| Info |
|---|
This guide has been reviewed against our global client base and classed as relevant to |
...
all regions |
The
...
Organiser is made up of 3 layers
...
:
the overall layout
...
panels within the layout
...
categories within the panels
...
Each layer has its own criteria
...
- this page explains how to change your Organiser layout and also how the layers work together, including which takes precedence
1. |
...
Change Organiser layout When logging in to |
...
Reapit |
...
and/or the |
...
Organiser for the first time, |
...
These screens give layout options:
...
| Expand | ||
|---|---|---|
| ||
|
...
| title | 1b. Choose office(s) to include |
|---|
...
a series of setup screens are displayed which allow you to choose the default layout type (sales/lettings/both) and which office(s) to display data for - if you wish to change these initial settings:
|
...
|
...
|
...
|
...
...
| ||
2. Add/edit an Organiser panel A new panel can be added to the default layout:
|
...
|
...
|
...
|
...
...
|
...
| |
3. |
...
Organiser panel categories Most panels |
...
can have categories added to them, this example shows a new List type panel added to the Organiser
|
...
|
...
|
...
|
...
|
...
|
...
|
...
|
...
| Expand | ||
|---|---|---|
| ||
|
| Expand | ||
|---|---|---|
| ||
|
...
|
Organiser initial setup screens
When logging in to Reapit and/or the Organiser for the first time, you will be presented with the following:
|
Related articles
| Filter by label (Content by label) | |||
|---|---|---|---|
|
...
|
...
|
...
|
...
| 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 | ||
|---|---|---|
| ||
This article explains each layer of the Organiser, how to change your Organiser layout, how to add panels and how to add categories to a panel |