Rezi Post – Not Working

Rezi Post – Not Working

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.

  • [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.

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