Page Comparison

...

Panel

panelIconId	1f527
panelIcon	:wrench:
panelIconText	🔧
bgColor	#EAE6FF

Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support
When contacting Reapit Support, include the milestone types you wish to be added and how you would like each one to be configured (as outlined below)

If you have access to configuration screens, you can set this up yourself via the Setup Checks/Agreementsscreen, as outlined here: Checks & agreements - how to set-up & maintain

Advanced custom sales progress milestones can be added to the sales progress screen - this new milestone functionality provides a more advanced & customised checklist functionality, similar to other checklists available across the system

...

1. Access the sales progress screen

From the property screen:

Click Offers and select the accepted offer
From the Options panel, click Sales Progress

2. Access advanced custom milestones

Tip

When advanced custom milestones have been configured they will be displayed by default, as shown in the example below - when not configured, the Milestonestab will display the legacy milestone view instead

When advanced custom milestones have been configured, if milestone information had previously been entered, a record of these is stored in the Legacy Milestones tab
See section 2a for more information

From Sales Progress screen:

The advanced custom Milestones are shown by default

Info
All options shown above have been set-up per customer requirements and can be changed as required via configuration

2a. Legacy Milestones

The Legacy Milestones tab is displayed if previous/original milestone options had been entered before the advanced custom milestones were implemented on your system

3. Advanced custom milestone options

The milestone and associated options offered are dependent on configuration, see note at the bottom of this section

Milestone title
When a red cross is shown to the right of the milestone, the milestone title can be changed - clicking the red cross also allows the milestone to be removed
Where no red cross displayed, the milestone cannot be edited or removed, as set up in configuration
Milestone status
Status options offered are dependent on configuration
When a document is required in order to complete a milestone, any status classed as a completion status will not be displayed (e.g. Received, Approved)
Milestone ‘required by’ date
Where configured, a date is shown and allows a ‘required by’ date to be identified for the milestone
Document required
When a document icon is displayed (to the right of the milestone) a document needs to be uploaded before the milestone can be marked as completed
Documents are uploaded via the paperclip icon to the right of the milestone
Milestone required by exchange
When an exclamation mark icon is displayed (to the right of the milestone), the milestone must be completed before the property can be set to Exchanged status - this has been applied to all milestones shown below
When a milestone is considered ‘complete’ is dependent on configuration
Paperclip icon
Click this icon to upload documents or view documents already uploaded for the selected milestone

Tip

How milestones are set up is dependent on configuration - Enterprise clients can contact Reapit Support to request setup

Alternatively, if you have access to configuration screens, you can set this up yourself via the Setup Checks/Agreements screen, as outlined here: Checks & agreements - how to set-up & maintain

4. Completing Updating & completing milestones

When milestones are:

updated
Hovering over an updated milestone will display details of who last updated it and when
Image Added
marked as completed

,

- this is indicated on screen
Status options that determine

the

a milestone being complete is dependent on configuration

Image Removed

Image Added

Versions Compared

Old Version 8

New Version Current

Key

Related articles