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 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
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- DO NOT REMOVE / DELETE CURRENT ENTRIES FROM SYSTEM CONFIGURATION
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warning- ALWAYS VERIFY YOUR CHANGES BEFORE APPLYING TO ALL STAFF
See Testing configuration changes below for more information
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