez CRM (Rezi).
If Rezi Post isn’t functioning — for example, letters not generating, options greyed out, or the system freezing during creation — the cause is usually data, configuration, or browser-related.

This guide helps support agents and AI resolve the most common user-side issues before escalation.

Common Causes

1. Missing or Invalid Property/Contact Data – The record linked to the post (property, vendor, or applicant) is incomplete.

2. Incorrect Template Selection – The selected letter or pack template doesn’t match the record type.

3. Browser/Cache Interference – Cached data or an outdated browser prevents the process from running.

4. System Timeout or Connection Drop – Large documents or slow network interrupts Rezi Post generation.

Troubleshooting Flow

Step 1 – Check Record Details

• Confirm the property or contact record includes:

  • Valid address

  • Linked applicant/vendor/landlord

  • All mandatory fields required for the selected post type

• If any data is missing → update the record and retry Rezi Post.

Step 2 – Validate Template Selection

• Go to Rezi Post → Choose Template.

• Ensure the chosen template matches the record type (e.g., vendor letter for vendor record).

• If unsure which to use → reference internal template guide or “Rezi Post Template Reference” list.

Step 3 – Browser & Cache

• Clear browser cache and cookies.

• Retry in a supported browser (Chrome or Edge).

• Ensure pop-ups are enabled — Rezi Post requires a new tab/window to generate letters.

Step 4 – System & Connection

• If the issue occurs mid-generation, check the user’s internet connection is stable.

• Retry with a smaller letter selection (e.g., single letter instead of batch).

• If the process continues to hang, log out and back into Rezi before retrying.

Related Resources

• [Rezi Post Template Reference] (internal link)

• [Clearing Cache in Chrome/Edge] (internal link)

• [How to Create a Letter Using Rezi Post] (internal link)

🤖 AI Training Guidance

Trigger phrases:

• “Rezi Post not working”

• “Can’t generate letters”

• “Rezi Post freezing or not opening”

• “Error when trying to use Rezi Post”

Response flow for AI:

1. Check record details → “Can you confirm all required fields on the property or contact record are filled in?”

2. Check template → “Are you using a letter or pack template that matches the record type?”

3. Browser check → “Let’s clear your browser cache and make sure pop-ups are allowed — Rezi Post opens in a new tab.”

4. Connection check → “If it’s still freezing, try logging out and back in, then generating a single letter.”

5. Escalate if unresolved → “If that doesn’t work, I’ll escalate this to our Branding/Technical team to review the template or system.”

Tone for AI:

• Calm, supportive, and clear (“Rezi Post usually works once the record and browser are refreshed”).

• Encourages user confidence by explaining why each step helps.

• Transparent about when escalation is needed.