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This guide has been reviewed against our global client base and classed as relevant to all regions |
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Configurable options for Enterprise customers For more information on task plans & workflow, click here: |
Templates can be setup for use with tasks and messages and can also be implemented when tasks are used within workflow configuration
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Template configuration options
Templates can be set up to:
Send to a whole office or specific negotiators
Send from one/more specific records (i.e. applicant, company, contact, landlord, property, tenancy, renewal); or be used from all records, including the Organiser panels (where applicable)
Use just for sales or lettings properties, or both
Be used as a task (with task functionality) or a message
Where task is chosen, can set task type and when it is activated
The body of the task/message template can be set up to use merge codes as well as text
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, merge codes instruct the template to take the required information from your Reapit database
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Example template
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In this example, a template has been set up to be available from a sales property record |
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- it will be sent as a task to specific users across various offices |
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Merge codes have been used to pull information from the current property into the task, along with specific instruction text for the users receiving the task |
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1. Creating the task From the property record:
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2. Select template Available task/message templates will be displayed
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3. New task/message The new task will be displayed with content determined by the selected template
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Templates can be setup for use with tasks and messages and can also be implemented when tasks are used within workflow configuration |