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title	Configuration Hierarchy & Options

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title	Summary

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title	Configuration Business Options

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

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title	General Config Overview

Supporting notes:

DO NOT CHANGE is stated where adjustments to values stored can create instability/data corruption within your Agency Cloud system. Where stated, these values are very rarely changed by Reapit once setup
PROJECT DEPLOYMENT is stated where enabling an option is associated with a project delivery. Normally due to data migration and setup, coordination of a number of tasks to support a successful launch
THIRD PARTY INTEGRATIONS. Are setup and deployed by Reapit Services team - these cannot be undertaken by customers currently (Marketplace will enable this) - and you should request via the Reapit Service Portal

Config Option	Summary	Most Common Usage
Add-in Settings	Generally setup up project phase and will contain client specific variables (branding, bank account information). Used to configure integrations such SMS and will list all technical integrations deployed to the client at level of config selected)
Applicants	Options to influence handling of applicant management	Inter-Office referrals enablement
Applicant Status	Ability to define default values for applicant - also to define your own applicant status	Default status, buying position 'bespoke list' enablement
Auctions	DO NOT CHANGE - Requires Professional Services to enable
Contacts / Companies	Options to influence management of contacts	Configuration of Check ID Setup (AMR Checks)
Custom Lists	Extend the categorisation of various 'lists' used across Agency Cloud	Setup new Certificates types - which can then be added to Property Management Power Organisor Panel for example. Commonly used to refine types to client specific requirements
Custom Grids	Define columns shown by default dependant on object being viewed	Adding specific columns as used by a client (differs for all clients) - Warning do not create new fields that are not stored against the object in focus as causes significant performance issues
Diary	Ability to define default values for Diary Management	Addition of new Diary Entry types - note, some types drive integrations (SMS = VW, SmartView = SV)
Email / Word / Excel	DO NOT CHANGE - Determines the behaviour of Microsoft integration from Agency Cloud
File Paths / WebDav	DO NOT CHANGE - Use as a reference point only
General	Company level defaults - Should not need to be changed	Enable referrals for organisation appears in Referral Panel for properties / applicants
House Keeping	DO NOT CHANGE
International	DO NOT CHANGE
Landlord Statement	DO NOT CHANGE
Lettings Accounts	Only update by Client Accountant / Accountant	Default allocation of nominals to charge / cost lines
Lettings Payments	Only update by Client Accountant / Accountant
Lettings / Tenancies	Ability to define default values for management of tenancies	Default Insepction Value (Days); enable Inspection value to be set at Tenancy level (post initial)
Market Place	DO NOT CHANGE - Relates to Foundations migration
Matching	Ability to define matching defaults / tolerances	Do not enable 'geocode' matching - requires professional services to deploy
Offers	Ability to define how Offers are managed / presented to Users	Order of Offers presented et al
Organiser	Most relates to previous Organiser screen, rather than Power Organiser	Internet registrations enablement (Office, User Level) - will require user to apply offices on Power Organiser panel to display Set default Power Organisor for Company, Offices, Staff Determine properties included in Certificate Expiration panel
Particulars	DO NOT CHANGE
Pictures	DO NOT CHANGE
Programs / URLs	DO NOT CHANGE - Exceptions in Common Useage	Echosign details are entered here which are set per user Client Website link stored here (used on templates, portal feeds)
Properties	How properties are represented online / internally	Display Next Date vs Last Call, Number of days to next call, default status of new properties, InterOffice Referrals
Property Descriptions	Enhanced Property Descriptions (note - fields created here are not presented to portals)	Create additional marketing scree fields (upto 5)
Reports	Influence specific fields relating to report output
Sales Progression	Ability to define your own stages / checkpoints on Sales Progression
Searching	Options that determine general, applicant, property searches	Include / exclude archive
Security	DO NOT CHANGE
System	DO NOT CHANGE
Tenancy Renewals	Setup up your own Tenancy tenancy renewals checks
Trust Accounts	Applicable to Australian clients only

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title	Our 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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title	Hint & Tips

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

Common Questions / Issues	Guidance
Unable to find what option/area you need ?	Handy search box in Configuration - enter area you are looking for in config and the tabs that may relate to it will be highlighted
Changes do not appear to be taking effect ?	i) Always best for people to log out / in of Agency Cloud for changes to take effect ?
Changes still not taking effect ?	ii) Check the configuration at the Negotiator, then Office level as a previous configuration may have taken precedence
Need to identify the reference to a field ?	The Letter Template Editor is the quickest and most effective way to identify the programmatical reference to a field
Still don't know what the reference to a field is ?	i) Using the LTE to identify the structure used against the object you wish to reference ii) Download the Reapit Agency Cloud Data Dictionary; this will then highlight in most instances the field name you need
Dont understand what a configuration option does ?	i) Hover over the item and where enabled a 'Hint / Explanation' will be provided ii) Raise a request via the specific Agency Cloud Configuration form

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title	Getting started

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Versions Compared

Old Version 12

New Version 13

Key

ALWAYS VERIFY YOUR CHANGES BEFORE APPLYING TO ALL STAFF !!