Page Comparison

...

1. Access system menu

From main menu:

Click user name/office top left of main menu
Select Configuration and click Setup Negotiators

The Negotiator and User Setup screen is displayed, see next step

2. Negotiator and User Setup screen

The Negotiator and User Setup screen is displayed
All active and inactive users are listed on the left side, with the selected user details shown on the right

Tip
For information on how to use this screen, see sections below

...

1. Select the user to transfer data from

2. Select the user receiving the records

3. Select records

Tip
In all cases, archived records will not be transferred

3a. All records

In the screen shown in step 3 above:

Choosing All records transfers each record (regardless of type) with no further options given
Click Accept to start the transfer process

Tip
Confirmation messages are displayed at each stage allowing you to choose Yes/No to confirm the transfer

3b. Individual records

If the records to be transferred need to be shared across a number of existing users, an individual record type should be selected

In the screen shown in step 3 above:

Select a record type and click Accept
The individual record types offered depend on the records currently owned by the user you are transferring records from
The records to be transferred will be displayed in a grid - use the tick box to the left of the record to select which records are to be transferred to the selected user
To aid selection, column headings can be clicked for usual grid sorting/filtering options and use the top left tick box to de-select all records
Click Exit to start the transfer process

Tip
Repeat as needed for each record type to be transferred to this user, then repeat the whole process for each negotiator to transfer data to

Note
If you have any issues using the self-service configuration screens, contact Reapit Support

Versions Compared