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titleOverview

One of the most powerful and unique features of Reapit Agency Cloud is the ability to configure the application to align to your exact business requirements.  Historically, this activity was reserved for Reapit service staff only.  In 2020, I reviewed this; the Estate Agency is moving quickly, as businesses you need to be able to adapt quickly to changes and update your business processes quickly.   As owners of your own business, you will always have far greater insight and awareness of what you need to do and will have the context of any request - that is invaluable and I passionately wish to empower you and provide autonomy to configure your Agency Cloud instance to your needs.  Therefore, I have taken the decision to open up Agency Cloud general configuration options and to follow will be automation configuration.  

To support this, we have developed a number of articles to support and guide you when applying configurations that are commonly requested and ones that we feel that you will value from.

Richard Day

Chief Customer Officer

July 2020



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titleConfiguration hierarchy & typeHierarchy & Options


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titleSummary



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titleConfiguration Business Options


Config Menu OptionFunctional Scope
Comment
ObservationOffice Configurable
System ConfigurationAllGeneral configuration that influences day to day user experienceAll Levels
Setup AreasSales / LettingDefine / Setup areas to support targeted applicant matchingYes
Setup Client AccountsClient AccountsSetup and defined at project implementation - do not change without seeking guidanceNo
Setup Contact CategoriesSales / Letting
Yes - default all
Default FeesClient AccountsLettings / Client
Accounts
Acounts - relates to fees that are defaulted at start of tenancy to ease
the
operational burden and ensure consistency
No

DepartmentsSales / LettingSetup at project stage - do not change as impacts Portal FeedNo
Mailing & EventsSales / LettingAs stated.  Ability to target specific contact categories as wellYes
Setup NegotiatorsSales / Letting / Client AccountsSetup your business staffYes
Setup Nominal AccountsClient AccountsSetup, change amend
the
ability to report on financial transactionsNo
Source of Enquiry, Applicant Position, Viewing FeedbackSales / LettingsSupports effective analysis of your customer base to drive process and determine ROIYes
Setup Referrals / LeadsSales / LettingsSetup and amend
referrals
referalls that will be presented on Referral PanelYes
Setup Tax RatesSales / Letting / Client AccountsDo not changeNo
Setup Tenancy ChecksLettingsPre/Post Tenancy Checks, Break Clauses, Allowances, Renewal OptionsYes- Default all



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titleGeneral Config Overview




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titleOur advice on Good Practice

Our advice and guidance here are based on many years of working with Agency Cloud with all our customers - which have seen many highs and also lows - we would like to offer the benefit of our experience to help you successfully take on the configuration of your own Agency Cloud environment.

  • Always determine what outcome/challenge you are trying to address before considering any change; avoid the desire to scour options to 'find something new'
  • We would always recommend that you start by looking to align configuration, on paper, to your business processes, policies and service levels before mapping to Agency Cloud Configuration
  • Nominate one person who will have responsibility for applying changes; ensure changes are managed formally and controlled (this also help our Support teams)
  • Consider the impact on your customers and - more importantly - your staff; how will the change be communicated and trained out - the adoption of change comes from understanding why and the value to be derived
  • Avoid the temptation to create a myriad of configuration options - complexity serves to confuse, rather than clarify and focus staff
  • Avoid reactive/unconsidered changes to configuration; change in haste repent at leisure as they say
  • If in doubt seek assistance - talk to Support or your Customer Success Manager and they will advise you


ALWAYS VERIFY YOUR CHANGES BEFORE APPLYING TO ALL STAFF !!



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titleHint & Tips

These are a few tips that we find useful when dealing with configuration requests, queries or where things are going as expected.




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titleGetting started



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