| Config Menu Option | Functional Scope | Observation | Office Configurable |
|---|
| System Configuration | All | General configuration that influences day to day user experience | All Levels |
| Setup Areas | Sales / Letting | Define / Setup areas to support targeted applicant matching | Yes |
| Setup Client Accounts | Client Accounts | Setup and defined at project implementation - do not change without seeking guidance | No |
| Setup Contact Categories | Sales / Letting |
| Yes - default all |
| Default Fees | Client Accounts | Lettings / Client Acounts - relates to fees that are defaulted at start of tenancy to ease operational burden and ensure consistency |
|
| Departments | Sales / Letting | Setup at project stage - do not change as impacts Portal Feed | No |
| Mailing & Events | Sales / Letting | As stated. Ability to target specific contact categories as well | Yes |
| Setup Negotiators | Sales / Letting / Client Accounts | Setup your business staff | Yes |
| Setup Nominal Accounts | Client Accounts | Setup, change amend ability to report on financial transactions | No |
| Source of Enquiry, Applicant Position, Viewing Feedback | Sales / Lettings | Supports effective analysis of your customer base to drive process and determine ROI | Yes |
| Setup Referrals / Leads | Sales / Lettings | Setup and amend referalls that will be presented on Referral Panel | Yes |
| Setup Tax Rates | Sales / Letting / Client Accounts | Do not change | No |
| Setup Tenancy Checks | Lettings | Pre/Post Tenancy Checks, Break Clauses, Allowances, Renewal Options | Yes- Default all |
