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This page lists out each area of configuration which can be opened up for self-service and the minimum version of AgencyCloud needed to use the screen
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 Sources / Position / Feedback
| Add/edit sources/advertising, applicant status & viewing feedback options | 12.145+ | ||
Setup (Tenancy) Checks
| Add/edit checks & agreements, including:
| 12.144+ | ||
Setup Contact Categories
| Add/edit contact categories offered in the contact record | 12.145+ | ||
Setup Mailings
| Add/edit mailings & events options offered in the contact record | 12.145+ | ||
Setup Referrals
| Add/edit referral options | 12.144+ | ||
Setup Marketing Expenses
| Add/edit options offered in the marketing expenses screen | 12.144+ |
| Tip |
|---|
Click this link for a page which provides access to all self service configuration user guides: |
| Note |
|---|
If you have any issues using the self-service configuration screens, contact Reapit Support |
| Excerpt | ||
|---|---|---|
| ||
This page outlines which versions of AgencyCloud offer self service options |