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title	Configuration hierarchy & options

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title	Summary

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title	Configuration business options

The table below refers to each option in the Configuration menu - with links to related articles, where available:

Configuration menu option	Functional Scope	Observation	Office Configurable
System Configuration	All	General configuration that influences day to day user experience	All levels
Setup Areas	Sales, Lettings/Rentals	Define / setup areas to support targeted applicant matching	Yes
Setup Contact Categories	Sales, Lettings/Rentals	Define / setup categories which can be selected in the contact screen	Yes - default all
Default Fees	Accounts	Relates to fees that are defaulted at start of a tenancy to ease the operational burden and ensure consistency	No
Departments	Sales, Lettings/Rentals	Setup at project stage - impacts portal feed, do not change	No
Mailing & Events	Sales, Lettings/Rentals	Define / setup mailing & event types which can be selected in the contact screen	Yes
Setup Negotiators	Sales, Lettings/Rentals, Accounts	Set up your staff as users on the system	Yes
Setup Offices	Sales, Lettings/Rentals, Accounts	Create or amend office setup (addresses, contact numbers, portal IDs)	Yes
Source of Enquiry, Applicant Status/Position, Viewing Feedback	Sales, Lettings/Rentals	Setup options to be used as sources, applicant position and feedback relevant for your business - doing this supports effective analysis of your customer base to drive process and determine ROI	Yes
Setup Referrals / Leads	Sales, Lettings/Rentals	Setup and amend referrals that will be presented on the referral panel on an applicant/property record	Yes
Setup Tax Rates	Sales, Lettings/Rentals, Accounts	Do not change	No
Setup Tenancy Checks	Lettings/Rentals	Pre/post tenancy checks, break clauses, allowances, renewal options	Yes - default all

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The Getting Started* section below outlines how to access each of the above menu options*

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title	Configuration - general overview

Supporting notes:

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

Configuration option	Summary	Most common usage
Applicants	Options to influence the handling of applicant management	Inter-office referrals enablement
Applicant Status	Ability to define default values for the applicant and to define your own applicant status options	Default status, buying position bespoke options
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	Commonly used to refine types to client-specific requirements For example: setup new certificate types, which can then be added to Property Management Power Organiser Panel
Custom Grids	Define columns shown by default, dependant on the object being viewed	Add 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	Add 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 change	Enable referrals which are displayed in the Referral Panel for properties/applicants
Housekeeping	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 Inspection Value (days); enable Inspection value to be set at Tenancy level (post initial)
Market Place	DO NOT CHANGE - relates to Reapit 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, etc.
Organiser	Mostly relates to previous (legacy) Organiser screen, rather than current Power Organiser	Internet registrations enablement (office, user level); will require the user to apply offices on Power Organiser panel to display Set default Power Organiser for company, offices, staff Determine properties included in certificate expiry panel
Particulars	DO NOT CHANGE
Pictures	DO NOT CHANGE
Programs / URLs	DO NOT CHANGE - exceptions in common usage	Adobe Sign details are entered here - set per user Client website link stored here (used on templates, portal feeds)
Properties	How properties are represented online / internally	Display next date or last call, number of days to next call, default status of new properties, inter-office referrals
Property Descriptions	Enhanced property descriptions (note: fields created here are not presented to portals)	Create additional marketing screen fields (up to 5)
Reports	Influence specific fields relating to reporting output
Sales Progression	Ability to define your own stages/checkpoints for use on Sales Progression screen
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 renewals checks
Trust Accounts	Applicable to Australian clients only

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title	Getting 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 and options available

Click name/office top left of the main menu
From the System menu:
Click Configuration and select System Configuration, click Configuration

The options displayed will depend on the level of access to configuration you have
Selecting System Configuration displays the screen shown in step 2

Other Setup options are available below this

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)

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title	Warning

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

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Versions Compared

Old Version 41

New Version 42

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