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The Power Organiser can be broken down to the layout itself, panels and then categories, with each layer having its own criteria. Below you'll find a breakdown of each component and what takes precedent.
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1. Layout
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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, 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:
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2. Add/edit an Organiser panel A new panel can be added to the default layout:
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Organiser panel categories Most panels can have categories added to them, this example shows a new List type panel added to the Organiser
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Organiser initial setup screens
When logging in to Reapit and/or the Organiser for the first time, you will be presented with the following:
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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 |
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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 |