| 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) |
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| 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 |
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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 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 |
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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 report 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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