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This guide has been reviewed against our global client base and classed as relevant to all regions

For clients with large databases, especially large volumes of archived data, they may find that searching from the main menu bar results in performance issues with

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AgencyCloud

To overcome this, a configuration option is available that switches off archive searching for applicants / properties / contacts from the main menu

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- archive searching will still be available, but only when a user chooses to do this

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To enable this configuration option, click here to contact Reapit Support 

1. Searching for applicants/properties/contacts

  • When using the main menu for searching for any/all

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  • of the above record types, no archive searching will be carried out

  • This means that archived records will not be shown in this menu

Tip

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Configuration for this feature is available for one, two or all of the following record types: applicants, properties or contacts

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2. Searching for archived

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applicants / properties / contacts

To search the archive, after carrying out a search:

  • Click Advanced Search at the bottom of the menu bar (as shown in step 1)

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  • Where needed, select Sales/Lettings

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  • (top left)

  • Tick Archive

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Info
titleConfiguration settings

Configuration for this feature is available for one, two or all of the following record types: applicants, properties or contacts

  • on left

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labelssales_lettings_rnote_12_106 sales_lettings_rnote_12_104 12_105
Excerpt
hiddentrue

Configuration option that switches off archive searching for applicants/properties/contacts from the AgencyCloud main menu - useful for clients with large databases