| System Configuration tab title | 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, e.g. 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 | Should only be updated by Client Accountant / Accountant | Default allocation of nominals to charge/cost lines |
| Lettings Payments | Should only be updated 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 in searches |
| Security | Do not change |
| System | Do not change |
| Tenancy Renewals | Setup up your own tenancy renewal checks and agreement details | Set-up pre and post tenancy checks, agreement details for break clauses, allowances and responsibilities, plus renewal options |
| Trust Accounts | Applicable to Australian clients only |
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