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Configuration/setup screen | Reason for use | Version required | ||
---|---|---|---|---|
Setup Negotiators
| Amend user information, add new users, remove existing users & transfer data from one user to another | 12.83+ | ||
Setup Areas
| Add/edit property areas | 12.83+ | ||
Setup Offices
| Add/edit branch/office set-ups | 12.143+ | ||
Setup ReferralsSources / Position / Feedback
| Add/edit referral options | 12.144145+ | ||
Setup (Tenancy) Checks
| Add/edit checks & agreements, including:
| 12.144+ | ||
Setup Marketing ExpensesContact Categories
| Add/edit options contact categories offered in the marketing expenses screen | 12.144145+ | ||
Setup Sources / Position / FeedbackMailings
| Add/edit sources/advertising, applicant status & viewing feedback optionsmailings & events options offered in the contact record | 12.145+ | ||
Setup Contact CategoriesReferrals
| Add/edit contact categories offered in the contact recordreferral options | 12.145144+ | ||
Setup MailingsMarketing Expenses
| Add/edit mailings & events options offered in the contact recordmarketing expenses screen | 12.145144+ |
Related articles
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Tip |
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Click this link for a page which provides access to all self service configuration user guides: |
Excerpt | ||
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This page outlines which versions of AgencyCloud offer self service options |