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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

Note

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

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Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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How to add or edit sources/advertising, applicant status & viewing feedback options in AgencyCloud using the Setup Sources/Position/Feedback screen

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