| Config Option | Summary | Most Common Usage |
|---|
| Add-in Settings | Generally, setup up during 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 the level of config selected) |
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| Applicants | Options to influence the handling of applicant management | Inter-Office referrals enablement |
| Applicant Status | Ability to define default values for the applicant - also to define your own applicant status | Default status, buying position 'bespoke list' enablement |
| Auctions | DO NOT CHANGE - Requires Professional Services to enable |
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| 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 the 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 |
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| File Paths / WebDav | DO NOT CHANGE - Use as a reference point only |
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| 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 |
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| International | DO NOT CHANGE |
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| Landlord Statement | DO NOT CHANGE |
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| Lettings Accounts | Only update by Client Accountant / Accountant | Default allocation of nominals to charge/cost lines |
| Lettings Payments | Only update by Client Accountant / Accountant |
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| Lettings / Tenancies | Ability to define default values for management of tenancies | Default Inspection Value (Days); enable Inspection value to be set at Tenancy level (post initial) |
| Market Place | DO NOT CHANGE - Relates to Foundations migration |
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| 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 |
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| Pictures | DO NOT CHANGE |
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| 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 reporting output |
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| Sales Progression | Ability to define your own stages/checkpoints on Sales Progression |
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| Searching | Options that determine general, applicant, property searches | Include / exclude archive |
| Security | DO NOT CHANGE |
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| System | DO NOT CHANGE |
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| Tenancy Renewals | Setup up your own Tenancy tenancy renewals checks |
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| Trust Accounts | Applicable to Australian clients only |
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