Page Comparison

1. Change Organiser layout

When logging in to Reapit and/or the Organiser for the first time, a series of setup screens are displayed which allow you to choose the default layout type (sales/lettings/both) and which office(s) to display data for - if you wish to change these initial settings:

• Click Settings button (top right of the Organiser screen) for options to change:

  • Default layout type - options are Sales only, Lettings only, Both Sales and Lettings

  • Display data from office(s) - select the office(s) whose data you wish to see within the relevant panels

2. PanelsAdd/edit an Organiser panel

A new panel can be added to the default layout:

• Click Layout button and select Add new panel

  

• Different panel type options are shown and outlined, select the required type and click Accept to add the new panel to the layout

  

• The new panel is added to the Organiser - depending on your current layout, it may be added to the right of the screen as a button - click this button to view the panel

  

• The panel is displayed, ready to be configured - the content of the panel and configuration required is dependent on the panel type chosen - the example below is a new List type panel

  

• An existing panel can be edited via Panel Setup - to access this:

  • Hover over the panel header, click the settings (cog) icon

  • Make required changes then click tick icon on the panel header to save changes

3. Organiser panel categories

Most panels need to can have categories added to them, this example shows a new List type panel added to the Organiser

• In Panel header, give the panel a name

• Click Pick Category to Display - options are:

  • Create new category - allows a new report to be built, or an existing saved report to be used, which is then added to the panel

  • Pick existing category - allows a pre-configured category to be added to the panel