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This guide has been reviewed against our global client base and classed as relevant to all regions

This article provides advice on how to add or edit the following on AgencyCloud using the Setup Sources/Position/Feedback screen:

  • Source of enquiry & advertising options
  • Applicant position & status options
  • Viewing feedback

From AgencyCloud 12.144+, a key contact can request access to the Setup Sources/Position/Feedback screen by contacting Reapit Support, click here to request this


Info
titleDisclaimer

Before making changes to AgencyCloud configuration, the guidance provided on this page should be read thoroughly - any changes made to configuration that impact the operation of AgencyCloud may incur a charge to rectify


1. Accessing the configuration option

  • Click your name/office in the top left of the screen 

  • Click Configuration and select Setup Sources / Position / Feedback



2. Adding and detailing the source

  • Click Add

Fill in the following fields:

  • Code: enter a unique code for your source, following the existing pattern of codes
    e.g. RPT001, RPT002, etc.

  • Name: enter a name for the source, this is the name that will be displayed in the Source of Enquiry list

  • Department: enter a department here if the sources needs to be made exclusive to one or more departments, if not, leave blank

  • Office: enter an office here if the sources need to be made exclusive to one or more offices, or if you want the source to appear outside of the Show more option seen on the Source of Enquiry drop down menus


3. Finalising the addition

  • Click Save

You may need to close and re-open the application for  changes to take effect


Info

Being able to access the configuration screen outlined below is dependent on having relevant security permissions in your Reapit software. This is usually limited to key contacts within your business.

To get access to this area, use the Reapit Service Portal to request this via your Reapit key contact, as applicable.

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How to add or edit source, position & feedback options in AgencyCloud using the Setup Sources/Position/Feedback screen