Page Comparison

From the Setup Sources/Position/Feedback screen:

• Ensure Source of enquiry/advertising option is selected (top left)

  

To add new options:

• Click the Add button
  This action clears the right side of the screen, ready to add a new option

To edit an existing option:

• Select the option on the left

• Make changes on the right

• Click Save

The following settings are available:

Code

Enter a unique code for this source, see examples above. (This can not be changed once saved)

Associated Records

Available once saved

Displays a list showing where the source is currently set on each record type (i.e. by lettings/sales applicant, vendor or landlord)

Name

Enter the name of the source/advertising publication

Advertising Publication

Tick this option if the source is also an advertising publication
This will add the source to the publications list for logging adverts

Frequency
Weekly on, Monthly, Other

If this source is also an advertising publication (see above), select the frequency for the publication

Ad Sizes

If this source is also an advertising publication (see above), ensure the correct sizes for this publication are entered in this field (comma separated) - default sizes are automatically entered but can be removed

Department

If the source needs to be made exclusive to one/more Department, select Department(s) here - if not, leave blank

Office

If the source need to be made exclusive to one/more offices, select office name(s) here - if not, leave blank

Office name(s) should be entered if you want this source to appear in the initial Source list for the office (i.e. without having to click Show more in the Source menu to view it)

From the Setup Sources/Position/Feedback screen:

• Ensure Applicant position/status option is selected (top left)

  

To add new status options:

• Click the Add button
  This action clears the right side of the screen, ready to add a new status option

• To edit an existing status option:

  • Select the option on the left

  • Make changes on the right

  • Click Save

The following settings are available:

Code

Enter a unique 2-digit code for this status, see examples above. (This can not be changed once saved)

Name

Enter a name for the status option

From the Setup Sources/Position/Feedback screen:

• Ensure Viewing feedback option is selected (top left)

  

To add new options:

• Click the Add button
  This action clears the right side of the screen, ready to add a new option

• To edit an existing option:

  • Select the option on the left

  • Make changes on the right

  • Click Save

The following settings are available:

Code

Enter a unique code for this option, see examples above. (This can not be changed once saved)

Name

Enter a name for the option