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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE |
This article details how to add custom applicant position & status options used in AgenyCloud
This custom list will be available from the Applicant Status field within the Applicant Status screen
Default options are: General, Hot, Cold, Single Property Enquiry, Former Single Enquiry
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Adding a custom list removes all default options - meaning that only the custom options will be available to select from the Applicant Status list Default options can still be selected by right-clicking over the Status field on the applicant record |
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Before making any changes with your Agency Cloud configuration ensure you have read through the guidance provided and that changes are verified. Correction of changes applied that impact the operation of Agency Cloud may incur a charge for our service team to address. |
1. Accessing the configuration option
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2. Adding custom applicant status options
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Fill in the following fields:
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3. Activate custom list via System Configuration
From the System Configuration screen:
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From AgencyCloud 12.145+, authorised clients can be given access to the Setup Sources/Position/Feedback screen which allows them to set up their own custom applicant status options - however, if a client hasn't used custom options before, a configuration option also needs to be enabled to switch the feature on, as outlined below
Information on how to set up custom applicant status options can be found here
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Before making changes to AgencyCloud configuration, the guidance provided on this page should be read thoroughly - any changes made to configuration that impact the operation of AgencyCloud may incur a charge to rectify |
From the main menu:
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Being able to access the configuration screen outlined below is dependent on having relevant security permissions in your Reapit software. This is usually limited to key contacts within your business.
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Adding a custom list removes all default options - meaning that only the custom options will be available to select from the Applicant Status list (default options can still be selected by right-clicking over the Status field on the applicant record) |
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How to enable custom applicant status options via System Configuration |