Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Tip

'On hold’ supplier functionality is a configuration option introduced in AgencyCloud version 12.155 - for more information, click here: Put supplier 'on hold' - configuration option

For more information on setting up preferred suppliers, click here: Set up landlord preferred suppliers

Add contractor to works order

From works order, Contractor panel:

  • Click Select

  • The landlord’s preferred suppliers list is displayed, any suppliers who are on hold are clearly indicated and cannot be selected

    Image Modified
Filter by label (Content by label)
showLabelsfalse
max8
sortmodified
showSpacefalse
reversetrue
cqllabel = "company"
Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
hiddentrue

When selecting a contractor for a works order and the landlord has preferred suppliers set-up, those that are available and those that are ‘on hold’ are clearly displayed - an ‘on hold' supplier cannot be selected for the works order

...