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titleUse of configuration options - good practice advice

We would like to share our experience to help you successfully take on the configuration of your own Agency Cloud environment; the advice and guidance outlined here is based on many years of working with Reapit Agency Cloud with all of our client-base.

  • 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; as the saying goes - change in haste, repent at leisure!
  • If in doubt, seek assistance - talk to Reapit Support or your Customer Success Manager who can offer advice
  • DO NOT REMOVE / DELETE CURRENT ENTRIES FROM SYSTEM CONFIGURATION
Info
title


Warning

ALWAYS VERIFY YOUR CHANGES BEFORE APPLYING TO ALL STAFF

See Testing configuration changes below for more information




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titleGetting started - accessing Configuration options & System Configuration screen

This section outlines how to access the configuration options available to you (as outlined in the earlier section entitled Configuration business options:

1. Access Configuration menu

  • Click name/office top left of the main menu

    From the System menu:

  • Click Configuration and select System Configuration



2. System Configuration options

On the System Configuration screen:

  • Use the tabs along the left side of the screen to access the required section


3. Saving changes

  • After making any updates, click Save (bottom right)

Info
titleWarning

Be careful when making changes that impact Company level - see Testing configuration changes below for more information



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