Page Comparison

1. Access Setup Offices screen

From main menu:

• Click user name/office top left of main menu
  

• Select Configuration and click Setup Offices

2. Add new office

The Office Setup screen shows all active and inactive offices on the left side, with the selected office details shown on the right

• Click Add New Office (top left)
  This action clears the right side of the screen, ready to add the new office details

  

  Asterisk* denotes required information

Complete Details tab, as follows:

Office*

Enter office name

Code*

Enter a 3 or 4 digit unique code, recommended to base this on the office name (e.g. Oxford office could be set as OXF) (this can not be changed once saved)

Type

Allows you to specify the office type - mainly for reference purposes
Options are:
Sales, Lettings, Head Office, Closed, Admin Only, Franchise
Choosing Closed means the office will no longer be available for selection within AgencyCloud, plus it won't be included in Reapit's billing cycle

Address/Postcode

Enter the office address & postcode
Click Lat/Long to check the location of the office on a map, as outlined here: Identify office location on map via configuration
Data entered here will be used within AgencyCloud whenever office details are needed, such as address and contact details

Contact details*

Enter any contact numbers plus email address

Manager

Enter the manager’s name for this office

Refer From

Enter any postcodes (or part-postcodes), separating the list with commas
Required for inter-office vendor referrals will not trigger without postcodes being entered
For more information on inter-office vendor referrals, click here:
Vendor referrals

Codes

Find required portal in the list, then double-click and enter relevant code/ID for the new office

Region

Enter the region name the office falls under

3. Roles

Select relevant office (on left):

• Click Roles tab (on right)

• Use Administrator and Client Accounts assistant options to define a particular user for this office
  This field can then be used with merge fields in templates

  Image RemovedImage Added

4. Save changes

• Click Save (top right), then click Yes to confirm