Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

A configuration option is available to ensure that solicitor details for the vendor and/or applicant are entered before an offer status can be changed to accepted

To enable this configuration option for applicant and/or vendor solicitor, click here to contact Reapit Support

1. Change offer status

When this option is enabled and no solicitor information is added

From the offer screen:

  • Select relevant offer

    Image Modified
  • Click link beside Status and change to Accepted

2. Solicitor details required

As no solicitors have been added on this property record and configuration is set to require both Vendor Solicitor and Applicant Solicitor details, this message will be displayed

  • Click OK

  • From the panel bottom left, click Select beside the Vendor Solicitor and Applicant Solicitor fields to add the solicitor details
     

  • Repeat step 1

Image Removed
Image Added

Filter by label (Content by label)
page
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
showSpacefalse
sortmodified
showSpacetypefalsepage
reversetruetype
labelsoffers sales_lettings_rnote_12_118 12_118
cqllabel = "offers" and type = "page" and space = "RW"labelsoffers sales_lettings_rnote_12_118 12_118
Excerpt
hiddentrue

Configuration option which forces solicitor details for the vendor and/or applicant to be entered before an offer status can be changed to accepted

...