Page Comparison

1. Layout (set-up screens)Change Organiser layout

When logging in to your Reapit software and/or the Power Organiser for the first time, you will be presented with a Welcome screen followed by some set-up screens

Click Get Started

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Choose the most appropriate layout that suits your use of Reapit

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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:

• Click Settings button (top right of the Organiser screen) for options to change:

  • Default layout type - options are Sales only, Lettings only, Both Sales and Lettings

  • Display data from office(s) - select the office(s)

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• • whose data you wish to see within the relevant panels

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2. Add/edit an Organiser panel

A new panel can be added to the default layout:

• Click the Layout option (top left of the organiser screen) Layout button and select Add new panel

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• Different panel type options are shown and outlined - , select the required type (e.g. List) and click Accept to add the new panel to the layout

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• The new panel is added to the Organiser - depending on your current layout, it may be added to the right of the screen as a button - click this button to view the panel

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• The panel is displayed, ready to be configured - the content of the panel and configuration required is dependent on the panel type chosen - the example below is a new List type panel

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• An existing panel can be edited via Panel Setup - to access this:

  • Hover over the panel header, click the settings (cog) icon

  • Make required changes then click tick icon on the panel header to save changes

3. CategoriesOrganiser panel categories

Most panels need to can have categories added to them, this example shows a new List type panel added to the Organiser

• In Panel header, give the panel a name

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• Click Pick Category to Display and choose to either- options are:

  • Create new category  - this option allows a new report to be built, or an existing Power Report saved report to be used, which is then added to the panelImage Removed
    or

  • Pick existing category category - this option allows a pre-configured category to be added to the panelImage Removed

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When logging in to Reapit and/or the Organiser for the first time, you will be presented with the following:

• Click Get Started

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• Choose the most appropriate layout that suits your use of Reapit

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• Choose the office(s) to include in the default layout chosen

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