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Configurable No additional configuration is required for this update - however, vendor referral functionality is a configurable option for Enterprise customers |
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For more information on vendor referral functionality, click here: Vendor referrals |
When more than one office has the same postcode set-up as a referral postcode, and an applicant/property* with one of those postcodes is registered, a pop-up box is now displayed to allow the required referral office(s) to be selected
This update is useful to allow companies with multiple brands in the same areas to select the relevant offices to refer to on a case-by-case basis
*The system can be configured to refer applicants and/or properties
(the same postcodes are used for both applicants & properties)
When entering details of an applicant/property with a postcode that is set-up as a referral postcode on more than one office on the system (and the applicant/property qualifies to be referred), on clicking save for the first time, a pop-up box will be displayed with a list of offices that the applicant/property could be referred to based on their postcode
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