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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.


Common Questions / IssuesGuidance 
Unable to find what option/area you need ?Handy
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HandyConvenienr search box in Configuration - enter

area

topic you are looking for in

config

the highlighted area and the tabs that

may relate to it

reference the search will be highlighted in yellow to you as shown below when searching for Applicant.

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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 a 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 will require

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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titleGetting started


Menu ItemAgency Cloud View
To access the configuration menu, click on top of the Side Bar on your name :->

To select Business Configuration Options select from menu :->

To select General Configuration options select item highlighted :->

Detailed System Configuration Menu - select the 'section' that you wish to review

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titleTesting configuration changes



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