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This guide has been reviewed against our global client base and classed as relevant to all regions

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Configurable options for Enterprise customers
To request for this option to be enabled on your system, click here to contact Reapit Support

For clients with large databases, especially large volumes of archived data, they may find that searching from the main menu bar results in performance issues with AgencyCloud

To overcome this, a configuration option is available that switches off archive searching for applicants / , properties and/or contacts from the main menu - archive searching will still be available, but only when a user chooses to do thisTo enable this configuration option, click here to contact Reapit Support 

1. Searching for applicants/properties/contacts

  • When using the main menu for searching for any/all of the above record types, no archive searching will be carried out

  • This means that archived records will not be shown in this menu

Tip

Configuration for this feature is available for one, two or all of the following record types: applicants, properties or contacts

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2. Searching for archived applicants / properties / contacts

To search the archive

, after

:

  • After carrying out a search

:Click

  • , click Advanced Search at the bottom of the menu bar (

as

  • shown in step 1)

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  • From the advanced search screen:

    • Where needed, select Sales

/

    • or Lettings (top left)

    • Tick Archive (further down on left)

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Excerpt
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Configuration option that switches off archive searching for applicants/properties/contacts from the AgencyCloud main menu - useful for clients with large databases

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