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Info

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

For clients with large databases

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, especially large volumes of archived data, they may find that

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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

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  • 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

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Tip

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

When you need to search for archived records:

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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  • Image Added
  • Where needed, select Sales/Lettings

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titleConfiguration settings

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  • (top left)

  • Tick Archive on left

Filter by label (Content by label)
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sortmodified
showSpacefalse

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reversetrue
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cqllabel = "

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tips-search" and type = "page" and space = "RW"
labelssales_lettings_rnote_12_106 sales_lettings_rnote_12_104 12_105

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Excerpt
hiddentrue

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